SME - Commercial Mortgage (Contract)

Key Deliverables:

• Commercial Lending Lifecycle Blueprint: an end-to-end map of origination, fulfillment, closing, servicing, and portfolio workflows with personas, systems, handoffs, data dependencies, and breakdown points.
• Origination & Fulfillment Workflow Pack: detailed maps for intake, qualification, document collection, spreading, underwriting support, credit-memo preparation, approval, conditions, closing, funding, and boarding.
• Persona & Jobs-to-Be-Done Map: responsibilities, pain points, artifacts, decisions, handoffs, systems, and success metrics for each persona.

Qualifications:

• 10+ years of hands-on commercial lending experience at a bank, commercial lender, credit union, specialty finance company, consulting firm, or lender-facing technology company.
• Deep command of commercial loan origination and fulfillment: borrower intake, deal qualification, financial spreading, credit analysis, underwriting support, credit-memo preparation, approvals, conditions, closing, funding, and boarding.
• Strong familiarity with CRE and/or C&I lending, and practical understanding of credit policy, approval authorities, risk ratings, covenants, exceptions, documentation standards, and audit/loan-review expectations.

Why Join JazzX AI:

• Help build a platform that redefines how work happens in the AGI era, turning the promise of AGI into practical, auditable, and human-aligned systems that enterprises can trust and rely on at scale.
• Work on systems that combine intelligence with real-world impact, directly affecting productivity, efficiency, and decision-making in complex, high-stakes environments.
• Possess real ownership and lasting impact in a fast-moving product environment, collaborating with product, engineering, UX, data, and GTM teams.