• Assess client financials, servicing calculations and credit policy across multiple lenders. • Prepare and submit loan applications in line with lender requirements and compliance standards. • Analyse supporting documentation including income verification, tax returns and business financials. • Structure loan scenarios and identify suitable lending options based on client circumstances. • Liaise with lenders, clients and other stakeholders throughout the application process. • Manage loan files from enquiry through to settlement. • Communicate with clients to gather documentation and provide updates throughout the process. • Maintain strong relationships with lenders and key stakeholders. • Ensure a smooth and professional client experience. • Manage operational tasks including valuations, pricing requests, audits and reporting. • Assist with documentation management and compliance requirements. • Support general business operations as the company grows. • Assist with preparing or creating social media content when required (desirable).

• Assist with administering Retirement plans and other qualified retirement plans • Communicate with clients, financial advisors, and internal teams • Review plan data to ensure accuracy and compliance • Prepare annual plan reports and documentation • Help troubleshoot client questions and deliver excellent service • Manage multiple tasks and deadlines with strong attention to detail • Contribute to a team oriented, client focused environment

• The Health Coach telephonically outreach es our Medicare population to improve medication adherence and/or HEDIS diabetes and blood pressure control. • Providing education and addressing any barriers to adherence by utilizing the member's benefits. • This may include outreach to pharmacies and prescribers. • The Health Coach utilizes a collaborative process of assessment, planning, implementation, and coordination to engage, educate, and promote/influence members in decisions related to achieving and maintaining optimal health status. • Assessment of Members: Through motivational interviewing and the use of various tools, uses healthcare knowledge and experience of health risk behaviors to conduct evaluation of member's health status for either HEDIS health screening/control or Medication Adherence. • Develops a proactive course of action to address issues presented to enhance the short and long term health outcomes as well as opportunities to enhance a member’s overall wellness through integration.

• Support the development of a digital readiness heat map that consolidates indicators such as: Sports venue status and maturity, Availability and reliability of digital data. • Ensure workflows and information are appropriately communicated and delivered to various internal departments and functions. • Assist in gathering and organizing inputs from internal Autodesk stakeholders and, where appropriate, materials shared by design team counterparts. • Help identify and document non-technical risk factors (e.g., contractual, organizational, access-related, or ownership considerations) that could influence digital delivery timelines or outcomes. • Contribute to the creation of concise, defensible summaries that present risks, assumptions, and constraints in a clear, executive-ready format. • Support internal alignment by preparing materials that may inform: Product positioning discussions, Expectation-setting with leadership, Escalation or prioritization decisions. • Maintain clear documentation of sources, assumptions, and known limitations to ensure analytical transparency.