Mortgage Originations Process Specialist

Kastle • San Francisco, CA

3d

About The Position

Kastle is building an AI operating system for consumer lending, starting with mortgage. We work with some of America's largest mortgage lenders, helping them scale their contact center and compliance operations using AI-driven voice agents. In this role, you will be the source of truth for mortgage origination workflows and systems, covering every workflow, system, and customer touchpoint from lead through closing. You will translate deep origination expertise and the mechanics of platforms like Encompass and Empower into the maps, documentation, and quality standards that our AI is built, trained, and measured against. You will collaborate closely with engineering and product teams to ensure our AI agents match the judgment of a top human expert on a live file.

Requirements

• 5+ years in mortgage originations in an operational capacity — processor, underwriter, or originator — across multiple loan types (conforming, jumbo, non-QM, FHA/VA), and you can work through a messy file with precision.
• Hands-on experience with loan origination systems — Encompass, Empower, or similar — including how they're configured and how data moves between them, not just as an end-user.
• Technically adept: comfortable reading API documentation, reasoning about data schemas, and working with JSON/XML payloads.
• Curious and relentless about identifying, triaging, and solving problems big or small, and detail is where you live.
• Energized by building technology that captures and scales your own expertise — and excited to join an early, fast-moving team building something industry-changing.

Nice To Haves

• Familiarity with tools like Postman is a big plus.

Responsibilities

• Map mortgage originations end to end — every workflow across origination, processing, and closing, every customer touchpoint, and every system a lender uses (LOS, POS, PPE, AUS, credit, verifications, doc prep, e-close), at a fidelity engineers and product can build directly against.
• Run quality assurance and error triage — review live agent output, catch what's wrong, and feed structured corrections back to engineering to drive measurable quality improvements.
• Build the edge-case dataset that reliable AI is built on — TRID/disclosure timing, AUS interpretation, and agency-guideline handling, especially the non-standard cases that break a deployment.
• Be the domain expert the engineering, product, and deployment teams rely on — including in the room at customer go-lives.

Benefits

• Opportunity to work with a world class team building a generational company that will redefine how every loan in America is made and managed
• Competitive Compensation + Meaningful Equity
• Robust medical, vision, & dental coverage
• 401(K) plan offering
• Paid Company Meals
• Company offsites to get to know the team

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed