Mortgage Technical Enablement Manager
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Job Description
Mortgage Technical Enablement Manager creating training materials for lenders at Ocrolus, leveraging AI technology for mortgage processes.
Responsibilities:
- Partner closely with the GM of Mortgage and cross-functional teams (Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success) to help craft and execute the mortgage enablement strategy and roadmap.
- Design, build, and deliver scalable onboarding and education programs focused on using Ocrolus to originate mortgages: instructor-led trainings, on-demand eLearning, role-based learning paths, technical playbooks, integration guides, and customer certification programs. Partner closely with the Account Management team to align enablement with customer goals, support implementations and ongoing adoption, and co-deliver training as part of account onboarding, expansion, and renewal motions.
- Create a progressive, modular curriculum that maps directly to the mortgage origination workflow, with role-based learning paths that enable end users to steadily build proficiency and familiarize themselves with the full set of products and capabilities in our mortgage solution.
- Produce hands-on materials: sandbox exercises, labs, demo scripts, templates, runbooks, and checklists that shorten time-to-value and reduce launch friction.
- Working in partnership with Account Managers, run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions for customers, partners, and internal teams (Sales Engineers, Implementation, CS, etc).
- Partner with Product and Engineering to translate complex features into practical how-to guidance and implementable integration patterns.
- Work with Revenue/Sales and Product Marketing to define onboarding readiness criteria and pre/post-sale enablement materials that tie to launch success metrics.
- Measure enablement effectiveness with KPIs (time-to-production, launch velocity, adoption, CSAT, certification completion, support deflection) and iterate on content based on data and feedback.
- Capture and synthesize customer feedback and typical implementation gaps to inform product documentation and prioritize future training needs.
- Represent Ocrolus externally: run webinars, speak at customer events, and occasionally support pilots or proofs-of-concept.
Requirements:
- Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience).
- 2+ years building and delivering technical enablement, customer training, or implementation programs (or equivalent instructional design experience).
- Ability to translate product features into concrete workflows that teach customers how to originate loans using our platform.
- Strong presentation and facilitation skills — comfortable delivering both live and asynchronous training (slides, video, LMS content, hands-on labs).
- Experience producing customer-facing documentation and training artifacts (playbooks, runbooks, templates).
- Comfortable working cross-functionally with Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success.
- Data-driven: you define success metrics for enablement and iterate based on performance and feedback.
- Excellent written communication skills and attention to instructional detail.
Benefits:
- Equity
- Benefits
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