Christopher Albrizio
Tallahassee, FL · Remote

Christopher
Albrizio

Mortgage Technology · LOS Implementation · Training & Adoption

Mortgage technology specialist with 14+ years of progressive experience spanning loan processing, underwriting, closing, and business systems analysis. Implementation lead for Ocrolus, nCino SimpleNexus, and Encompass Partner Connect — deploying 25+ Encompass Partner Connect integrations and building role-specific training programs for 80+ users across MLO, MLP, Underwriting, Processing, Operations, Closing, and Compliance teams.

View Projects → Get in Touch ↓ Download Resume LinkedIn →
scroll
0
Years in
Mortgage
0
Users
Onboarded
0
Loans / Month
Through Platform
0
% Processor &
UW Adoption
0
% System
Uptime
0
Partner Connect
Integrations
Core Technology Stack

Systems I Work In

Loan Origination System
Encompass Desktop
ICE Mortgage Technology LOS. Full lifecycle ownership: configuration, deployment, integration testing, end-user training, ongoing troubleshooting support, and feature enhancement rollouts across 8 Partner Connect integrations.
Point of Sale / Borrower Portal
nCino SimpleNexus
Borrower-facing POS platform. Full lifecycle: configuration, deployment, integration testing, role-specific training, post-launch troubleshooting, and ongoing feature enhancement coordination with nCino.
Document Automation
Ocrolus
AI-powered doc processing and income calculation. Full lifecycle ownership: configuration, deployment, UAT, role-specific training across all user groups, ongoing troubleshooting support, and continuous feature enhancement adoption including Fannie Mae validated income calculator tools.
Verification of Assets
Finicity
VOA/VOIE platform integration. Workflow mapping and borrower verification process design within the broader loan pipeline.
Verification of Income & Employment
The Work Number · Equifax
VOIE data sourcing. Employer name matching logic, duplicate record resolution, and integration with paystub-based income verification.
Selected Work

Key Projects

LOS · Doc Automation · Full Lifecycle
Ocrolus–Encompass Integration Rollout
Owned the full lifecycle of the Ocrolus implementation — from initial configuration and deployment through UAT, role-specific training for all user groups, post-launch troubleshooting and support, and ongoing feature enhancement adoption. Diagnosed and resolved adoption failures, rebuilt training materials, and established the correct doc upload and income calculation pathway across the organization.
  • Served as primary strategic input for implementation direction — all user workflows designed and built by me; management trusted me to architect a plan that fit within existing operations
  • Onboarded 80+ users across MLO, MLP, Processor, Underwriter, Operations, and Management teams; 200+ loans/month through platform
  • Achieved 95% adoption among processors/underwriters and 75% MLO adoption in first rollout cycle
  • Designated institution-wide SME for both Ocrolus and nCino SimpleNexus — primary escalation point and expert resource for all user groups: MLOs, MLPs, Processors, Underwriters, Operations Managers, and Sales Managers
  • Created in-depth income calculation and transaction analysis guides used across all roles
  • Drove adoption of Fannie Mae validated income calculator tools — trained all user groups to identify Fannie Mae and Freddie Mac rep & warrant relief eligibility, contributing to a 225% increase in rep & warrant relief for the institution
Systems Implementation · Full Lifecycle Ownership
SimpleNexus POS — Configure, Deploy, Test, Train, Support & Enhance
Owned the complete SimpleNexus lifecycle — configuring the platform, coordinating deployment, executing end-to-end UAT and regression testing, delivering role-specific training for all user groups (MLOs, MLPs, Processors, Operations Managers, Sales Managers), providing ongoing troubleshooting support post-launch, and continuously evaluating and rolling out feature enhancements in partnership with nCino.
  • Executed full UAT through production: authored test scripts, ran scenario-based cases, validated data integrity at each handoff — reducing system errors by 20% and accelerating release cycles by 15%
  • Performed QC for all major ICE Encompass releases — creating test plans in ServiceNow Test Lab, executing test scripts in the QC environment, logging defects, and escalating findings to QC manager for production sign-off
  • Diagnosed post-launch integration failures including doc routing mismatches, missing eFolder items, and submission sync errors
  • Built role-specific FAQ guides for recurring MLO, MLP, Processor, Underwriter, and Operations issues — reducing repeat escalations
  • Designed and delivered role-specific training for all user groups: MLOs (submission workflow), MLPs/processors (doc queue management), and borrower-facing staff (portal guidance)
  • Standardized MLO communication around borrower portal submissions and document status visibility
  • Mapped and documented the full SimpleNexus → Ocrolus → eFolder workflow as a reference artifact for onboarding and audits
Training · Knowledge Management
Rollout Communications, Quick References & Training Program
Designed and executed full rollout communication strategies for each platform implementation — producing go-live announcements for executive leadership and management, quick reference guides for all staff, and conducting direct pre-launch meetings with department heads across Underwriting, Processing, Operations, Closing, and Compliance. Role-specific training delivered for every user group across the organization.
  • Authored and distributed go-live announcements to management and all-staff across UW, Processing, Operations, Closing, and Compliance
  • Produced role-specific quick reference guides for MLOs, MLPs, Processors, Underwriters, Operations Managers, and Sales Managers
  • Conducted direct pre-launch briefings with department management and team leads across all affected teams
  • 25% increase in system proficiency and adoption across trained teams
  • Ongoing refresher trainings for role-specific groups and all-org sessions; regular Q&A calls by role and org-wide
  • Scribe-based step-by-step tutorials and Snagit video recordings for asynchronous reference
  • Delivered in-person, Teams, and Zoom training sessions across all user groups
  • 90% same-day support resolution rate maintained post-launch across all platforms
What I Bring

