Infrrd

• Own and optimize our CRM (HubSpot) — data hygiene, workflows, and reporting • Build and maintain dashboards and reports for pipeline health, forecasting, and sales KPIs • Partner with sales leadership on territory planning, quota setting, and headcount modeling • Manage the sales tech stack and evaluate new tools to improve rep productivity • Drive process improvements across the full sales cycle — from lead routing to deal close • Support QBR preparation, sales cadence meetings, and board-level reporting • Collaborate cross-functionally with Marketing, Finance, and Customer Success

• Build and run the full demand gen engine — inbound, outbound-assist, ABM, field, and digital • Define and execute integrated campaign strategies targeting enterprise buyers in document-intensive industries • Own the pipeline number — MQLs, SQLs, pipeline contribution, and revenue influence • Build and manage the marketing tech stack (CRM, MAP, intent data, analytics) • Partner closely with Sales to align on ICP, messaging, and pipeline quality

• Act as the primary mortgage audit SME during onboarding, pilots, and go-live phases. • Conduct end-to-end QC validation across income, assets, credit, appraisal, compliance, and closing documentation. • Present audit findings clearly to customers and explain system outputs in underwriting language. • Translate underwriting and QC checklists into structured automation workflows. • Work with Product and Engineering to clarify guideline logic, exception handling, and calculation methodologies. • Validate AI-generated audit outputs and flag discrepancies. • Ensure customer work is delivered accurately and within defined SLAs. • Partner with India-based audit and DP teams to ensure consistent interpretation of guidelines. • Identify gaps between customer guidelines and platform behavior. • Support smooth transition from pilot to scaled delivery. • Drive continuous process improvement and feedback loops.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves leading mortgage auditing with a focus on automation and customer delivery. - Act as the primary mortgage audit SME during onboarding, pilots, and go-live phases. - Conduct end-to-end QC validation across income, assets, credit, appraisal, compliance, and closing documentation. - Present audit findings clearly to customers and explain system outputs in underwriting language. - Translate underwriting and QC checklists into structured automation workflows. - Work with Product and Engineering to clarify guideline logic, exception handling, and calculation methodologies. - Validate AI-generated audit outputs and flag discrepancies. - Ensure customer work is delivered accurately and within defined SLAs. - Partner with India-based audit and DP teams to ensure consistent interpretation of guidelines. - Identify gaps between customer guidelines and platform behavior. - Support smooth transition from pilot to scaled delivery. - Drive continuous process improvement and feedback loops. Qualifications - 5+ years of hands-on experience in US Residential Mortgage Underwriting or Post-Closing QC with direct responsibility for full loan file review. - Deep working knowledge of Conventional, FHA, VA, USDA, Jumbo, and Non-QM guidelines, with the ability to interpret and apply investor overlays. - Proven experience reviewing complete loan files including income (self-employed preferred), assets, credit, appraisal, compliance, and closing documentation. - Ability to break down complex underwriting decisions into clear, structured explanations and documented findings. - Strong analytical skills with demonstrated ability to identify root causes, not just surface-level deficiencies. - Comfortable engaging with customers, defending audit positions, and explaining guideline interpretations confidently. - Experience working in distributed or cross-functional environments, collaborating with product, operations, or offshore teams. - Ability to operate independently in a US-based remote role with required overlap across time zones. Requirements - Experience with LOS or QC platforms. - Familiarity with TRID, ATR/QM, and regulatory compliance requirements. - Prior exposure to mortgage automation or AI-based document processing tools. - Strong analytical thinking and structured problem-solving ability. - Experience supporting distributed or offshore audit teams. Who This Role Is Suited For - Someone who enjoys explaining underwriting logic to both auditors and engineers. - Someone who thinks in processes, not just checklists. - Someone comfortable being a domain authority in front of customers. - Someone who sees AI as leverage to enhance auditing. - Someone ready to take ownership of delivery outcomes across teams and geographies. Location United States (Remote) Employment Type Full-Time Minimum Experience Mid-level