Role: AI Operations Solutions Specialist (AI Forward Deployed Engineer)

Employment: Contract, 90-day

Location: Preferred Hybrid in Austin, TX

The Opportunity:

Efinity Mortgage is a growing mortgage lending operation preparing to scale production without scaling headcount at the same rate. We are launching a Digital Workforce Initiative: a focused, 90-day effort to stand up a secure enterprise AI strategy and to build and deploy high-impact automation across our departments: underwriting, processing, compliance, finance, recruiting, marketing, and executive management.

We are looking for a hands-on Contract AI Solutions Architect to lead this initiative end to end — from assessment and architecture through to building production-ready tools and enabling our staff to use them. We want a builder who can pair strategic thinking with working software inside a regulated mortgage environment. 

The Mission:

The goal is not simply to deploy AI tools. The goal is to create a digital workforce that augments our people across underwriting, processing, compliance, finance, recruiting, marketing, and executive management — increasing capacity and quality while reducing manual effort and vendor dependence. Over the long term, this initiative lays the foundation for an internal “Efinity AI” platform: a durable, owned capability rather than a collection of disconnected point solutions. Your work in these 90 days establishes the architecture, governance, and first wave of tools that the platform will grow from. 

Scope of Work:

1. Assess 

• Conduct an AI opportunity assessment across departments, prioritizing by impact, feasibility, and risk. 
• Map current workflows, systems, and data sources, including key vendor platforms in use today. 
• Identify the highest-leverage automation candidates and sequence them into a build plan. 

2. Architect 

• Define an enterprise AI roadmap that connects near-term wins to the long-term Efinity AI platform vision. 
• Establish a security and governance framework appropriate for a regulated mortgage operation (data handling, access control, model usage policies, auditability, and vendor risk). 
• Select the model, tooling, and integration approach, balancing capability, cost, and control. 

3. Build 

• Develop 10–15 production-ready AI tools targeting the prioritized opportunities. 
• Integrate tools into existing systems and workflows so they fit how staff actually work. 
• Build for maintainability and handoff — documented, supportable, and owned internally after the engagement. 

4. Enable 

• Create a staff training and adoption plan, and lead hands-on enablement for the teams using each tool. 
• Define how success is measured and instrument the tools so impact can be tracked over time. 
• Hand off documentation, architecture decisions, and a forward roadmap to internal owners. 

Key Deliverables 

• An enterprise AI roadmap aligned to the long-term Efinity AI platform vision. 
• A security and governance framework suitable for a regulated mortgage operation. 
• A prioritized AI opportunity assessment across departments. 
• 10–15 production-ready AI tools, integrated and documented. 
• A staff training and adoption plan, with hands-on enablement delivered. 
• A clean internal handoff: documentation, architecture decisions, and a forward roadmap. 

Who We're Looking For:

• Proven experience designing and shipping AI/LLM-powered tools in production — not just prototypes or proofs of concept. 
• Strong software engineering fundamentals: ability to build, integrate, and deploy working applications independently. 
• Hands-on experience with modern AI platforms and APIs, retrieval/RAG patterns, prompt and workflow design, and AI tool orchestration. 
• Experience integrating with existing business systems (CRMs, document platforms, internal databases, reporting tools).
• A working understanding of AI governance, data security, and privacy — and the judgment to apply it in a regulated environment. 
• The ability to translate between executive strategy and technical execution, and to drive an initiative with minimal oversight.
• Availability for a hybrid arrangement based in Austin, TX, including regular on-site presence. 

Candidates should be prepared to sign a confidentiality/non-disclosure agreement and to work within Efinity Mortgage’s data security policies.