Ocrolus Inc.
At Ocrolus, we believe companies work best when they focus on their core business and let automation do the rest. We’re powering the digital lending ecosystem and help financial services firms make high-quality decisions with trusted data and unparalleled efficiency.
Ocrolus’ Human-in-the-Loop document automation software analyzes documents with over 99% accuracy. We're replacing legacy OCR vendors that cap out at 75-80% accuracy, and augmenting the robotic work that humans are prone to doing all too often – which can be expensive, error-prone, and slow. By empowering lenders to analyze diverse sources of financial data more efficiently, Ocrolus levels the playing field for every borrower, providing expanded access to credit at a lower cost.
We’ve raised over $100 million from blue-chip investors and are working with customers like PayPal, Brex, SoFi, Blend and Plaid. Join us as we build the future of fintech, and make an impact at an award-winning, high-growth startup that Forbes recently dubbed the “Next Billion-Dollar Startup”.
Come build the future of fintech with us. At Ocrolus, you will work with extraordinary people and receive benefits and development opportunities to empower you in and out of the office.
We take pride in our dynamic, diverse team, unified by shared values of Ownership, Optimism, Objectivity, Humility, Urgency, and Appreciation. We love what we do and the people we do it with, which is why we welcome every individual, provide them with equal opportunity irrespective of their race, gender, gender identity, age, disability, national origin or any other legally protected rights that one has.
We look forward to hearing from you!
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Product Designer
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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. Join us, and help redefine how the world’s most innovative lenders do business.
We're looking for a driven Product Designer who brings their own curiosity and initiative to the work. You thrive in ambiguity, are energized by complex user problems, and naturally gravitate toward finding the design opportunity in every conversation. You move fast—using AI-powered prototyping tools to explore ideas and generate feedback quickly—then translate that thinking into polished, engineer-ready Figma deliverables. You build close partnerships with Product Management and UX Research, and you're as comfortable shaping what gets worked on as you are executing it.
Responsibilities
- Define the user experience for our digital product, including the creation of process artifacts such as User Journeys, Interaction patterns, task-flows, sketches, wireframes, and Visual Design
- Take ownership of translating vague or qualitative customer feedback into actionable design hypotheses and workflow improvements
- Proactively seek out friction in the product experience; bring forward design problems before they are assigned to you
- Leverage AI-powered prototyping tools (including Claude, Replit, Figma Make, and similar) to rapidly generate interactive prototypes for fast feedback loops with stakeholders and customers
- Translate AI-assisted prototypes into high-fidelity, developer-ready designs in Figma, ensuring engineers can pick up and implement designs with minimal ambiguity
- Ask the right questions of stakeholders and customers upfront—surface the design inputs that matter and cut through noise to prioritize effectively
- Partner with Product Management and UX Research to identify areas of friction in the mortgage lender workflow and drive design reviews in those areas
- Look for opportunities to solve problems in unique and innovative ways and help maintain visual and brand consistency between all products and platforms
- Build functional prototypes to validate and test your designs
Requirements
- 3–5 years of product design experience, with a portfolio that shows real ownership—not just execution of someone else's vision
- Figma proficiency is required — candidates without strong Figma experience will not be considered; must be able to produce polished, component-consistent, developer-handoff-ready designs
- Hands-on experience using AI tools (e.g., Claude, Figma Make, Replit, or similar) for rapid prototyping; comfortable moving quickly from concept to testable artifact
- A self-starter mentality: you identify problems on your own, form a point of view, and drive toward solutions
- Demonstrated ability to independently interpret ambiguous customer or stakeholder feedback and translate it into structured, actionable UX improvements
- Genuine curiosity about the product and users—you ask questions others don't think to ask and aren't satisfied with surface-level answers
- Strong communication skills—ability to present design decisions confidently, ask sharp questions in stakeholder reviews, and build alignment without being directive
- Solid grounding in UX design and design thinking principles; able to manage your own workflow and deadlines with an emphasis on quality and timely delivery
- A portfolio that demonstrates real problem-solving—not just polish—across digital product experiences
- Familiarity with mortgage lending workflows, underwriting processes, or fintech products is a plus, but hunger to learn the domain matters more
- Comfort with JIRA and Agile environments
Extra Credits
- Experience in financial services or mortgage technology products
- Comfort working directly with engineering teams in sprint-based delivery environments
- Exposure to design systems creation or governance
- Curious and inquisitive; patient problem solver; positive and adaptable
Note:
The full-time salary range for this role is around $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.
