We are looking for a hands-on professional to accelerate the adoption of AI tools such as ChatGPT and Gemini across our clients' operations teams. This role focuses on practical enablement, workflow automation, and governance—helping non-technical teams use AI safely and effectively in their day-to-day work. The ideal candidate combines strong communication skills with no-code/low-code automation expertise and a pragmatic understanding of how AI can improve operational efficiency and quality.
Requirements
- Experience training or enabling non-technical teams such as operations, customer service, underwriting, or processing teams.
- Strong no-code/low-code automation experience (e.g., Zapier, Make, n8n), including building, testing, troubleshooting, and maintaining workflows and integrations.
- Working knowledge of AI tools and practical prompting patterns, with the ability to translate business tasks into repeatable AI-assisted workflows.
- Excellent communication skills, with the ability to teach, document, and drive adoption without relying on heavy technical jargon.
- Familiarity with loan servicing or origination operations, or adjacent fintech operations.
- Basic Python proficiency for small scripts and data tasks such as CSV transforms, validation checks, simple API usage, and regex/text parsing.
- Familiarity with webhooks, simple APIs, and basic SQL for data pulls, validation, and integration troubleshooting.
- Experience building internal enablement programs, including curriculum development, certifications, or knowledge bases.
- Change management experience, including rollout planning, stakeholder alignment, and adoption measurement.
Responsibilities
AI Enablement & Training
- Design and deliver practical AI training for Operations teams through workshops, onboarding sessions, and office hours.
- Create and maintain a reusable AI playbook, including prompt patterns, use-case recipes, do/don’t guidance, and examples tailored to mortgage processing.
- Coach SMEs and frontline users to apply AI effectively in daily workflows such as email drafting, document interpretation, checklist creation, exception handling, summarization, and QA support.
Workflow & Automation Execution
- Identify high-impact workflows where AI and automation can reduce cycle time, improve quality, or eliminate bottlenecks.
- Build and maintain no-code/low-code automations (workflow builders, integrations, data hygiene routines) with a skillset comparable to a strong CRM administrator.
- Partner with SMEs to scope and deliver solutions, turning ambiguous problems into executable steps, tests, and deployed workflows.
- Use basic Python for lightweight scripting (data cleanup, validation, file transforms, small utilities, and prototypes) when no-code solutions reach their limits.
Governance & Quality
- Establish safe AI usage practices and guardrails, including approved tools, data-handling guidance, and reusable templates.
- Define and track success metrics such as adoption, time saved, defect reduction, and SLA improvements, and report progress.
- Maintain documentation including SOP updates, runbooks, workflow diagrams, and “how we do it” guides.
Benefits
- Competitive compensation in USD.
- Fully remote work.
- Flexible schedule and collaborative work environment.
