Mortgage Technical Enablement Manager

The role

You will build and own the enablement function for the mortgage customer base. You will design and deliver onboarding, technical training, and educational content to accelerate product adoption.

What you will do

• Define and drive the mortgage enablement strategy and roadmap
• Build the enablement function from scratch including onboarding and education programs
• Create a modular curriculum with role-based learning paths
• Produce hands-on materials like sandbox exercises, labs, and playbooks
• Run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions
• Translate complex product features into practical how-to guidance
• Work with Revenue and Product Marketing to define onboarding readiness criteria
• Measure enablement effectiveness with KPIs
• Capture and synthesize customer feedback to inform product documentation
• Run webinars and speak at customer events

Required qualifications

• 5–10+ years of experience in L&D, client enablement, customer training, or implementation programs
• Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience)
• Ability to translate product features into concrete workflows
• Strong presentation and facilitation skills
• Experience producing customer-facing documentation and training artifacts
• Data-driven approach to defining success metrics
• Excellent written communication skills

Nice to have

• Prior experience at a fintech or AI-driven company
• Hands-on experience with LOS or point solutions (Encompass, Ellie Mae, or equivalent) or integrations into LOS/AUS
• Experience with LMS tools, eLearning authoring (Articulate/Camtasia), and building certification programs
• Instructional design background or training certification
• Willingness and ability to travel to customer sites for launches and workshops

Benefits

• equity
• benefits

About the company

Ocrolus is a remote-first company that provides an AI workflow and analytics platform for lenders. They help financial institutions automate workflows to evaluate borrowers and make lending decisions.