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.
Ready to apply?
Apply to Ocrolus Inc.
Director of Product - Platform
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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. Join us, and help redefine how the world’s most innovative lenders do business.
We're looking for a Director of Product - Platform to own the foundational layer that powers everything Ocrolus builds. This role sits at the center of the company, responsible for document intelligence infrastructure, our API and developer platform, and model orchestration. You'll define the platform strategy that enables both business units to move faster, ship better products, and scale without reinventing the wheel. This is a high-leverage, high-visibility role for someone who thinks in systems, builds for durability, and thrives when the problem is ambiguous and cross-functional.
What you'll do:
Platform Strategy & Roadmap
- Own the product vision and roadmap for Ocrolus's platform layer: document intelligence/extraction infrastructure, API/developer platform, and model orchestration
- Define platform abstractions and capabilities that serve both SMB and Mortgage business units without creating one-off solutions
- Make crisp prioritization decisions across competing BU needs, balancing near-term delivery with long-term platform scalability
AI/ML, Automation & Agentic Services
- Own end-to-end human-in-the-loop learning systems, including task design, feedback loops, and data generation to continuously improve model performance
- Partner with the Automation and ML teams to advance document accuracy, classification models, and extraction pipelines
- Drive the product strategy for model orchestration, including how we evaluate, deploy, and monitor AI/ML models in production
- Be a thought partner to our vertical teams (SMB and Mortgage) on developing and executing agentic services. Help identify where AI agents can automate workflows, replace manual steps, and create step-function improvements in our products
- Translate emerging AI capabilities (LLMs, vision models, foundation models, agentic architectures) into practical platform features that create defensible competitive advantage
- Stay deeply curious about what's happening in AI/ML. Read papers, break things, form opinions. We need someone genuinely excited by the technology, not managing it from a distance
API & Developer Experience
- Own the developer-facing surface area of Ocrolus: APIs, documentation, webhooks, and integration patterns
- Define the platform contract that internal teams and external customers build against
- Drive improvements in API reliability, latency, and developer ergonomics
Cross-BU Collaboration & Stakeholder Management
- Navigate competing priorities across SMB and Mortgage product teams, acting as the connective tissue between vertical needs and horizontal capabilities
- Partner closely with operations teams to ensure platform capabilities effectively handle edge cases and real-world variability in document workflows
- Partner with engineering leadership to align on technical architecture, capacity allocation, and build-vs-buy decisions
- Communicate platform strategy and tradeoffs clearly to executive leadership
Execution & Team Building
- Lead a team of platform product managers
- Define and drive accuracy-first quality frameworks specific to document intelligence, including measurement and continuous improvement
- Ship iteratively with a bias toward learning, not perfection
- Roll up your sleeves. Prototype with code, vibe code solutions, build quick proofs-of-concept. We value PMs who do, not just spec
- Define platform metrics, SLAs, and health indicators that create accountability
Who we're looking for (Skill Sets and Qualifications):
- 8-14 years of experience in product management, with at least 3 years owning platform, infrastructure, or developer-facing products
- Technical/engineering background (CS, engineering degree, or equivalent hands-on experience). You can read architecture diagrams, reason about system design, and hold your own with senior engineers
- Deep AI fluency and intellectual curiosity. You follow what's happening in AI/ML because you're genuinely interested, not because the job requires it. You have opinions about model architectures, tooling, and where the space is headed
- Demonstrated experience building and scaling AI/ML-powered products or platforms in production environments
- Hands-on builder mentality. You've prototyped solutions, written code (or vibe coded) to test ideas, and don't wait for engineering to validate every hypothesis
- Track record of working at growth-stage companies (Series B-D, $20M-$200M ARR) where you had to build systems, not just manage them
- Strong cross-functional leadership: you've navigated competing stakeholder priorities and made tradeoff decisions that stuck
- Experience managing or mentoring other product managers
- Experience in fintech, lending, document processing, or financial data infrastructure
Preferred Qualifications:
- Prior experience with document intelligence, OCR, or unstructured data extraction at scale
- Familiarity with ML model lifecycle management: training, evaluation, deployment, monitoring
- Experience building API platforms or developer tools used by external customers
- Background in fraud detection, identity verification, or underwriting automation
- Contributions to open-source projects, published technical writing, or side projects that demonstrate genuine builder instincts
Note:
The full-time salary range for this role is around $180,000 - $220,000 + 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.
