Mortgage Closing Subject Matter Expert

Location: Bangalore, India (Offshore)

Employment Type: Full-Time

About SAI Group

Role Overview

As JazzX's Mortgage Closing SME, you will be the single-domain authority for U.S. residential mortgage closing across product, engineering, and operations. You will own how closing workflows — transparent-to-close review, fee reconciliation, Closing Disclosure preparation and balancing, closing document generation, funding, and post-closing handoff — are defined, explained, and operationalized into the JazzX Mortgage Application.

This is a hands-on position based in our Bangalore office, working closely with the product and engineering teams. You will work representative loan files through the closing process, document every step, calculation, and exception in detail, and translate that operational knowledge into product requirements, decision rules, test cases, and validation programs for AI-assisted closing.

JazzX is building AI products that automate and assist U.S. residential mortgage origination and fulfillment.



Our product and engineering teams bring deep AI and software expertise, but they do not come from the mortgage industry. This role exists to close that gap: you will embed with the product team as a hands-on domain expert, bringing real operational mortgage experience into product design and product build at a very detailed level — from workflow maps and edge cases down to field-level definitions, decision rules, and acceptance criteria.

WhatYou'll Do

_ Hands-On Closing & Workflow Documentation_
- Work representative U.S. residential mortgage files (conventional, FHA, VA, purchase and refinance) through the closing process: clear-to-close verification, fee collection and reconciliation with settlement agents, Closing Disclosure preparation and balancing, closing package generation and review, scheduling, funding conditions, and wire/funding coordination.
- Document, at field level, how closers validate fees and tolera

📌 Mortgage Closing Sme (Bengaluru)
🏢 SAIGroup
📍 Bengaluru