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.
Compensation:
$120 - $125 hourly
Responsibilities:
Scope of Work:
1. Assess
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Conduct an AI opportunity assessment across departments, prioritizing by impact, feasibility, and risk.
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Map current workflows, systems, and data sources, including key vendor platforms in use today.
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Identify the highest-leverage automation candidates and sequence them into a build plan.
2. Architect
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Define an enterprise AI roadmap that connects near-term wins to the long-term Efinity AI platform vision.
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Establish a security and governance framework appropriate for a regulated mortgage operation (data handling, access control, model usage policies, auditability, and vendor risk).
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Select the model, tooling, and integration approach, balancing capability, cost, and control.
3. Build
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Develop 10–15 production-ready AI tools targeting the prioritized opportunities.
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Integrate tools into existing systems and workflows so they fit how staff actually work.
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Build for maintainability and handoff — documented, supportable, and owned internally after the engagement.
4. Enable
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Create a staff training and adoption plan, and lead hands-on enablement for the teams using each tool.
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Define how success is measured and instrument the tools so impact can be tracked over time.
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Hand off documentation, architecture decisions, and a forward roadmap to internal owners.
Key Deliverables
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An enterprise AI roadmap aligned to the long-term Efinity AI platform vision.
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A security and governance framework suitable for a regulated mortgage operation.
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A prioritized AI opportunity assessment across departments.
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10–15 production-ready AI tools, integrated and documented.
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A staff training and adoption plan, with hands-on enablement delivered.
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A clean internal handoff: documentation, architecture decisions, and a forward roadmap.
Qualifications:
Who We're Looking For:
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Proven experience designing and shipping AI/LLM-powered tools in production — not just prototypes or proofs of concept.
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Strong software engineering fundamentals: ability to build, integrate, and deploy working applications independently.
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Hands-on experience with modern AI platforms and APIs, retrieval/RAG patterns, prompt and workflow design, and AI tool orchestration.
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Experience integrating with existing business systems (CRMs, document platforms, internal databases, reporting tools).
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A working understanding of AI governance, data security, and privacy — and the judgment to apply it in a regulated environment.
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The ability to translate between executive strategy and technical execution, and to drive an initiative with minimal oversight.
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Availability for a hybrid arrangement based in Austin, TX, including regular on-site presence.
About Company
Candidates should be prepared to sign a confidentiality/non-disclosure agreement and to work within Efinity Mortgage’s data security policies.
