• 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.

• Build and maintain landing pages and core site experiences using WordPress and Elementor. • Translate wireframes and Figma designs into fully functional pages; ensure pixel-perfect implementation and responsiveness. • Manage a rapid page-production system (50–200 new pages annually) across industries, use-cases, and offers. • Partner with our Creative, Copy, and SEO teams to ensure brand consistency, messaging alignment, and performance integrity. • Own CRO testing pipeline—A/B test copy, layouts, CTAs, and offers to continuously measure and improve lead-to-deal conversion. • Monitor site performance metrics (CPL, CVR, bounce, form drop-off) and proactively propose improvements. • Implement and analyze experiments using GA4, Hotjar, and CRO tools such as VWO or Convert.com. • Set up and maintain accurate event tracking via Google Tag Manager and GA4. • QA all new pages for tag firing, conversion pixel accuracy, and UTM consistency. • Collaborate with Marketing Ops to ensure clean data flows to CRM, data platforms and dashboards. • Work directly in Figma to iterate on high-performing layouts. • Optimize for clarity, visual appeal, and conversion.