Automation and AI Specialist

We are seeking a highly motivated and technically skilledAutomation and AI Specialistto join our Professional Services team. This role is critical to advancing our implementation capabilities by designing and developing innovative automation and AI-driven solutions that accelerate and streamline the configuration of our Mortgage Cadence Platform (MCP).

The ideal candidate is passionate about leveraging cutting-edge technologies like Large Language Models (LLMs) and workflow automation platforms (e.g., n8n, Power Automate) to reduce manual effort, improve accuracy, and scale implementation efforts across clients. This individual will collaborate closely with implementation consultants, project managers, configuration specialists, and product teams to identify opportunities and deliver tangible outcomes through automation.

Key Responsibilities:

• Design, develop, and maintainAI- and automation-driven solutionsthat support the rapid configuration of MCP for client implementations.
• LeverageLLMs (e.g., OpenAI, Claude)to interpret client documentation (e.g., underwriting guidelines, product matrices, policies) and generate configuration outputs.
• Build and optimizeautomated workflowsusing tools such asn8n, Power Automate, Zapier, or custom scripts to streamline repetitive tasks in the implementation lifecycle.
• Integrate outputs with system APIs topopulate configuration templates and system admin screens.
• Partner with subject matter experts toidentify high-impact use casesand translate business needs into scalable technical solutions.
• Collaborate with Product and Engineering teams to ensure solutions aresecure, compliant, and maintainable.
• Create internal documentation,training materials, and guides to support adoption and enable team self-sufficiency.
• Stay current on AI/automation trends and proactively proposenew tools or approachesthat can drive efficiency.

Requirements

Required Qualifications:

• 3+ years of experience in a role focused onautomation, AI/ML, or software development.
• Hands-on experience withworkflow automation platforms(e.g., n8n, Power Automate, Zapier).
• Experience working withLarge Language Models (LLMs)like OpenAI GPT, Claude, or similar.
• Strong understanding ofREST APIs, JSON, and systems integration concepts.
• Proficient inJavaScript, Python, .NET, or other scripting languages used for automation.
• Familiarity withcloud platforms(e.g., Azure, AWS, GCP).
• Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders.
• Experience withdocument parsing, data extraction, and AI-based content analysis.
• Knowledge ofprompt engineeringtechniques and model fine-tuning.

Preferred Qualifications:

• Bachelor’s degree in Computer Science, Information Systems, Engineering, or related field; or equivalent practical experience.
• Experience working in themortgage or fintech industry, particularly in implementation or configuration roles.
• Familiarity withLoan Origination Systems (LOS), especially Mortgage Cadence.
• Exposure toRPA toolssuch as UiPath, Automation Anywhere, or Blue Prism is a plus.