Ready to apply?
Apply to Ocrolus Inc.
Account Manager - SMB
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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. Join us, and help redefine how the world’s most innovative lenders do business.
Summary:
Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented SMB/Consumer clients. This role will require ~25% domestic travel. The candidate will be in charge of managing relationships and helping to facilitate process change management within the SMB/Consumer client to maximize the Ocrolus platform. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
What you'll do:
- Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within SMB/Consumer clients
- Identify opportunities to adjust client processes to maximize Ocrolus footprint
- Operate as the central point of contact for assigned customer base
- Coordinate with teammates working on the same account to provide consistent excellent service
- Ensure clients receive requested products and services in a timely fashion
- Communicate client needs, demands and goals to our internal teams
- Collaborate with sales team to reach prospective clients
- Service multiple clients concurrently while consistently meeting deadlines
- Keep records of client transactions
- Forecast and track client account metrics
- Be a vital part in helping not only the team, but the company grow
Who we're looking for:
- Bachelor's degree in business or related field
- 4+ years of SMB/Consumer Lending experience and processes related to SMB/Consumer based companies
- Proven track record of success with upselling, cross-selling and renewals
- Client focused solutions experience
- Ability to communicate client needs with internal teams
- Talent for influencing process change management
- Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
- Growth mindset
Bonus points:
- Strong understanding of API based work
- B2B FinTech experience
- Worked for a hypergrowth-startup company
- Previous utilization of Salesforce
- Experience with failure and ability to course correct
Note:
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.
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.
Ready to apply?
Apply to Ocrolus Inc.
Mortgage Underwriter - Contractor
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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. 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.
Ready to apply?
Apply to Ocrolus Inc.
Mortgage Forward Deployed Engineer
Share this job
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’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. One day you might be prototyping a custom integration; the next, you’re running a proof-of-value with a C-suite exec; the next, you’re feeding back product insights that shape the roadmap. 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
Who we're looking for: (Skill Sets and 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.
Nice to Have:
- Experience with SaaS integrations or loan origination systems.
- Additional mortgage LOS/POS experience
- Exposure to AI/ML or generative AI.
Why You’ll Love It Here
- You’ll have ownership from day one, our FDEs lead projects end-to-end.
- You’ll work directly with customers and see the immediate impact of what you build.
- You’ll shape the product by bringing the voice of the customer straight to engineering.
- You’ll work directly with a team focused on creating an excellent client experience
- You’ll have fun working with a highly proactive, collaborative team
Note:
The full-time salary range for this role is between $150,000 - $170,000 + 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.
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.
Ready to apply?
Apply to Ocrolus Inc.
Product Marketing Manager
Share this job
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.
Ready to apply?
Apply to Ocrolus Inc.
Senior Manager Event Programs
Share this job
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’re hiring a Senior Manager, Event Programs to own Ocrolus’ industry events and owned field marketing programs, from large national conferences to curated executive dinners, roadshows, workshops, and regional activations. This role goes beyond logistics: you’ll orchestrate full-funnel programs across marketing and revenue, leverage AI and automation to eliminate busywork and influence across revenue, product and executive teams to create pipeline, accelerate deals, and strengthen customer relationships through world-class events.
