Mortgage Technical Enablement Manager

This is a fully remote position, open to applicants in New York.

📋 Description

• Collaborate with the General Manager of Mortgage and various teams to establish and execute the mortgage enablement strategy and roadmap.

• Develop the mortgage enablement function from the ground up.

• Create and implement onboarding and educational initiatives, including instructor-led training, eLearning, role-specific learning paths, technical playbooks, integration guides, and certification programs.

• Design a modular curriculum aligned with the mortgage origination process.

• Generate sandbox exercises, labs, demo scripts, templates, runbooks, and checklists.

• Conduct training sessions for customers, partners, and internal teams, including kickoffs, launch workshops, technical deep dives, and train-the-trainer programs.

• Convert complex Product and Engineering capabilities into practical guidance and integration patterns.

• Establish onboarding readiness criteria along with pre- and post-sale enablement resources.

• Evaluate enablement effectiveness through KPIs such as time-to-production, launch velocity, adoption rates, customer satisfaction, certification completion, and support deflection.

• Gather customer feedback and identify implementation gaps to shape documentation and training priorities.

• Represent Ocrolus at webinars, customer events, pilot programs, and proofs-of-concept.

⛳️ Requirements

• 5–10+ years of experience in Learning & Development, client enablement, customer training, or implementation programs.

• Experience working independently and building programs from scratch.

• Strong skills in managing cross-functional stakeholders.

• Exposure to the mortgage industry, including underwriting, operations, loan origination systems, or mortgage product experience.

• A passion for education and curriculum development.

• Ability to translate product features into tangible mortgage origination workflows.

• Capacity to quickly and deeply understand the product.

• Strong presentation and facilitation abilities for both live and asynchronous training sessions.

• Experience in producing customer-facing documentation and training materials.

• Ability to define metrics for enablement success and adapt based on performance and feedback.

• Exceptional written communication skills with a keen eye for instructional detail.

🏝️ Benefits

• Equity.

• Comprehensive benefits.

• Remote-first work culture.

• Opportunities for customer travel and events.

• A culture that embraces inclusivity.

• Opportunities to enhance skills, take ownership, and make a significant impact.