Ocrolus Inc.

Role Description As a TechOps (IT) Engineer, your role will be critical to maintaining a stable, reliable technical infrastructure. You will be responsible for monitoring the organization's systems, networks, and hardware to ensure they operate optimally and remain available to users. - Monitor and troubleshoot the organization's systems, networks, and applications to ensure optimal performance and availability. - Proactively identify and resolve technical issues, incidents, and outages to minimize downtime and ensure a seamless user experience. - Perform system administration tasks, including server configuration, maintenance, and upgrades. - Conduct software and asset inventory audits and take appropriate actions to protect the organization's infrastructure and data. - Develop the documentation, including system configurations, processes, and procedures. - Collaborate with external vendors and service providers to troubleshoot and resolve technical issues. - Evaluate and recommend new technologies, tools, and processes to improve system performance, scalability, and reliability. Qualifications - 3 to 5 years of proven experience as an IT Engineer - Excellent problem-solving and troubleshooting skills - Strong communication and collaboration skills - Working experience in ticketing systems (Jira); networking systems like firewalls, switches, and servers (Squid/PXE); SaaS applications (Google Workspace, Jumpcloud, Cloudflare, etc.) - Proficiency in Windows, Linux environments, and scripting - Strong knowledge of systems administration, networking, and IT infrastructure - Comfortable working in shifts on a rotational basis to provide 24/7 support - Experience with cloud platforms (e.g., AWS, GCP) is a plus - Experience in handling CCTV and Biometrics is a plus Benefits - Fast-growing, remote-first company environment - Opportunities to grow your skills and take ownership of your work - Meaningful impact on the mission Company Description 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. - Trusted by more than 400 customers, including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square. - Integrates state-of-the-art open- and closed-source AI models with a human-in-the-loop verification engine. - Achieves over 99% accuracy in data capture from financial documents. - Provides advanced fraud detection and comprehensive cash flow and income analytics.

Role Description 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. Summary: Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Enterprise Account Executive with a proven and tested track record of selling complex SaaS-based software solutions into the Fintech / financial vertical space. Candidates will be assigned a combination of named regional accounts and will be responsible for all sales-related activity in that region. The ideal candidate has 7+ years of selling and has a strong sales pedigree. Note, this is a remote-based role, however, it requires this person to be based in the West Coast. What you’ll do: - Managing the entire sales cycle from prospecting to negotiation and close while articulating the right sales plays that create urgency and move opportunities to close - Comfortable leading and directing a cross-functional team - marketing, sales ops, sales engineering, solutions, operations, product, leadership -- through varied stages of complex customer journeys - Communicate (both orally and written) and track the status and unique requirements of each sales opportunity while adhering to management standards for sales reporting - Exemplifies leadership by training, mentoring, and coaching team members, junior or otherwise, earmarked to support regional prospecting and sales-related activities - Knowledge of leading sales frameworks and applying those frameworks in a way that demonstrates a systematic approach to selling - Demonstrated proficiency in creating and delivering pervasive client presentations that align varied stakeholders critical to the decision making process - Up to 25% of domestic overnight travel is required for this role and being located on the West Coast would be beneficial Qualifications - Bachelor’s Degree in business or related fields - 6+ years solution/value selling experience - 3+ years working as a top performing Enterprise Account Executive - Be a driving force in the success of the company’s goals & objectives through achieving and exceeding individual sales quota YoY - Proven success hunting and selling into new logo accounts - Self-starter who is invested in the success of the team - Experience managing a pipeline in Salesforce - Scrappy, comfortable working in a fast-paced startup environment and learning as you go Requirements - Experience working at a hypergrowth, startup company - 2+ years of working in the Fintech / financial vertical - Value selling experience with API platforms Benefits - 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. Company Description 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.

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 are seeking an experienced Mortgage Underwriter to join our team as a contractor. This role will draw on deep underwriting expertise—including comprehensive knowledge of Fannie Mae, Freddie Mac, FHA, and VA guidelines—to perform continuous testing on our mortgage products. The successful candidate will have hands-on experience interpreting and analyzing income, asset, credit, AUS, and collateral documentation, applying underwriting rules, performing income calculations and creating conditions. Leveraging this expertise, the Mortgage Underwriter will partner closely with the Sales and Product teams to identify and support product improvements and new feature development. What you'll do: - Product Testing - Apply advanced knowledge of Fannie Mae, Freddie Mac, FHA, and VA guidelines to rigorously test mortgage underwriting tools and validate accuracy. - Review borrower documentation (income, assets, credit, collateral, AUS findings) and confirm the correct application of underwriting rules within the product, such as income calculator output. - Document test results thoroughly, flag discrepancies, and recommend solutions to ensure compliance with agency and investor standards. - Serve as the subject matter expert on underwriting practices, providing clarity and context to both technical and non-technical teams. - Collaboration & Communication - Translate complex underwriting requirements into clear and simple language and communicate effectively to stakeholders, both written and verbal. - Partner closely with Product to share enhancement opportunities. - Provide ongoing SME input to the Sales team. - Communicate findings and recommendations effectively to both leadership and cross-functional stakeholders, ensuring alignment across teams. Who we're looking for: (Skill Sets and Qualifications): - 3+ years of mortgage underwriting experience, including FHA and VA. - Skilled in reviewing borrower documentation (e.g., W-2s, tax returns, pay stubs, self-employment income, appraisal, title, etc). - Strong expertise in income analysis, credit evaluation, and AUS findings. - Experience testing technology products or tools is a plus. - Tech-savvy with ability to critique mortgage software and explain findings clearly. - Excellent documentation, prioritization, and communication skills. Preferred Qualifications: - Experience with fintech or SaaS mortgage tools. - Familiarity with automated income calculation or verification platforms. - Exposure to agile product development environments. Note: The role requires 4-8 hours of work per day with compensation of $45 per hour. 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.

