Mortgage AI SME

Kforce is seeking a Mortgage AI SME to develop a 4-6 hour "AI in Practice" certification program for Mortgage Loan Officers (MLOs) and lending professionals. The role involves creating applied workflow designs, action-oriented content, and thought leadership media to teach MLOs how to leverage AI for lead nurturing, document analysis, and personalized client communication, while adhering to compliance and data security protocols. The expert will localize existing AI training materials for the mortgage industry.

Must Have

• Develop scenarios and learning modules for AI use in MLO daily workflow
• Create tasks and activities for building AI Assistants for repetitive tasks
• Record approximately 2 hours of high-impact content (videos, podcasts)
• Integrate "Safe AI" principles into the curriculum
• Review and localize existing AI training materials for the mortgage industry
• Significant experience as a Mortgage Loan Officer, Broker, or Lending Executive
• Early adopter experimenting with LLMs (like ChatGPT or Claude) and AI agents
• Ability to speak the "language of the LO" without jargon
• Comfortable with modern mortgage tech stacks and AI integration with CRMs and LOS
• Practitioner willing to share expertise to elevate the profession

Good to Have

• Experience training other LOs or speaking at industry events

Perks & Benefits

• Medical/dental/vision insurance
• HSA
• FSA
• 401(k)
• Life, disability & ADD insurance
• Paid time off (for salaried personnel)
• Paid sick leave (for hourly employees on Service Contract Act project)

Kforce has a client in Saint Louis, MO that is seeking a Mortgage AI SME for the development of a 4-6 hour "AI in Practice" certification program - 10-20 hours total, Role Overview: We are seeking a Mortgage Innovation SME to spearhead the development of our client's "AI-First" certification specifically for Mortgage Loan Officers (MLOs) and lending professionals. The mortgage industry is at a tipping point; we are looking for an expert who is already utilizing AI to streamline the "origination-to-closing" pipeline and who can teach others to do the same. In this role, you will collaborate with the Director of AI Learning & Enablement to build a "Knowledge and Action" framework. You will help MLOs understand that AI isn't just a gimmick-it is a foundational tool for lead nurturing, document analysis, and hyper-personalized client communication.

Key Responsibilities:

• Applied Workflow Design: Develop scenarios and learning modules that show MLOs exactly how to use AI in their daily workflow (e.g., AI-driven lead qualification, automated status updates, and synthesizing complex guidelines/loan programs)
• "Action-Oriented" Content: Create tasks and activities that empower learners to build their own "AI Assistants" for repetitive tasks like email drafting, CRM management, and scenario pricing
• Thought Leadership & Media: Record approximately 2 hours of high-impact content, including "How-to" videos and podcast discussions on the future of the AI-augmented loan officer
• Compliance & Safety: Integrate "Safe AI" principles into the curriculum, ensuring MLOs understand how to use these tools while adhering to fair lending laws and data security protocols
• Strategic Modification: Review existing AI training materials and "localize" them for the mortgage industry to ensure the language, pain points, and solutions resonate with active producers

Requirements

• Industry Expertise: Significant experience as a Mortgage Loan Officer, Broker, or Lending Executive; Active "in the trenches" experience is highly preferred
• AI-First Mindset: You are an early adopter who is already experimenting with LLMs (like ChatGPT or Claude) and AI agents to manage your pipeline or marketing
• Educational Background: Experience training other LOs or speaking at industry events is a plus
• Communication: Ability to speak the "language of the LO"-fast-paced, results-oriented, and practical; You can explain the "why" and the "how" of AI without the jargon
• Tech-Forward: Comfortable with modern mortgage tech stacks and interested in how AI integrates with CRMs and LOS (Loan Origination Systems)
• High Impact: You are a practitioner first, willing to share your expertise to help elevate the entire profession

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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