• Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings • Successful and effective pipeline management consisting of 50-60 loan closings per month • Complete Patriot Act based on customer ID • Ensure minimum submission requirements and documents are met prior to submitting loans to processing • Assist other team members with any borrower requests • Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan • Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed • Excellent customer service is second nature, with a natural inclination to assist others • A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success • Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships • Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned • Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question • Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing • Continually learn, grow, and expand your knowledge of the mortgage origination process • Take on ad-hoc projects as they arise & always be willing to support your team where they need you

• Oversee customer engagements with installation partners, providing onsite management for complex deployments. • Proactively de-risk projects to deliver smooth, high-quality installations. • Collaborate with customers, partners, and cross-functional teams to ensure every project drives adoption and long-term value. • Monitor customer installation milestone progress with prompt resolution to issues, challenges, and project complexities. • Serve as a point of contact for escalations and troubleshooting during install phases. • Monitor CSAT related to installations and resolve root causes of dissatisfaction. • Assist partners in building project-specific installation guides and deliver onsite training. • Coordinate with installation vendors to ensure work is completed on time and to quality standards. • Provide onsite oversight for large or complex deployments, including site readiness checks and troubleshooting. • Identify risks early and propose mitigation strategies to keep projects on track. • Capture lessons learned to improve processes and drive continuous improvement with partners.

• Impartir clases en vivo dinámicas, interactivas y enfocadas en la práctica real del mercado. • Guiar y retroalimentar a los estudiantes en sus proyectos formativos, resolviendo dudas y motivándolos a culminar sus estudios. • Dominar e impartir los ejes temáticos clave de nuestros diplomados: Organización de Eventos, Wedding Planner, Producción de Eventos Especializados.

• Provide guidance and technical training to clients, vendors, and internal staff on SQL coding, Jaspersoft Reports, Batch/UI Scripting (JavaScript/Java), KeyBridge API development and integration, Ad Hoc reporting, and KeyStone Server/Database Administration. • Develop and maintain an advanced understanding of Corelation’s KeyStone platform and keep up-to-date with system enhancements and changes. • Assess client needs to identify training gaps, enhance current courseware, and develop new technical training courses. • Lead scheduled public and private courses and be available to occasionally travel across the US to deliver custom, on-site training as needed. • Assist with the creation and maintenance of the KeyStone platform curriculum and eLearning materials, ensuring content is accurate and relevant to current software releases. • Manage course registrations, student communication, and updates in a timely manner; perform weekly administrative tasks consistently. • Ensure that training materials reflect the latest software features and provide clear instruction in both classroom and virtual environments. • Assist in scheduling, registration, learning environment setup, and tracking attendance in coordination with the department supervisor. • Perform other job-related duties as assigned.