Capabilities

Systems & Implementation

  • LOS Configuration Encompass Desktop workflow & eFolder design
  • POS Integration nCino SimpleNexus deployment & handoff mapping
  • Doc Automation Ocrolus income calc, Inspect, Fannie Mae calc
  • VOIE / VOA Work Number & Finicity integration
  • Workflow Mapping End-to-end loan lifecycle process design

Analysis & Compliance

  • Gap Analysis Adoption failure diagnosis & root cause identification
  • Regulatory Compliance Policy alignment, documentation & audit support
  • ServiceNow (SNOW) Defect logging, tracking, and release management
  • Requirements Gathering Business rules documentation & stakeholder alignment
  • Data Validation Income verification accuracy & record reconciliation
  • Regulatory Reporting Compliance deliverable design & documentation

Training & Enablement

  • Curriculum Design Role-based training for MLO, MLP, processor tracks
  • Quick References Branded one-page guides and job aids
  • Scribe Tutorials Step-by-step platform walkthroughs
  • Live Facilitation Teams & Zoom-based training delivery
  • Adoption Tracking Measuring utilization and identifying blockers

Tools & Platforms

  • Office 365 Word, Excel, PowerPoint, Teams
  • Documentation Scribe, Snagit, Zoom
  • Compliance Tools Regulatory documentation & audit reporting
  • AI-Assisted Analysis LLM-assisted workflow design & doc automation
  • Mortgage Platforms ICE, nCino, Ocrolus, Finicity, Equifax
Work History

Experience

March 2023 – Present
Hancock Whitney Bank
BSA / Implementation & Training Lead

Institution-wide implementation lead for Ocrolus, nCino SimpleNexus, and Encompass Partner Connect — owning the full lifecycle: configuration, deployment, integration testing, role-specific training, post-launch troubleshooting, and ongoing feature enhancement rollout. Designated SME for both Ocrolus and nCino SimpleNexus. Configured and deployed 25+ Encompass Partner Connect integrations including Finicity, The Work Number by Equifax, DataVerify, Optimal Blue (pricing engine), Mortgage Insurance Center, Halcyon 8821 Tax Services, ServiceLink National Flood, and Salesforce-to-Encompass. Trained all user groups — MLOs, MLPs, Processors, Underwriters, Operations Managers, Sales Managers — onboarding 80+ users supporting 200+ loans per month. Achieved 95% processor/underwriter adoption and 75% MLO adoption in the first rollout cycle. Reduced system errors by 20%, accelerated release cycles by 15%, and maintained 98% system uptime with a 90% same-day support resolution rate.

Encompass SimpleNexus Ocrolus Finicity Work Number Training Design Process Improvement
Aug 2021 – Mar 2023
Hancock Whitney Bank
Mortgage Loan Origination Production Specialist

Supported loan originators across end-to-end workflows including application processing, income calculation, and cost estimation for accurate loan structuring.

Loan Processing Income Calculation Pipeline Management
Feb 2021 – Aug 2021
Hancock Whitney Bank
Mortgage Loan Underwriter

Underwrote conventional purchase and refinance loans using DU and LP — independently issuing conditions, analyzing borrower credit and income profiles, and ensuring compliance with agency guidelines. Managed a pipeline of 10–20 loans per month.

DU / LP Credit Analysis Agency Guidelines
Aug 2020 – Feb 2021
Capital City Home Loans
Mortgage Closer

Managed full closing package preparation for purchase and refinance transactions — coordinating with title companies, reviewing closing disclosures, and ensuring regulatory compliance through funding. Closed approximately 50 loans per month.

Closing Documents Title Coordination Regulatory Compliance
May 2012 – Jul 2020
Hancock Whitney Bank
Senior Mortgage Loan Processor

Processed conventional, FHA, VA, and USDA loans from application through clear-to-close over an 8-year tenure — building deep expertise in mortgage origination workflows, compliance requirements, documentation standards, and investor guidelines. The operational foundation across all loan types that directly informs every system implementation and training initiative today.

Conventional / FHA / VA / USDA Application to CTC Compliance 8-Year Tenure
Get In Touch

Let's Talk

Open to BSA, implementation consultant, mortgage tech product, and adjacent roles. Based in Tallahassee, FL — open to remote.