Role Description We’re looking for a Mortgage Forward-Deployed Engineer (FDE) to join our team and be the bridge between our product and our customers. This is not your standard engineering role; you’ll be out in the field, working directly with clients, writing production code, and helping them reimagine how they run their business with our platform. You will be working directly with our Account Management team, implementation team, and onboarding team. This role reports to the VP of Account Management. As an FDE, you’ll wear different hats: engineer, architect, and trusted advisor. If you like variety, ownership, and making real-world impact, you’ll love this role. This role will report to our Lead Forward-Deployed Engineer and be a part of the Account Management team. What you'll do: - Act as a technical expert and trusted advisor during the post-sales process, embed with customer teams to understand their workflows and demonstrate how Ocrolus’ technology improves efficiency in mortgage origination. - Review and consult on technical solutions, APIs, microservices, data pipelines, and integrations that solve real business problems. - Build and support technical solutions and integrations for mortgage clients using Ocrolus, Encompass, and other POS/LOS mortgage platforms. - Run proof-of-concepts and proof-of-value engagements that demonstrate ROI fast. - Troubleshoot gnarly technical issues in live environments and get things back on track. - Partner with the Account Management and Product teams to deliver value, and influence the roadmap. - Travel occasionally (~30–50%) to customer sites and industry events. Qualifications - 3+ years of experience in software engineering, solutions engineering, or technical consulting. - 3+ years of a background in mortgage, or lending workflows. - Strong understanding and experience with Encompass. - Strong consultative sales/account management approach—able to map technology to business challenges and drive change management conversations. - Excellent communication and presentation skills, with experience engaging senior mortgage executives. - Backend: Python; APIs; Encompass Developer Connect; SQL. - Frontend: React/TypeScript; JavaScript with ICE Secure Scripting Framework (SSF) for Encompass custom form and workflow logic. - Supporting: Familiarity with mortgage LOS/POS platforms (Encompass, Blend, SimpleNexus, Floify); Git; cloud basics (AWS/Azure). - Thrive in fast-paced, ambiguous environments where you figure it out and get it done. Requirements - Experience with SaaS integrations or loan origination systems. - Additional mortgage LOS/POS experience. - Exposure to AI/ML or generative AI. Benefits - Ownership from day one; our FDEs lead projects end-to-end. - Work directly with customers and see the immediate impact of what you build. - Shape the product by bringing the voice of the customer straight to engineering. - Work directly with a team focused on creating an excellent client experience. - Have fun working with a highly proactive, collaborative team. Company Description 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.

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. About the Role At Ocrolus, we help lenders make smarter, faster decisions by turning documents and data into clean, trusted insight on borrower financial health. We’re looking for a Product Marketing Manager to lead go-to-market strategy and execution for our Mortgage solutions. You’ll shape how we tell our story, bring new solutions to market, and empower teams to win and retain customers. This role is a great fit for an AI-driven marketer who can bridge strategy and execution, influence buying decisions in complex sales cycles, and thrive in a collaborative, fast-moving environment. What You’ll Focus On - Go-to-Market Leadership: Plan and drive product and feature launches, aligning internal stakeholders and ensuring readiness across sales, marketing, product, and account management. Own timelines, messaging, and deliverables for high-impact releases. - Messaging & Positioning: Develop and evolve clear, differentiated messaging for mortgage lenders. Align product positioning to real-world customer challenges and market dynamics. - Sales & Solutions Enablement: Create content and tools, including decks, one-pagers, battlecards, case studies and more to help sales and account management teams articulate our value. Deliver training and guidance to ensure consistent, confident product narratives across the company. - Market & Customer Insight: Gather intelligence on competitors, customer needs, and market trends. Use these insights to inform product strategy, marketing campaigns, and positioning. - Cross-Functional Collaboration: Work closely with product, marketing, engineering, sales and account management teams to support integrated marketing and growth initiatives. Contribute to thought leadership and awareness efforts. What You’ll Bring - 5+ years of B2B SaaS experience, including 3+ years in a product marketing role - Experience in mortgage, fintech, lending, or financial services - Strong go-to-market experience with proven success supporting launches and adoption - Brings an informed POV on how AI will transform go-to-market functions—and knows how to stay ahead of the curve - Use AI not just as a productivity booster, but as a strategic advantage - Excellent communication and storytelling skills—both strategic and tactical - Bonus: background in market research, competitive intelligence, or customer marketing Note: The full-time salary range for this role is between $140,000- $170,000 + 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.