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Mortgage Support Analyst

Role overview

Qualifications

  • Experience 3yrs+
  • Excellent written and verbal communication skills
  • Strong analytical and logical reasoning capabilities
  • Proficient in Google tools (Google Docs/Google Sheets)

Responsibilities

  • Serve as the first point of contact for customers via email, chat, or phone
  • Handle incoming customer calls and work on support tickets to resolve queries
  • Investigate and resolve customer complaints by collaborating with internal teams
  • Maintain thorough documentation of customer interactions, queries, and resolutions

Key facts

Hard skills

Other skills

  • Analytical Thinking
  • Non-Verbal Communication
  • Customer Service
  • Logical Reasoning
  • Time Management
  • Collaboration
  • Adaptability

About the company

Ocrolus logo

Ocrolus

  • Fintech & Payments
  • SME
  • 201–500
Ocrolus is a document AI platform that enables faster and more accurate financial decision-making. The company analyzes documents with over 99% accuracy, regardless of format or quality, supporting over one thousand types of documents including bank statements, pay stubs and tax forms. Ocrolus provides a trusted solution to detect fraud, analyze cash flows and income, and streamline decisions for over 500 clients across a number of use cases. Customers such as CrossCountry Mortgage, Better Mortgage, Deephaven Mortgage, PennyMac Financial Services and American Financial Network leverage Ocrolus automation to build delightful user experiences. To learn more, visit Ocrolus.com.

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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.

Job Title: Mortgage Analyst/Senior Mortgage Analyst/ Mortgage Support Lead / Mortgage Support Specialist

Location: Remote

Timings: 6 PM to 3 AM IST

We are seeking a detail-oriented and articulate US Mortgage Support Analyst to join our support team. The ideal candidate will bring strong written and verbal communication skills, acommerce background with a focus on Mathematics or Economics, and practical experience in mortgage platform to effectively understand, troubleshoot, and support customer issues. This is a great opportunity for someone who combines analytical thinking with a customer-first approach.

Key Responsibilities:

  • Serve as the first point of contact for customers via email, chat, or phone.
  • Handle incoming customer calls and work on support tickets to resolve queries and ensure timely issue resolution.
  • Deliver prompt, accurate, and courteous responses to customer inquiries and issues.
  • Investigate and resolve customer complaints by collaborating with internal teams and utilizing the platform to extract or verify data.
  • Maintain thorough documentation of customer interactions, queries, and resolutions.
    Monitor and track common issues to help identify trends and escalate systemic problems.
  • Contribute to improving support documentation, FAQs, and internal knowledge bases.
  • Support service-level agreements (SLAs) and meet quality and responsiveness KPIs.

Required Skills:

  • Experience 3yrs+
  • Excellent written and verbal communication skills with a professional and empathetic tone.
  • Strong analytical and logical reasoning capabilities.
  • Proficient in Google tools. (Google Docs/Google Sheet)
  • Ability to handle multiple tasks, prioritize issues, and manage time effectively.
  • Collaborative mindset with a willingness to learn and adapt.

Previous experience in the Mortgage Underwriting domain. 

Preferred Skills:

  • Familiarity with ticketing systems and customer support metrics.
  • Understanding of data integrity and confidentiality best practices.

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.

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