You are a detail-obsessed event operator and a wide-angle program owner who not only rolls up your sleeves on execution while also owning strategy, measurement, and continuous improvement. You proactively source speaking opportunities, build promotional campaigns, operationalize attendee intelligence, and are relentless about follow-through long after an event concludes.
This role owns event and field marketing programs for a specific Ocrolus vertical (SMB or Mortgage), operating with shared standards while developing deep vertical expertise.
What you’ll do
End-to-end event ownership
- Own Ocrolus’ full event portfolio for an assigned vertical (SMB or Mortgage), including industry conferences, owned field marketing programs (executive dinners, roadshows, workshops, roundtables, customer events), and partner-led activations.
- Build the annual event and field marketing strategy and budget aligned to revenue goals, balancing conferences and curated field programs to drive pipeline creation, deal acceleration, and customer expansion.
- Define event objectives, KPIs, and attribution models (sourced vs. influenced pipeline, pipeline acceleration, expansion impact) and clearly communicate results to stakeholders.
- Maintain an evolving go/no-go decision framework for net-new shows, field formats, and sponsorship tiers, leveraging AI to evaluate ROI, audience fit, and account coverage.
- Design high-intent event experiences that go beyond the conference floor that prioritize meetings, executive engagement, and quality conversations over volume.
- Own contracts, sponsor deliverables, booth logistics, venues, vendors, swag, and on-site execution; negotiate to maximize value across all event types.
- Partner with Sales, Account Management, and Customer Marketing to align on target accounts, regions, and objectives for each event and field program.
- Guide agencies and vendors; develop run-of-show, staffing plans, and real-time lead capture and qualification workflows that sync with the CRM in real time.
- Build and optimize repeatable event and field marketing playbooks as programs scale.
Speaking & content programs
- Proactively source call-for-speakers and paid/earned thought-leadership opportunities at events; make clear recommendations, draft abstracts, and own submissions end-to-end.
- Partner with executives, product marketing, and internal SMEs to develop compelling narratives, panels and presentations (in partnership with brand marketing).
- Support partner-led events and co-branded activations.
Revenue alignment & AI
- Partner with RevOps and Growth to covert attendee lists into action with AI-assisted workflows and clear SLAs
- Operationalize pre-event meeting booking and post-event acceleration for both conferences and field programs.
- Use AI and data to recommend target accounts, invite lists, and follow-up prioritization, including reviewing large datasets to inform go/no-go decisions.
- Collaborate with content, design, growth, and product marketing to deliver cohesive pre- and post-event campaigns.
- Own event-related messaging and asset creation (signage, decks, microsites, printed materials, gifting).
- Publish 48-hour executive summaries (key accounts touched, hot leads, next actions) and 7/14/30-day pipeline updates; lead post-event retrospectives and optimization.
You’ll thrive here if you
- Are T-shaped: deep in event operations and production, broad across demand gen, lifecycle marketing, content, and RevOps.
- Have a strong bias for action and can influence without authority across SDRs, AEs, AMs, Product, and Executive teams.
- Are data-centric and comfortable working with large datasets (attendee lists, account coverage, pipeline analysis) to drive decisions.
- Have an AI-first mentality and treat AI as your co-pilot so humans focus on judgment while automation handles scale.
- A/B test relentlessly and operate with a progress-over-perfection mindset
- Enjoy going deep in a vertical and designing events that reflect how buyers actually buy.
What you bring
- 3 -10 years in B2B event marketing, demand gen, or ABM, plus 3+ years owning major industry conferences.
- Proven record of tying events to pipeline and revenue, not just attendance and logistics.
- Experience with a modern martech stack: CRMs (e.g., Salesforce and/or HubSpot), marketing automation (e.g., HubSpot), routing & enrichment (e.g., ZoomInfo/Clay), ABM platforms (e.g., 6sense), project management tools (e.g., Asana), sales intelligence tools (e.g., Gong) and OpenAI.
