GTM Engineer, Growth Marketing
Senior Mortgage Support Analyst
Senior Mortgage Underwriter
Mortgage Underwriting Manager
Account Manager
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 workflow and analytics platform for lenders 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.
Ocrolus is seeking a dynamic Account Manager with around 5 years of experience in account management & client servicing in the US region. The ideal candidate will excel at building strong client relationships, ensuring customer satisfaction, and supporting revenue growth initiatives. This role is perfect for someone eager to take ownership of accounts while \working closely with senior leadership to drive success.
What you'll do:
- Manage day-to-day relationships with assigned accounts, ensuring high client satisfaction and timely delivery of services.
- Support senior account managers in executing account plans and identifying upsell/cross-sell opportunities.
- Act as the primary point of contact for client queries, issue resolution, and ongoing support.
- Coordinate with internal teams (sales, product, and operations) to meet client requirements effectively.
- Track account performance, prepare reports, and share insights with clients and leadership.
- Assist in preparing proposals, presentations, and renewal documentation.
Who we're looking for: (Skill Sets and Qualifications)
- Bachelor’s degree in Business, Marketing, or B.Tech & MBA is a plus.
- 4+ years of account management/customer success SaaS experience working with enterprise-level clients
- 2+ Experience in B2B US Client Management
- 2+ years of exp with proficiency in Google suite/ MS Office especially in excel, powerpoint etc
- 2 + years of exp in Analytical & Presentation Skills
- Proven track record of success with upselling, cross-selling and renewals
- Client focused solutions experience
- Ability to communicate client needs with internal teams
- Talent for influencing client management
- Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
- Growth mindset
Bonus points:
- Strong understanding of API based work
- B2B FinTech experience
- Worked for a hypergrowth-startup company
- Previous utilization of Salesforce
Please note: This position is not related to Finance or Sales. Candidates with backgrounds primarily in these fields are kindly requested not to apply.
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.
Account Manager
Account Manager - Mortgage
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 workflow and analytics platform for lenders 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.
Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require ~25% domestic travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
What you'll do:
- Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
- Identify opportunities to adjust client processes to maximize Ocrolus footprint
- Operate as the central point of contact for assigned customer base
- Coordinate with teammates working on the same account to provide consistent excellent service
- Ensure clients receive requested products and services in a timely fashion
- Communicate client needs, demands and goals to our internal teams
- Collaborate with sales team to reach prospective clients
- Service multiple clients concurrently while consistently meeting deadlines
- Keep records of client transactions
- Forecast and track client account metrics
- Be a vital part in helping not only the team, but the company grow
Who we're looking for:
- Bachelor's degree in business or related field
- 4+ years of Mortgage experience and processes related to Mortgage based companies
- Proven track record of success with upselling, cross-selling and renewals
- Client focused solutions experience
- Ability to communicate client needs with internal teams
- Talent for influencing process change management
- Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
- Growth mindset
Bonus points:
- Strong understanding of API based work
- B2B FinTech experience
- Worked for a hypergrowth-startup company
- Previous utilization of Salesforce
- Experience with failure and ability to course correct
Note:
The full-time salary range for this role is between $120,000- $150,000 + 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.
Account Manager - Mortgage
Account Manager - Mortgage
Vice President of Engineering
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 workflow and analytics platform for lenders 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.
We're at an inflection point. Large language models, agentic AI and our proprietary human-in-the-loop verification engine are converging. The VP, Engineering will own how that transformation happens — in our product, our platform and how our teams build.
This is a player-coach role: a hands-on technical leader who progressed through the IC route — Architect or Principal Engineer — gets into the weeds when it matters, and leads at the executive level. You build the team and stay in the game.
WHAT YOU'LL OWN
Engineering delivery and velocity
- Own end-to-end engineering execution: roadmap planning, sprint cadence, release quality and cross-team dependency management
- Partner with the Product teams to align engineering capacity with product priorities; surface honest tradeoffs early
- Drive a culture of high velocity and high trust — ship fast, learn fast, fix fast
AI-native platform and product
- Lead the engineering strategy for integrating LLMs, agentic workflows and AI-native development practices into Ocrolus products at scale
- Drive adoption of modern developer productivity tools and AI-augmented engineering workflows across all teams
- Define standards for AI output quality, hallucination control, cost governance and production reliability
- Compress idea-to-ship cycles for GenAI features; set the bar for moving from prototype to production
- Partner with the ML and AI Transformation teams to embed AI into internal workflows, not just external products
Architecture, scalability and reliability
- Remain deeply hands-on: lead architecture reviews, own critical system design decisions and drive technical decision-making — not from a distance
- Own the technical roadmap across distributed systems, platform architecture, scalability and reliability for your engineering domain
- Set and enforce engineering standards: code quality, observability, incident response and security
- Make high-stakes architectural calls that balance speed, cost and long-term maintainability
Engineering organization
- Lead and grow a distributed engineering org across the US and India as one of three VP Engineering leaders; partner closely with peer VPs under the CTO
- Manage directors and senior managers; coach them into leaders who scale with the company
- Set the hiring bar, build the interview machine and recruit senior talent in a competitive AI-era market
- Own DEI and retention outcomes within your domain
Executive and cross-functional leadership
- Represent engineering at the executive level; contribute to the narrative on technology execution, risks and investments
- Own your domain's engineering budget: headcount planning, tooling spend and cloud cost optimization
- Partner with Sales and Customer Success on enterprise commitments, SLA design and escalation resolution
WHAT WE'RE LOOKING FOR
Non-negotiables
- 14+ years in software engineering with at least 5 years in engineering leadership; has scaled through Series C or equivalent growth
- Strong IC background — progressed through the Architect or Principal Engineer route with deep ownership of architecture, system design and technical decision-making
- Hands-on experience shipping AI/ML systems to production: LLMs, RAG, agentic workflows or document intelligence — not just oversight
- Proven ability to build and scale large-scale distributed platforms with high availability and reliability requirements
- Has partnered with a CTO or CEO on technical strategy; comfortable in the executive seat
- Deep expertise in distributed systems, cloud-native microservices architecture at scale (AWS preferred)
Strong signal
- Background in fintech, document AI, IDP (Intelligent Document Processing) or regulated data-intensive industries
- Experience running engineering in a human-in-the-loop or hybrid AI/human system
- Built or rebuilt engineering culture — hiring bar, onboarding, performance, career ladders — from a growth-stage baseline
- Familiarity with modern developer productivity tooling and AI-augmented SDLC practices
- Comfortable operating across US and India time zones with globally distributed teams
WHY OCROLUS NOW
- AI-native at the core: integrating state-of-the-art open- and closed-source models into a platform processing $100B+ in lending decisions annually
- Category leader: 400+ enterprise customers including PayPal, Brex, SoFi, Plaid, Better Mortgage, Enova and Square
- Real moat: proprietary HITL verification engine, 10+ years of labeled financial document data, 99%+ accuracy at scale
- Remote-first culture built on Empathy, Curiosity, Humility and Ownership
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.
The full posting opens here — pay, setting and the full description, without leaving the list.