Make AI real, safe, and valuable for Loan Officers by researching, evaluating, integrating, launching, and scaling third-party AI tools and partnering on internal builds.
Requirements
- Define and execute the vision and roadmap for AI-driven sales enablement tools.
- Collaborate with other Product Managers and Product Owners to ensure a cohesive AI strategy and aligned roadmap.
- Evaluate emerging AI trends and apply them to the retail mortgage sales environment.
- Run structured discovery with LOs/Sales Leaders and translate pain points into a quarterly, value-ranked AI use-case roadmap.
- Build market scans and shortlists; lead scorecards and proof-of-value pilots.
- Drive approvals end-to-end through AI Risk Advisory, Software Advisory, Legal, Compliance, vendor management and InfoSec.
- Map current future workflows; design in-workflow experiences across CRM, Loan Origination System (LOS), Point of Sale, Product & Pricing Engine, Marketing automation and telephony.
- Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits.
- Measure the adoption and impact of AI and vendor solutions to inform future investments and promotion of tools.
- Maintain an Approved AI Vendor Catalog with lifecycle statuses and associated guardrails/model cards.
Benefits
- Medical
- Dental
- Vision
- Life insurance
- AD&D
- LTD
- 401(k) with employer match