Back to Jobs
Ocrolus
Customer Service 54d ago

Senior Mortgage Analyst

Ocrolus
United StatesUnited States
Full-time
Not Disclosed
Mid-Level
VT

Does Ocrolus sponsor H-1B visas?

Check real filing data, salaries & approval rates on VisaTalentUSA

View Data →

Job Description

Key Skills Required

Master these to land this role

Customer Support35 minFree Trial ✨
Start 10-Day Free Trial
SQL15 minFree Trial ✨
Start 10-Day Free Trial
Technical Support54 minFree Trial ✨
Start 10-Day Free Trial
Data AnalysisMortgage

Want to know if you're a match for this job?

Calculate My Match Score

We are seeking a detail-oriented and articulate Senior Mortgage Analyst to join our support team. The ideal candidate will bring strong written and verbal communication skills, a commerce background with a focus on Mathematics or Economics, and practical experience in SQL to effectively understand, troubleshoot, and support customer issues. This is a great opportunity for someone who combines analytical thinking with a customer-first approach.

Key Responsibilities:

  • Serve as the first point of contact for customers via email, chat, or phone.
  • Handled incoming customer calls and worked on support tickets to resolve queries and ensure timely issue resolution.
  • Deliver prompt, accurate, and courteous responses to customer inquiries and issues.
  • Investigate and resolve customer complaints by collaborating with internal teams and utilizing SQL to extract or verify data.
  • Maintain thorough documentation of customer interactions, queries, and resolutions.
    Monitor and track common issues to help identify trends and escalate systemic problems.
  • Contribute to improving support documentation, FAQs, and internal knowledge bases.
  • Support service-level agreements (SLAs) and meet quality and responsiveness KPIs.

Required Skills:

  • Experience 1-3yrs
  • Excellent written and verbal communication skills with a professional and empathetic tone.
  • Strong analytical and logical reasoning capabilities.
  • Proficient in MS Office (especially Excel and Word).
  • Ability to handle multiple tasks, prioritize issues, and manage time effectively.
  • Collaborative mindset with a willingness to learn and adapt.
  • Previous experience in Mortgage domain
  • Should be comfortable working from the office in a fixed shift, Monday to Friday, from 9:00 AM to 6:00 PM Eastern Time (ET)

Preferred Skills:

  • Familiarity with ticketing systems and customer support metrics.
  • Understanding of data integrity and confidentiality best practices.

How would you rate this job post?

See what other professionals think about this role.

More Openings at Ocrolus

Ocrolus

Mortgage Underwriter

Ocrolus

United StatesUnited States
55d ago

Explore Top Companies in this Space

TRM Labs

TRM Labs

Blockchain Intelligence / Cybersecurity / FinTech

San Francisco, California 201 - 500 Employees
Oscilar

Oscilar

FinTech / Risk Management / Artificial Intelligence

Palo Alto, California 51 - 200 Employees
Tala

Tala

Financial Services / Fintech / Digital Lending / Artificial Intelligence

Santa Monica, United States 501 - 1000 Employees
Vendavo

Vendavo

FinTech & Enterprise Software / AI Price Optimization / B2B Commercial Intelligence / Revenue Management SaaS

Denver, Colorado / United States / Remote 501 - 1000 Employees
logo

Ocrolus is a premier, enterprise-grade AI-powered document automation powerhouse engineered to orchestrate massive-scale financial-data ecosystems and intelligent, frictionless underwriting workflows. Operating as a "Vertical AI" hub, the company eliminates the operational friction of traditional, legacy manual-document review models—which frequently suffer from "stare-and-compare" fatigue, high human-error rates, and disconnected data-silos—by seamlessly deploying a hybrid "Human-in-the-Loop" (HITL) infrastructure, rigorous fraud-detection architectures, and cohesive cross-platform financial-analysis frameworks. Moving beyond rigid legacy OCR paradigms, Ocrolus empowers global financial institutions—including small-business lenders, mortgage providers, and consumer lenders—to dynamically synchronize their bank-statement analysis, income-verification, and tax-form processing pipelines with elite, scalable, and audit-ready execution. Under the hood, their sophisticated proprietary operational infrastructure—bolstered by machine learning algorithms that maintain over 99% accuracy—natively manages complex global multi-format data ingestion (PDF, JPG, PNG, handwritten notes), instantaneous automated cash-flow analytics, and compliance-hardened record-keeping workflows, providing the necessary operational foundation to support the modern, high-velocity digital-lending economy. What sets Ocrolus apart is its uncompromising dedication to frictionless "financial-decisioning"; by bridging the gap between highly technical, performance-intensive data-extraction demands and accessible, high-velocity API-driven interfaces, the firm empowers modern lending organizations to radically accelerate their loan-origination velocity, eliminate systemic administrative-bottlenecks, and build an unassailable foundation for continuous commercial and institutional success in the modern, AI-transformed global-fintech landscape.

Safety First

  • Never pay for a job application.
  • Do not share sensitive bank info.
  • Verify the client before starting work.
Learn More