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. Responsibilities: 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. Qualifications: 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. Compensation: $120 - $125 hourly

• 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.