Serves as the primary authority on US mortgage underwriting and quality control across VA, FHA, and Conventional loans. Leads client workshops, translates lending guidelines into product requirements, resolves escalations, supports sales activities, audits QC reviews, identifies defect patterns, validates AI document extraction, tracks regulatory updates, and trains internal and client teams.
Hello there! Infrrd here.
Haven't heard of us? No problem. First off, it's pronounced In-fur-d.
We are a leading Enterprise AI and Intelligent Document Processing (IDP) company helping global organizations automate document-heavy workflows across mortgage, insurance, construction, and manufacturing.
We are looking for a Subject Matter Expert (SME) – US Mortgage Underwriting. As our go-to authority on underwriting and QC, you will work directly with US lender and servicer clients and guide our product, AI, and operations teams. This role is ideal for a seasoned underwriter who is as comfortable on a client call as deep in a loan file.
Key Responsibilities
- Lead client discovery sessions, workshops, and business reviews, and build trusted relationships with underwriting, QC, and compliance leaders
- Turn client guidelines, overlays, and QC checklists into clear requirements for product and delivery teams
- Handle client escalations and guideline-interpretation questions, and support pre-sales, demos, and RFPs
- Act as the final authority on complex underwriting and QC decisions across VA, FHA, and Conventional loans
- Audit pre- and post-closing QC reviews for accuracy and root cause, and flag recurring defect patterns
- Define extraction fields, validation rules, and edge cases for mortgage documents, and review AI output for accuracy
- Track regulatory and guideline updates (VA, HUD, GSE, TRID, ATR/QM), support audits, and train internal and client teams
Must-Have Qualifications
- Bachelor's degree in Finance, Business, or a related field
- 7+ years in US residential mortgage underwriting and/or post-closing QC across VA, FHA, and Conventional loans
- Proven client-facing experience with US clients, including handling escalations
- Expert knowledge of VA Pamphlet 26-7, HUD 4000.1, and the Fannie Mae/Freddie Mac guides
- DE certification (FHA) and VA SAR, or equivalent
- Experience with Encompass, ACES, DocMagic, Calyx, or similar platforms
- Excellent communication skills and flexibility to overlap with US business hours
Good-to-Have Skills
- USDA, Jumbo, and Non-QM knowledge, plus familiarity with TRID, ATR/QM, ECOA, and RESPA
- CMB or similar certification
- Experience in mortgage tech, SaaS, consulting, or customer success
- Exposure to AI/IDP automation or to writing business requirements
- HUD/VA audit or investor QC experience
- Excel/Power BI reporting, or a Six Sigma/Lean background
Looking forward to speaking with you!
By submitting your application, you agree that your personal information and resume may be collected, processed, and stored by us for recruitment purposes, including consideration for future roles.
Infrrd San Jose, California, USA Office
Suite 301E, 2001 Gateway Place, San Jose, California, United States, 95110
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