---
title: 'Mortgage Underwriting Manager at Ocrolus Inc.'
canonical: 'https://feeny.ai/job/mortgage-underwriting-manager-ocrolus-inc-india-4c1rmfsz65v0'
type: 'job'
last_seen: '2026-09-10'
---

# Mortgage Underwriting Manager at Ocrolus Inc.

- **Company:** Ocrolus Inc.
- **Location:** India
- **Work type:** remote
- **Posted:** 2026-08-11
- **Last confirmed live:** 2026-09-10
- **Apply:** https://job-boards.greenhouse.io/ocrolusinc/jobs/6139397004

## Job description

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

We're looking for an experienced mortgage underwriting leader to build and lead a team of underwriters responsible for validating the quality of our AI-powered underwriting products. This team serves as the final line of defense in ensuring our products make accurate, guideline-compliant underwriting decisions.

Your team will review a statistically representative sample of production loans every day, evaluating the accuracy of automated underwriting outputs, identifying trends, and uncovering opportunities to improve product quality. You'll transform detailed underwriting findings into actionable insights that Product, Engineering, and Machine Learning teams can use to improve product performance.

Success in this role requires deep underwriting expertise, strong people leadership, exceptional analytical skills, and the ability to communicate complex mortgage concepts in a way that drives product improvements.

## Key Responsibilities

## Team Leadership

Lead, and develop a high-performing team of mortgage underwriters responsible for quality assurance of Ocrolus mortgage products.

- Hire, onboard, coach, and manage team performance while fostering continuous professional development.
- Manage workforce planning, review capacity, and quality coverage to ensure consistent daily sampling and analysis.
- Serve as the senior underwriting subject matter expert for the QA team, providing guidance on complex underwriting scenarios a

Underwriting Quality Assurance

- Oversee daily reviews of a representative sample of production loan files to validate the accuracy and consistency of mortgage product output
- Drive consistency in QA scoring, documentation, and root cause analysis across the team.

Product Quality & Insights

- Identify trends, recurring defects, and opportunities for product improvement through systematic QA reviews.
- Distinguish between isolated issues and systemic product gaps using data-driven analysis.
- Translate underwriting observations into clear language that engineering and product teams can understand and act upon.

Cross-Functional Collaboration

- Partner closely with Product, Engineering, Machine Learning, and Customer Success to improve underwriting accuracy.
- Participate in product planning by representing the voice of underwriting quality.
- Support customer-facing teams by providing underwriting expertise for complex product questions and escalations when needed.

Required Skills & Experience

- 8+ years of residential mortgage underwriting experience, including significant experience with agency lending.
- 3+ years managing or leading teams of mortgage underwriters or quality assurance professionals.
- Deep expertise in residential mortgage underwriting, including borrower eligibility, income analysis, asset verification, credit assessment, collateral review, appraisal analysis, underwriting conditions, and agency guideline interpretation.
- Demonstrated ability to identify trends, perform root cause analysis, and translate findings into process or technology improvements.
- Exceptional written and verbal communication skills with the ability to simplify complex underwriting concepts for technical audiences.
- Strong analytical mindset with experience using data to identify quality trends
- Experience working with Loan Origination Systems (Encompass, Byte, etc.) and mortgage technology platforms.
- Experience partnering with Product or Engineering teams is strongly preferred.

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.

## About Ocrolus Inc.

## Company Overview
- **One-liner**: Ocrolus is an AI-powered workflow and analytics platform that automates financial document analysis and underwriting for lenders.
- **Entity Type**: Private (Series C / Unattributed VC; last round $10.5M in February 2023)
- **Headquarters**: New York, New York, United States (101 Greenwich Street, Floor 11A)
- **Founded**: 2014
- **Founders**: Peter Bobley (Co-founder) – other co-founders not publicly named

## Core Business
- **Primary Industry**: Financial Services – AI-powered lending automation (mortgage, SMB, consumer lending, auto finance, legal, tax, tenant screening)
- **Target Customers**: B2B – banks, credit unions, fintech lenders, mortgage originators (enterprise and mid-market)
- **Mission/Purpose**: Transform financial decision-making through intelligent automation, expanding access to credit by making underwriting faster and more accurate.

