• Prepare and review SBA loan closing documents for compliance with SBA guidelines and lender requirements • Compile and organize loan application documents, such as financial statements, tax returns, and personal financial statements • Act as a primary contact for borrowers, lenders, and third parties throughout the loan process • Analyze borrower information and supporting documents to validate the loan's intended purpose • Manage the closing timeline by tracking loan status and following up with parties to ensure deadlines are met • Perform compliance checks, including CAIVRS and SAM.gov reports • Collaborate with underwriters to address pre-closing requirements • Maintain organized loan files for compliance purposes • Assist with post-closing procedures and identify process improvement opportunities • Serve as a resource and mentor for new team members

• Provide an exceptional customer experience by building trust and guiding clients through the loan process • Engage with clients through inbound and outbound calls using company-provided leads and marketing resources • Analyze financial situations to structure tailored loan offers that best fit customer needs • Accurately input borrower information into the system, maintaining up-to-date records throughout the loan process • Collect and review qualification documents to ensure complete and accurate loan submissions • Communicate proactively with borrowers, addressing concerns and keeping them informed from application to closing • Collaborate with internal teams, including processors and customer relationship managers, to resolve any qualification issues • Meet and exceed performance goals, ensuring compliance with lending regulations and maintaining loan quality

• Proactively self-generate mortgage leads through networking, prospecting, and relationship development. • Cultivate and maintain a strong network of realtors, builders, and other referral sources to drive new purchase business. • Guide borrowers through every step of the loan process with professionalism and clear communication. • Analyze borrower credit, income, and assets to recommend appropriate loan products. • Collaborate closely with processing, underwriting, and closing teams to ensure timely and compliant loan closings. • Stay current on mortgage products, lending guidelines, and market trends. • Represent the company at community and industry events to expand visibility and grow your referral network.

• Provide comprehensive primary care to a diverse patient population in a fully virtual care environment • Conduct virtual consultations to assess medical concerns, diagnose conditions, develop treatment plans, and coordinate ongoing care • Serve as the supervising physician for Nurse Practitioners through collaborative practice agreements • Contribute to total cost of care initiatives • Participate in clinical quality improvement, peer review, and chart audit activities • Ensure accurate, complete, and clinically supported documentation • Utilize population health data, quality metrics, and care gap reporting • Contribute to the development, implementation, and ongoing refinement of evidence-based clinical programs • Take on-call shifts on a predictable schedule • Participate in daily huddles and cross-functional care team activities • Thrive in a fast-paced, high-growth environment