• Safely operate a Class B fuel delivery truck to transport fuel to various locations. • Perform pre-trip and post-trip inspections to ensure vehicle safety and compliance. • Maintain accurate delivery records and complete necessary paperwork. • Deliver fuel efficiently while adhering to all safety regulations and company policies. • Engage with customers professionally and address any delivery inquiries. • Assist in loading and unloading fuel products as needed. • Report any vehicle issues or maintenance needs promptly. • Participate in ongoing training and development to enhance driving skills and safety knowledge.

• Manage loan files and ensure compliance • Review new file within 48 hours of receipt • Notify the appropriate staff member if additional documentation is needed • Maintain a pipeline of 20 to 30 files and/or three to five loan originators • Order necessary documents from Loan Originator, customer or Vendor • Track requested documents in Encompass • Review documentation for discrepancies and verify income, assets • Prepare loan for underwriting submission • Ensure appropriate closing documentation is in the loan file • Respond to customer inquiries regarding transactions • Assist with clearing post-closing exceptions

• Manage the full processing lifecycle of complex residential loan files • Ensure files move efficiently, accurately, and in compliance with guidelines • Review new file within 48 hours of receipt and verify compliance documents • Maintain a pipeline of 20 to 30 files and work with three to five loan originators • Order necessary documents and track all requested documents in Encompass • Review documentation for discrepancies and verify income and assets • Prepare loans for underwriting submission and clear approval or suspense conditions • Ensure all appropriate closing documentation is in the loan file and communicated timely

• Prepare, review, and process loan applications from initial submission through to settlement. • Liaise with brokers, lenders, and clients to obtain, verify, and manage all required documentation. • Accurately input and maintain client records within Infynity CRM and associated platforms (Trello, Microsoft Teams, WhatsApp). • Monitor application progress, proactively follow up on outstanding requirements, and ensure compliance with lender policies and guidelines. • Coordinate submissions and manage processes through aggregator platforms, including Finsure. • Identify potential issues early in the application process and take initiative to implement timely solutions. • Provide comprehensive administrative support to the Mortgage Broker as required. • Prepare and manage compliance documentation, ensuring all files meet regulatory and internal standards. • Follow up with clients to obtain missing documents, signatures, and additional information in a timely manner. • Track critical dates and deadlines to ensure smooth and efficient settlements. • Conduct data entry, valuations, loan processing, credit input, and preliminary credit analysis. • Maintain strict confidentiality of sensitive client and financial information at all times.