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.
Skills Required
- Bachelor's degree in Finance, Business, or a related field
- 7+ years of US residential mortgage underwriting and/or post-closing quality control experience across VA, FHA, and Conventional loans
- Client-facing experience with US clients, including handling escalations
- Expert knowledge of VA Pamphlet 26-7, HUD 4000.1, and Fannie Mae/Freddie Mac guides
- FHA DE certification 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
- Knowledge of USDA, Jumbo, and Non-QM lending, plus TRID, ATR/QM, ECOA, and RESPA
- CMB or similar certification
- Experience in mortgage technology, SaaS, consulting, or customer success
- Exposure to AI/IDP automation or writing business requirements
- HUD/VA audit or investor QC experience
- Excel/Power BI reporting or Six Sigma/Lean background
What We Do
At Infrrd, we help businesses handle messy, unstructured documents. Our AI-powered platform extracts, organizes, and automates data processing—so you don’t have to. From invoices and contracts to engineering drawings and handwritten notes, we handle the complex stuff that traditional OCR and automation tools can't. Our technology learns from real-world data, making it faster, more accurate, and more intelligent over time. But we don’t stop at data extraction. Infrrd automates entire workflows, cutting down manual effort, reducing errors, and speeding up processes for industries like insurance, mortgage, real estate, engineering, and logistics. Tailored for Your Industry One-size-fits-all? Not here. Infrrd’s AI is built for your industry—whether you’re in insurance, mortgage, real estate, engineering, or logistics. With over a decade of experience, we’ve fine-tuned our platform to handle industry-specific challenges with unmatched accuracy. Innovation That Keeps You Ahead We don’t just follow trends—we create them. Our dedicated R&D team is constantly pushing the boundaries of automation, bringing game-changing AI advancements to market first. With 11+ international patents (and counting!), we’re committed to making document processing smarter, faster, and easier. Meet Ally | Your AI-Powered Intelligent Agent Ally is our latest breakthrough—an AI-driven agent that takes workflow automation to the next level. Pre-trained on industry knowledge, Ally eliminates manual work, handling everything from data extraction to intuitive decision-making.
