Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.
Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.
Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.
About the Role
We are seeking a Mortgage Sales Engineer to support our sales team in driving adoption of Ocrolus' solutions within mortgage lending. This is a predominantly pre-sales role with some post-sales involvement, focused on helping mortgage lenders optimize their workflows through automation. The ideal candidate has deep mortgage industry knowledge, understands underwriting guidelines, and can consult with processing, underwriting, and operations leaders to drive efficiency gains.
What You’ll Do
- Act as the technical expert and trusted advisor during the pre-sales process, demonstrating how Ocrolus’ technology improves efficiency in mortgage origination.
- Partner with Account Executives to deliver compelling product demonstrations, proof-of-concepts, and value-based discussions tailored to mortgage lenders.
- Work closely with processing leaders, underwriting leaders, ops leaders, and C-suite decision-makers to understand their challenges and position Ocrolus as a solution.
- Lead proof-of-value exercises with clients, guiding them through real-world use cases to demonstrate measurable efficiency gains and the impact of automation in their loan origination cycle.
- Collaborate with post-sales and implementation teams as needed to ensure smooth onboarding and adoption of our technology.
- Provide feedback to internal teams (Product, Engineering, Customer Success) to help refine Ocrolus’ mortgage offerings.
- Travel as needed (~once per month) for client on-sites, sales meetings, and industry conferences.
What You’ll Bring
- 4+ years of mortgage industry experience with a deep understanding of the mortgage origination cycle and underwriting guidelines.
- Strong understanding of mortgage guidelines and mortgage origination processes to effectively consult with clients and drive adoption.
- Strong consultative sales approach—able to map technology to business challenges and drive change management conversations.
- Excellent communication and presentation skills, with experience engaging senior mortgage executives.
- Ability to navigate complex sales cycles and work cross-functionally with sales, product, and customer success teams.
- Experience working with API-based SaaS solutions and loan origination system (LOS) integrations is a plus.
Note:
The full-time salary range for this role is between $100,000 - $140,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.
Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.
Life at Ocrolus
We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.
Our culture is grounded in four core values:
Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo
Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence
We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.
We look forward to building the future of lending together.
Top Skills
What We Do
Ocrolus is an intelligent automation platform that analyzes financial documents with over 99% accuracy. By eliminating manual review, Ocrolus empowers companies to reinvest human capital and automate business processes with industry-leading speed and accuracy.
Why Work With Us
Ocrolus eliminates manual tasks so humans can focus on the things that matter the most. Our team is our biggest asset. Our employee-first environment combines first-rate benefits with a flexible, laid back office culture that enables our staff to reach their highest potential. We empower our employees and customers to do what they love.
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