Mortgage AI Solutions Specialist

First United Bank • Plano, TX

11d

About The Position

The Mortgage AI Solutions Specialist helps Mortgage apply AI and automation to everyday processes and reports, aligning work with the AI Program Office. Mortgage leadership sets business priorities and desired outcomes, while the AI Program Office provides technical standards and governance guidance. Within agreed scope, approved tools, permissions, and risk limits, the specialist identifies opportunities, recommends approaches, plans and executes work, and owns delivery through adoption and measurement of results. Design review and technical support are available as needed. The role works with executive leadership, governance committees, sales and operations teams, back-office functions, Community Bank, and the existing mortgage process design effort, building practical experience in responsible AI delivery.

The specialist researches Mortgage processes and technology, maps workflows, and recommends process improvements, conventional automation, or AI solutions. They plan proofs of concept and pilots, document findings, translate business priorities into solution designs, and build and deploy scoped solutions on approved platforms and low-code tools. The role includes testing, governance and risk reviews, documentation, monitoring, user training, and measuring outcomes to recommend improvements, scaling, or retirement of solutions.

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, translate an agreed business outcome into a practical plan, make sound decisions within defined boundaries, and recognize when review or escalation is needed.
• 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.
• Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

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 assigned line-of-business processes and identify opportunities for AI and automation.
• Investigate Mortgage processes and constraints; recommend suitable improvements while simplifying work before automating and preserving bank controls.
• Research enterprise platforms, vendor products, emerging tools, 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 in a decision-ready format.
• 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 that follow AI Program Office standards and required design 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, support user acceptance testing, resolve defects through go-live, communicate progress, address routine delivery issues, and escalate out-of-scope risks, dependencies, and decisions.
• 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 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.
• Capture reusable patterns, prompts, components, and templates to support 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: Mid Level