• Manage assigned University, corporate, athletic, and individual immigration matters • Oversee case lifecycles and ensure timely progression and compliance with deadlines • Conduct follow‑ups on stalled or delayed cases • Serve as the primary point of contact for clients on assigned matters • Maintain organized client files and ensure all required documentation is collected and properly stored • Prepare and update case‑tracking spreadsheets and internal reports • Support billing processes, including time entry, invoice review, and client billing coordination • Draft correspondence, immigration forms, and supporting documentation.

• Provide a warm welcome to Realtors and Clients • Monitor and manage workflow to ensure timely closings • Maintain product knowledge and stay up-to-date on changes to market conditions • Comply with all applicable laws and regulations related to mortgage lending • Communicate with borrowers, processors, operations staff, title companies, Realtors, etc., to expedite the mortgage process • Request and follow up on required documentation from clients • Disclose and submit loans to the Operations Department – lots of attention to detail • Perform basic income calculations • Provide extraordinary customer service to both internal and external customers • Meet goals regarding time frames - we always close our clients on time • Work within a database • Plan and set up lunch-ins, meetings, etc. • Market, service, and promote the Company’s loan products

• Monitor shared service inboxes and intake channels, triaging and routing referrals and service requests to the appropriate internal teams • Review incoming referrals to ensure completeness, funding authorization, and compliance with operational and program guidelines • Coordinate intake scheduling by aligning client and clinician availability within established system processes and timelines • Respond to client and external stakeholder inquiries regarding intake status, documentation requirements, and service timelines • Support funding verification activities, payment documentation processes, and coordination with internal Finance teams • Prepare, generate, and distribute system-based and operational reports as required • Attend the office on a monthly basis to conduct workplace safety checks and manage incoming mail distribution • Liaise with property management regarding facility maintenance, office operations, and site-related matters • Support Clinic Management with operational projects, workflow enhancements, and continuous process improvement initiatives

• Provide guidance and escalation support to the Corporate IT team • Oversee the health of our PSA and RMM systems • Manage incidents and monitor performance • Troubleshoot issues and maintain documentation • Provide training and communicate effectively • Respond to emergencies and execute internal projects