• Serve as a liaison between internal and external clients • Oversee and be directly involved in the loan process from start to finish • Provide superior customer service by communicating with borrowers • Review and audit income, assets, run DU, and verify credit documentation • Review mortgage loan disclosure packages and deliver to borrower • Assist in managing a pipeline of various loan types • Ensure loan structure presents the best program based on borrower’s financial circumstances • Review files for missing documentation • Communicate loan program and costs with borrowers • Pre-underwrite items to support loan approval

• High level of communication via phone & email to engage prospects • Responsive follow up on all lead channels • Ability to learn and manage leads within a CRM platform • Ability to learn and successfully utilize commercial lines comparative rating platform • Maintain adequate pipeline of prospects to achieve sales target • Develop cross-selling strategies for existing client books • Proficiency providing quote comparison reviews and articulating coverage differences • Utilize and maintain EPIC’s CRM and Agency Management System within designed standards • Attend all educational, training, and other sessions as directed by EPIC • Achieve Annual Target Revenue: roughly 75K in new revenue

• Organize and manage the marketing content production process, including videos, UGC, banners, landing pages, and playables, working with internal production teams, outsourced agencies, and freelance platforms such as Fiverr and Upwork; • Create, maintain, and update marketing network guidelines, marketing product guidelines, and geo-specific regulatory requirements in collaboration with traffic managers; • Conduct competitor analysis to identify trends, benchmarks, and creative opportunities; • Collect, analyze, and interpret marketing performance statistics to improve creative effectiveness; • Participate in the development of global and regional marketing strategies for the brand; • Plan production timelines and ensure deadlines are met to achieve key marketing and departmental goals.

• Lead the planning, production, and distribution of multimedia content, including webinars and video projects. • Own and manage the multimedia production calendar, ensuring alignment with organizational priorities. • Partner with editorial and marketing teams to identify content opportunities. • Produce webinars and virtual events, managing all aspects from planning to execution. • Develop creative briefs, production timelines, budgets, and project plans. • Oversee post-event production and report on performance metrics.