About the Role
You will be the primary source of truth for mortgage origination workflows and systems, covering every aspect from lead generation to closing. Your expertise will be used to create maps, documentation, and quality standards for AI training and evaluation. You will collaborate closely with engineering and product teams to ensure AI agents match the performance of top human experts.
Responsibilities
- Map mortgage origination end-to-end, including workflows, customer touchpoints, and lender systems (LOS, POS, PPE, AUS, credit, verifications, doc prep, e-close).
- Conduct quality assurance and error triage on live agent output, providing structured feedback to engineering for improvements.
- Build comprehensive edge-case datasets for AI development, focusing on areas like TRID/disclosure timing, AUS interpretation, and agency guideline handling.
- Serve as the domain expert for engineering, product, and deployment teams, including during customer go-lives.
Requirements
- 5+ years of experience in mortgage origination operations (processor, underwriter, or originator).
- Experience with multiple loan types (conforming, jumbo, non-QM, FHA/VA).
- Ability to meticulously work through complex loan files.
- Hands-on experience with loan origination systems (Encompass, Empower, or similar), including configuration and data flow.
- Technical aptitude, including comfort with API documentation, data schemas, and JSON/XML payloads.
- Familiarity with tools like Postman is a significant advantage.
- Demonstrated ability to identify, triage, and solve problems with a strong focus on detail.
- Enthusiasm for building technology that scales expertise and joining an early-stage, fast-paced team.
Skills
- Mortgage origination workflows
- Loan origination systems (Encompass, Empower)
- API documentation
- Data schemas
- JSON/XML payloads
- Postman
- Quality assurance
- Error triage
- Problem-solving
- Attention to detail
Experience Level
- 5+ years
Benefits
- Opportunity to work with a world-class team building a generational company.
- Competitive Compensation
- Meaningful Equity
- Robust medical, vision, & dental coverage
- 401(K) plan offering
- Paid Company Meals
- Company offsites
About the Company
- Kastle is developing an AI operating system for consumer lending, initially focusing on mortgage.
- The company partners with major U.S. mortgage lenders to enhance contact center and compliance operations using AI-driven voice agents.
- Kastle has processed over $1 billion in transactions.
- The company is backed by Y Combinator, Commerce Ventures, and executives from Snapdocs, Google, and WePay.