- Hands-on experience with LLMs and AI tools (ChatGPT/Claude/Copilot), plus familiarity with automation (Zapier/Workato/Make/n8n), and prompt design extraordinaire.
- Strong written communication skills, including briefs and abstracts, landing pages, email copy, and executive-ready recaps.
- Strong vendor management and negotiation skills; budget ownership experience.
Note:
The full-time salary range for this role is between $150,000 - $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.
Ready to apply?
Apply to Ocrolus Inc.
Senior Software Engineer - Python
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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. Join us, and help redefine how the world’s most innovative lenders do business.
We are looking for a Senior Software Engineer with a solid technical background and highly skilled in building scalable distributed systems, also good in data analysis and build feature/system based on data pattern. The candidate is capable of working in a fast-paced environment, and willing to take ownership to demonstrate engineering excellence.
What you'll do:
- Designing, implementing, and maintaining Microservices using Python/Go.
- Designing and developing cloud based software products conforming to industry best practices.
- Build systems, services, and tools to handle new Ocrolus products and business requirements that securely scale over millions of transactions.
- Build and scale our fast-growing online services and data pipelines.
- Collaborate with other teams on security, reliability, and automation.
- Supporting the testing process, troubleshooting issues and resolving them.
Who we're looking for: (Skill Sets and Qualifications)
- Bachelor's degree in Computer Science or related field.
- 5+ years engineering experience.
- Expert in Go and/or Python and/or Java and experience in building complex systems and applications.
- Solid database skills (Postgres, MySQL etc) and data modeling experience.
- Experience with Web Frameworks like Spring, Flask, and related ecosystems
- Strong problem-solving and communication skills.
- Can contribute best-practices and architectural leadership to our backend applications and help pick the architecture, frameworks and tooling for our next generation platform.
- Experience leading and owning projects from beginning to end.
- Experience with agile methodologies and automated testing.
- Familiarity with containerisation, microservices architecture, continuous integration, Amazon Web Services, and deployment.
Note:
The full-time salary range for this role is around $180,000 + 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.
Ready to apply?
Apply to Ocrolus Inc.
Senior Software Engineer - Golang
Share this job
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 looking for a Senior Software Engineer with a solid technical background and highly skilled in building scalable distributed systems. The candidate is capable of working in a fast-paced environment, and willing to take ownership to demonstrate engineering excellence.
What you'll do:
- Design, implement, and maintain Microservices using Go, Python and/or Java.
- Design and develop cloud based software products conforming to industry best practices.
- Build systems, services, and tools to handle new Ocrolus products and business requirements that securely scale over millions of transactions.
- Build and scale our fast-growing online services and data pipelines.
- Collaborate with other teams on security, reliability, and automation.
- Support the testing process, troubleshooting issues and resolving them.
What you'll bring:
- Bachelor's degree in Computer Science or related field.
- 5+ years engineering experience.
- Expert in Go, Python and/or Java and experience in building complex systems and applications.
- Solid database skills (Postgres, MySQL etc) and data modeling experience.
- Experience with Web Frameworks like Spring, Flask, and related ecosystems
- Strong problem-solving and communication skills.
- Ability to contribute best-practices and architectural leadership to our backend applications and help pick the architecture, frameworks and tooling for our next generation platform.
- Experience leading and owning projects from beginning to end.
- Experience with agile methodologies and automated testing.
- Familiarity with containerization, microservices architecture, continuous integration and deployment.
Note: We’re hiring remotely, but to support team collaboration, candidates must be located in CST or EST.
The full-time salary range for this role is around $180,000 + 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.
Ready to apply?
Apply to Ocrolus Inc.
Enterprise Account Executive - Mortgage
Share this job
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.
- 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
What you'll bring:
- 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
Bonus points:
- Experience working at a hypergrowth, startup company
- 2+ years of working in the Fintech / financial vertical
- Value selling experience with API platforms
Note:
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.
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.
Ready to apply?
Apply to Ocrolus Inc.
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