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Maryland Avenue, Bethesda, MD, USA
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Client is a national private lender specializing in business-purpose loans for residential real estate
investors. We are modernizing how private lending operates by streamlining underwriting, processing, closing, and
servicing through intelligent automation, data-driven insights, and applied AI.
We are seeking an AI & Automation Implementation Developer to lead the next phase of technology
transformation. This role combines hands-on software engineering, cloud implementation, systems integration, and
applied AI across Salesforce, Encompass, SharePoint, Excel-based processes, internal databases, vendor
platforms, and an AWS-based intelligent document processing (IDP) environment.
You will work closely with the Director of IT, COO, Salesforce developers, Encompass administrators, Compliance,
and operational teams to deliver secure, production-grade capabilities for document ingestion, OCR, data
extraction, LLM-assisted analysis and narratives, business rules, human-in-the-loop quality control, APIs,
dashboards, and workflow automation.
Target Technology Environment
Key Responsibilities
AI & Automation Strategy and Delivery
· Partner with leadership to identify and prioritize automation opportunities across sales, underwriting, processing,
closing, post-close, servicing, and draw operations; quantify expected efficiency, quality, risk, and ROI.
· Translate the target architecture and business requirements into implementation plans, proof-of-concepts, pilot
releases, and production-ready services.
· Evaluate and integrate third-party AI and automation vendors, including document classification, data extraction,
underwriting-assist, workflow, and quality-control tools.
· Develop, deploy, and maintain internal automations using Python, JavaScript/Node.js, PowerShell, VBA, RPA, APIs,
and cloud-native services.
Intelligent Document Processing and Applied AI
· Build end-to-end document workflows covering secure upload and ingestion, classification, Amazon Textract OCR,
data extraction, validation, Amazon Bedrock or other LLM/NLP processing, summaries, insights, and documentgroup
narratives.
· Create reusable prompt templates, reference artifacts, processing rules, evaluation datasets, and versioned
configurations that support repeatable and auditable AI behavior.
· Implement human-in-the-loop review, quality-control checkpoints, confidence thresholds, exception queues, reviewer
overrides, and traceability for document decisions.
· Design and enhance rules-engine and rules-interface capabilities for rule sequencing, referencing, conditional
execution, and operational maintenance.
· Establish measurable quality standards for extraction accuracy, exception rate, processing latency, throughput, and
human-review rate.
AWS Cloud and Backend Engineering
· Build and operate Python services on Amazon ECS and/or AWS Lambda, and collaborate on a Node.js web user
interface and supporting services.
· Develop secure REST endpoints behind an Application Load Balancer or API Gateway for document get/put
operations, extracted data, metadata, summaries, insights, and group narratives.
· Implement workflow orchestration with AWS Step Functions and background worker services for document
processing, underwriting runs, and integration jobs.
· Build asynchronous and event-driven patterns using SQS, SNS, and EventBridge, including retries, idempotency,
dead-letter queues, replay, and failure reconciliation.
· Collaborate with infrastructure teams on VPC deployment patterns using public ingress and private application/data
subnets, private endpoints, and secure corporate connectivity.
Data, Storage, and Analytics
· Design and maintain Amazon RDS for PostgreSQL schemas for transactional state, operational data, document
metadata, integration state, KPIs, and processing metrics; use relational modeling, SQL, and JSON/JSONB
appropriately.
· Implement Amazon S3 document storage using pre-signed URLs, versioning, retention controls, lifecycle policies,
and SSE-KMS encryption while maintaining authoritative metadata in PostgreSQL.
· Use DynamoDB or other fit-for-purpose data stores where serverless state, high-volume key-value access, or
workflow patterns warrant it.
· Build dashboards and analytics for operational status, queue health, processing outcomes, accuracy, KPIs, and
automation value realization.
Development and Enterprise Integration
· Design and build integration services connecting Salesforce, Encompass, SharePoint, Excel, internal databases,
document repositories, and vendor platforms.
· Implement a reliable Salesforce synchronization service with durable retries, dead-letter handling, reconciliation, and
clear operational visibility.
· Build and manage REST/GraphQL APIs, webhooks, Encompass SDK integrations, authentication flows, data
mappings, and contract validation between systems.
· Collaborate with Salesforce and Encompass administrators to design trigger-based automations that reduce
repetitive work without weakening data quality or controls.
· Create automated unit, integration, and data-validation tests for APIs, extraction logic, rules, and system-to-system
workflows.
Security, Reliability, and Operations
· Implement least-privilege IAM, KMS key management, Secrets Manager, Security Groups, encryption at rest and in
transit, S3 SSE-KMS, and role-based access using Okta and/or Amazon Cognito.
· Support secure HTTPS delivery and edge controls using CloudFront, WAF, certificate management, Route 53, and
related AWS services in partnership with infrastructure and security teams.
· Implement CloudWatch logs, metrics, alarms, correlation identifiers, dashboards, and alerting; introduce
OpenTelemetry and/or AWS X-Ray when deeper tracing is needed.
· Design for production resilience through Multi-AZ PostgreSQL, backups and recovery, retention, audit logging,
graceful degradation, and operational runbooks.
· Document architecture, API contracts, data flows, configuration, security controls, dependencies, deployment
procedures, and troubleshooting guidance.
AI Enablement and Cross-Functional Capability Building
AI-assisted workflows.
solutions reflect real operating needs and regulatory expectations.
delivery oversight, and acceptance criteria.
automation ROI.
Qualifications
Required Skills
of PowerShell, VBA, or a comparable automation language.
Lambda, ECS, SQS, IAM, KMS, and Secrets Manager.
indexing, query tuning, and transactional design.
queue-based processing, retries, idempotency, and dead-letter handling.
validation, and production evaluation techniques.
ability to adapt patterns across providers.
integrations.
Preferred Skills
dashboards.
private endpoints, and Transit Gateway connectivity patterns.
alerting.
pipelines.
automation projects
Bachelor's degree
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