AI Product Analyst

The AI Product Analyst is an individual contributor role responsible for understanding, utilizing, and actively building within the AI products and capabilities the company sources from its vendors and executing against the company’s AI strategy. This role manages each AI initiative from evaluation through adoption, hands-on configuration and use of the tools themselves, clear documentation, and consistent end-user training. As the company's AI footprint grows across multiple vendor relationships, this role is the connective layer that keeps those initiatives coherent, well-documented, and actively utilized rather than siloed or underused.
Key Responsibilities
AI Landscape & Strategy

Develop and maintain deep working knowledge of every AI product/capability the company sources from vendors, including what it does, how it's configured, and how it's meant to be used
Serve as the go-to resource on the company's AI vendor landscape, executing against the company’s AI strategy
Maintain a holistic view across all active and planned AI initiatives to flag dependencies, redundancies, or conflicts before they become operational problems
Flag potential gaps where existing vendor tools fall short of a business need to the EVP, Mortgage Technology for further evaluation

Hands-On Solution Building

Actively use and build within the AI products and platforms the company has licensed, including configuring workflows, automations, prompts, or integrations to solve specific business problems
Prototype and stand up practical solutions using existing AI vendor tools before determining whether a need requires escalation beyond what those tools can do
Continuously look for ways to get more value out of the AI capabilities already available to the company, rather than treating tools as static once deployed

Initiative Management

In partnership with department leaders, manage each AI initiative end-to-end: evaluation, setup, requirements, rollout, and post-launch adoption
Partner with vendors and internal stakeholders to define requirements and success criteria for each initiative

Vendor & Partner Management

Manage day-to-day relationships with AI capability vendors, including onboarding, performance, and issue escalation
Coordinate implementation timelines and technical requirements between vendors and internal teams

Documentation & Governance

Create and maintain clear, thorough documentation for every AI initiative: purpose, configuration, ownership, dependencies, and known limitations
Establish and maintain a consistent documentation standard so the AI portfolio remains understandable as it grows
Treat documentation as a core, ongoing deliverable of the role rather than an afterthought to implementation work

Training & Adoption

Design and deliver hands-on training for end users on AI tools and capabilities
Own adoption metrics for each initiative and drive engagement/utilization after launch
Gather user feedback and route it back to department leaders, vendor relationships and initiative roadmaps
Treat training and adoption as a core, ongoing responsibility, not a one-time event at launch

Reporting

Maintain a current view of the AI initiative portfolio and report regularly on status, adoption, and value to the EVP, Mortgage Technology

Qualifications
Required

2-3 years in product analysis, program/product coordination, or a closely related role, ideally including exposure to vendor/SaaS tools
Hands-on experience actually configuring, customizing, or building within AI tools or platforms (e.g., prompt engineering, workflow automation, no-code/low-code AI tooling)
Strong documentation and process discipline
Experience designing and delivering end-user training
Excellent cross-functional communication skills, comfortable working with both technical and business stakeholders

Preferred

Experience with AI/ML tools, platforms, or vendor ecosystems
Mortgage banking or financial services experience
Familiarity with backlog/agile tools (e.g., Jira, Azure DevOps)

What Success Looks Like

An AI portfolio that delivers efficiency and scalability through well-adopted tools that improve upon every day processes
The company has one clear, current source of truth for what AI capabilities exist and how they're used
AI tools already licensed by the company are actively utilized and configured to their fullest practical potential, not left running at default settings
AI initiatives from different vendors work together rather than as disconnected point solutions
AI initiatives launch with clear documentation and defined ownership
Consistent, measurable user adoption post-launch
The EVP, Mortgage Technology has clear visibility into the status and value of the AI portfolio at any time