Mortgage AI Solutions Specialist

First United Bank • Plano, TX

9d

About The Position

The Mortgage AI Solutions Specialist helps Mortgage apply AI and automation to everyday processes and reporting, while aligning with the AI Program Office. Mortgage leadership sets business priorities and desired outcomes; the AI Program Office provides technical standards and governance guidance. Within the agreed scope, approved tools, permissions, and risk limits, the specialist identifies opportunities, recommends approaches, plans and executes work, and owns delivery through adoption and measured results. Design review and technical support are available as needed.

The role collaborates with executive leadership, governance committees, sales and operations teams, back-office functions, Community Bank, and the existing mortgage process design effort. It offers practical experience in responsible AI delivery, with an emphasis on simplifying work before automating it and preserving bank controls.

Requirements

• Bachelor's degree in Information Systems, Computer Science, Business, or a related field, or equivalent practical experience.
• 2–3 years of professional experience in an operational, analytical, or process-focused role.
• Experience configuring or building on enterprise software, low-code, or workflow automation tools, with evidence of scoped solution delivery through professional work or substantial personal projects.
• Ability to learn new tools quickly.
• Ability to research business processes and supporting technology and explain findings in plain business language.
• Process mapping, requirements gathering, and testing skills.
• Ability to work without close day-to-day direction, turn an agreed business outcome into a practical plan, make sound decisions within defined boundaries, and recognize when review or escalation is required.
• Working knowledge of generative AI concepts, including prompting, retrieval, agents, and model limitations.
• Genuine interest in AI, safe experimentation, and sharing findings.
• Willingness to learn Mortgage through time spent with the team in daily operations.

Nice To Haves

• Familiarity with Microsoft 365 Copilot, Copilot Studio, Power Automate, Power Platform, or comparable enterprise AI tools.
• Exposure to mortgage origination, processing, closing, servicing, or related data.
• Professional or substantial personal solution-building experience; sanitized work samples may be shared, but confidential information must not be shared.

Responsibilities

• Learn how the assigned line of business performs core processes and identify opportunities for AI and automation.
• Independently investigate Mortgage processes and constraints; recommend suitable process improvements, conventional automation, or AI approaches.
• Research enterprise platforms, vendor products, and emerging tools, including embedded features, add-ons, licensing models, and roadmaps.
• Plan and execute scoped proofs of concept and pilots using representative workflows and permitted data; document findings, limitations, and recommendations.
• Work with business users to understand constraints and map current-state processes, decision points, handoffs, and data flows.
• Translate Mortgage priorities and user needs into scoped solution designs, delivery and configuration plans, and process changes consistent with AI Program Office standards and required reviews.
• Define future-state workflows and acceptance criteria, including exceptions, human approvals, fallback procedures, escalation, and control requirements.
• Plan, configure, build, and deploy scoped AI and automation solutions on approved platforms and low-code tools; seek coaching and technical support for complex or unfamiliar work and complete required reviews and approvals.
• Develop prompts, agents, workflows, and integrations that meet requirements and respect source-system and user permissions.
• Perform functional testing, including representative exceptions and failures; support user acceptance testing and resolve defects through go-live.
• Communicate progress, resolve routine delivery issues, and escalate risks, dependencies, and decisions beyond agreed scope or authority.
• Partner with IT, data, security, and vendor teams on integration, access, and environment needs.
• Maintain technical documentation, configuration records, test evidence, and runbooks for each delivered solution.
• Complete enterprise AI governance documentation and required Risk, Compliance, and Information Security reviews before sensitive-data use, new integrations, or production deployment; involve Risk before solutions influence customer decisions.
• Monitor deployed solutions for performance, accuracy, drift, and user-reported issues, and implement corrections.
• Provide user training, office hours, and enablement materials to support adoption.
• Capture reusable patterns, prompts, components, and templates for future delivery.
• Measure baseline and post-delivery effort, quality, adoption, and cost as relevant; use results and feedback to recommend improvements, scaling, or retirement with Mortgage leadership and the AI Program Office.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level