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KastleKastleSan Francisco, CA

Mortgage Originations Process Specialist

Serve as the mortgage origination domain expert, mapping end-to-end workflows, systems, and edge cases to train and measure AI voice agents. Requires 5+ years operational experience as a processor/underwriter/originator with LOS platforms like Encompass/Empower and technical aptitude for APIs and data schemas.

Salary not listed
On-site5+ YOEOther

About the role

Responsibilities

  • Map mortgage originations end to end — every workflow across origination, processing, and closing, every customer touchpoint, and every system a lender uses (LOS, POS, PPE, AUS, credit, verifications, doc prep, e-close), at a fidelity engineers and product can build directly against.
  • Run quality assurance and error triage — review live agent output, catch what's wrong, and feed structured corrections back to engineering to drive measurable quality improvements.
  • Build the edge-case dataset that reliable AI is built on — TRID/disclosure timing, AUS interpretation, and agency-guideline handling, especially the non-standard cases that break a deployment.
  • Serve as the domain expert the engineering, product, and deployment teams rely on — including in the room at customer go-lives.

Requirements

  • 5+ years in mortgage originations in an operational capacity — processor, underwriter, or originator — across multiple loan types (conforming, jumbo, non-QM, FHA/VA), and ability to work through a messy file with precision.
  • Hands-on experience with loan origination systems — Encompass, Empower, or similar — including how they're configured and how data moves between them, not just as an end-user.
  • Technically adept: comfortable reading API documentation, reasoning about data schemas, and working with JSON/XML payloads.
  • Curious and relentless about identifying, triaging, and solving problems big or small; detail-oriented.
  • Energized by building technology that captures and scales your own expertise.

Nice-to-Haves

  • Familiarity with tools like Postman.

Compensation and Benefits

  • Competitive Compensation + Meaningful Equity
  • Robust medical, vision, & dental coverage
  • 401(K) plan offering
  • Paid Company Meals
  • Company offsites to get to know the team

Skills

Mortgage OriginationsEncompassEmpowerLoan Origination SystemsLosPosAusTridApi DocumentationJSONXmlPostman

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