• Support the broker with end-to-end loan processing for residential and commercial mortgages. • Manage the loan pipeline from initial application through to settlement. • Liaise directly with clients to collect required documentation and provide updates. • Communicate with lenders, solicitors, and other third parties to ensure smooth processing. • Maintain accurate records in CRM systems, including MyCrm, Infinity, Mercury or Similar • Experience with Apply Online • Experience with Trello or similar project management tools • Assist in workflow management and task tracking. • Contribute to process improvements and help establish best practices as the team grows. • Train and mentor future loan processing staff members as the business expands.

• Policy Analysis: Thoroughly understand and stay updated on various lenders' policies and criteria to accurately assess loan applications. • Pricing Requests: Conduct pricing requests and comparisons to ensure clients receive competitive loan offers. • Borrowing Power Assessment: Evaluate clients' financial situations to determine their borrowing capacity and provide detailed borrowing power assessments. • Scenario Discussions: Engage in discussions with lender BDMs to present and discuss various loan scenarios, seeking the best outcomes for clients. • Document Verification: Verify all relevant documents provided by clients, including identification, payslips, and bank statements. • Income Determination: Assess clients' income based on payslips and tax returns to ensure accurate loan assessments. • Application Lodgement: Prepare and lodge loan applications with lenders, ensuring all necessary information and documentation is included. • Client Interaction: Communicate with mortgage brokers and clients to gather necessary financial information and clarify any discrepancies. • Facilitating the loan process up to settlement, including communication with solicitors, lenders, clients, and other related parties • Post-settlement tasks such as pricing and rate reviews • Handling complex and/or urgent requests • Admin tasks like email monitoring, chasing lenders for updates on applications and communicating with various lenders

• Perform telemedicine consultations from our HIPAA-compliant video interface. • Provide outstanding service and care to women in midlife navigating perimenopause, menopause, and other common midlife health challenges. • Treat men who are looking to optimize their health and hormones, if this is a patient population you also have experience treating. • Review lab results with patient and provide treatment options. • Educate patients and create individualized treatment plans. • Titrate medications based on patient outcomes. • Prescribe medications if necessary based on your clinical diagnosis. • Provide feedback to us to continually improve the patient experience.

• Perform telemedicine consultations from our HIPAA-compliant video interface. • Provide outstanding service and care to women in midlife navigating perimenopause, menopause, and other common midlife health challenges. • Treat men who are looking to optimize their health and hormones, if this is a patient population you also have experience treating. • Review lab results with patient and provide treatment options. • Educate patients and create individualized treatment plans. • Titrate medications based on patient outcomes. • Prescribe medications if necessary based on your clinical diagnosis. • Provide feedback to us to continually improve the patient experience.