• Conduct precise servicing calculations using Quickli and lender-specific tools to determine accurate borrowing capacity across a panel of 20+ lenders. • Prepare high-quality preliminary assessments and Credit Proposal Disclosure (CPD) documents that align with both client goals and Best Interest Duty (BID) standards. • Manage the end-to-end data flow within ApplyOnline and Loanapp, ensuring 100% accuracy between the client's fact-find and the lender’s portal. • Utilize Nexus CRM to track application milestones and manage documentation checklists, proactively minimizing lender "More Info" requests. • Execute rigorous internal audits on all files to ensure they meet the firm’s high standards for quality and regulatory compliance.

• Act strategically to ensure the quality, security and reliability of financial products. • Plan, write and maintain manual and automated tests. • Apply the testing pyramid. • Test critical payment flows and ensure test coverage. • Monitor product stability and reliability. • Identify improvements in tests and processes. • Collaborate on maintaining integrated test environments. • Support the team's continuous improvement.

• Lead customer discussions to define data specifications and onboarding expectations • Conduct business testing on customer files and deliver clear, actionable feedback • Support accurate data flow from customer transmission through end‑system load • Identify, analyze, and resolve issues related to integrations supporting claims, invoicing, and enrollment • Manage and triage integration inquiries while providing subject‑matter expertise to staff and customers

• Conduct detailed reviews of exams to evaluate clarity, alignment to outcomes, and appropriate level of difficulty. • Ensure each assessment fits within the scope and sequence of the program. • Maintain version control and documentation of all exam revisions. • Perform psychometric analysis on exam items (e.g., difficulty index, discrimination index, KR-20). • Identify trends across cohorts, courses, and outcomes to guide data-informed academic decision-making. • Aggregate Reporting & Benchmarking: Build and maintain dashboards and regular reports summarizing exam performance and category-level analytics. • Deliver clear, actionable insights to Academics and leadership. • Partner with Academics and instructional designers to revise, replace, or create high-quality exam questions. • Support item writing best practices and foster a positive, feedback-rich exam development culture. • Monitor exam delivery protocols and collaborate on best practices for test security.