US Mortgage Support Analyst
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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.
We are seeking a detail-oriented and articulate US Mortgage Support 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 mortgage platform 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.
- Handle incoming customer calls and work 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 the platform 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 of 3 years+ in the mortgage domain.
- Excellent written and verbal communication skills with a professional and empathetic tone.
- Strong analytical and logical reasoning capabilities.
- Proficient in Google tools (Google Docs/Google Sheets).
- Ability to handle multiple tasks, prioritize issues, and manage time effectively.
- Collaborative mindset with a willingness to learn and adapt.
Previous experience in the Mortgage Underwriting domain.
Preferred Skills:
- Familiarity with ticketing systems and customer support metrics.
- Understanding of data integrity and confidentiality best practices.
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Ocrolus
View Company ProfileOcrolus 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.
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