## Products & Services
- **Ocrolus Platform (API & Dashboard)**: A SaaS platform that classifies documents, extracts key data, detects fraud, and delivers cash flow and income analysis. Supports regulatory-grade data capture with reported >99% accuracy.
- **Classify**: A machine learning tool for sorting and categorizing financial documents.
- **Vertical Solutions**: Tailored workflows for mortgage, SMB funding, consumer lending, auto finance, legal, Medicaid, tax, and tenant screening.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed; Forbes named Ocrolus a “Next Billion-Dollar Startup” (source: company page).
- **Key Metric – Total Funding**: Conflicting reports – $137.91M (CB Insights) vs. $140.7M (LinkedIn). Both cite rounds including Series C ($80M in September 2021), $10.5M venture round (February 2023), and earlier seed/convertible notes.
- **Annual Revenue**: $8.5M (LinkedIn estimate, likely as of 2025).
- **Notable Customers**: PayPal, Brex, SoFi, Blend, Plaid (source: Greenhouse careers page).
- **Notable Investors**: Bullpen Capital, QED Investors, Fin Capital, Laconia Capital Group, RiverPark Ventures (and 40+ others; CB Insights lists 44+ investors).
- **Growth Signals**: Analyzing 750k credit applications per month; 3,700+ active user accounts; employee count of 468 (LinkedIn) with monthly headcount growth of +2.3%; operates in 5 countries (US, India, Canada, UK, Ireland).

## Competitive Advantages
- **Regulatory-grade accuracy**: Human-in-the-loop document automation delivers >99% accuracy, replacing legacy OCR (75-80% accuracy).
- **Unique data advantage**: AI models trained on millions of financial documents for cash flow and income-based underwriting.
- **Deep integrations**: Works with major Loan Origination Systems (LOS) and fintech infrastructure providers.
- **Fraud detection and compliance**: Built-in fraud detection and data manipulation identification.

## Strategic Focus
- **Expand vertical solutions**: Continued push into mortgage, SMB lending, and adjacent verticals (legal, tax, tenant screening).
- **AI-driven automation** Deepen vertical AI capabilities to replace manual underwriting and legacy OCR.
- **Global scale**: Growing engineering and operations in India (Gurugram, Noida) while maintaining US headquarters.
- **Product expansion**: Enhancing API and dashboard capabilities to handle more document types and analytics.

## Why Work Here
- **Culture**: Recognized as one of NYC’s Best Places to Work; values include ECHO (Excellence, Curiosity, Humility, Ownership/Optimism/Objectivity/Urgency/Appreciation – the company lists both “ECHO” and a separate set of values; see career page).
- **Remote/Hybrid**: Many roles listed as “Remote - US” or “Remote - IND”; some positions in New York, Atlanta, Austin, Chicago, etc. Strong remote-first posture for engineering.
- **Growth & Impact**: High-growth startup with over $100M raised, working with top fintech names. Employees can expect ownership, autonomy, and opportunities to shape product.
- **Diversity & Inclusion**: Explicit commitment to equal opportunity regardless of race, gender, age, disability, etc.
- **Perks**: Competitive benefits and development opportunities; noted in Greenhouse careers page.
- **Engineering Culture**: Emphasis on Python, Golang, AI/ML; Principal Engineer role for AI Transformation; large engineering base in India and US.

## Sources
1. [Ocrolus Website](https://www.ocrolus.com)
2. [Ocrolus Company Page](https://www.ocrolus.com/company/)
3. [Greenhouse Careers – Ocrolus](https://boards.greenhouse.io/ocrolusinc)
4. [CB Insights – Ocrolus Profile](https://www.cbinsights.com/company/ocrolus)
5. [LinkedIn – Ocrolus](https://www.linkedin.com/company/ocrolus)

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