• Obtain, prepare and process all necessary documentation required for mortgage loan files through approval. • Ensure customer service standards are upheld when responding to inquiries. • Ensure loan processing is in compliance with bank, regulatory and investor guidelines. • Prepare loan files for loan submission to underwriting by inputting information into system, completing processing sheets, and prioritizing documents. • Review and verify each file to ensure all information is correct and current. • Order credit reports, title commitments, surveys, and appraisals from appropriate parties. • Act as liaison between customers and all parties involved in the transaction and communicate with customers regarding loan status. • Submit files through automated underwriting for approval and completed loan packages to appropriate underwriter for final approval. • Prepare approved loans for closing and coordinate closing with lenders, borrowers, and title companies. • Attend seminars, in-house training sessions, and/or read mortgage publications to stay abreast of new loan product guidelines and processing procedures. • Send verification for deposits, employment, installment loans, mortgages and rentals as required.

• Serves as a support to health plan teams by completing administrative tasks • Manages all mailings to members and responsible for necessary correspondence • Documents all member/provider interaction in member database software • Strong verbal and written skills geared toward communicating by phone, in writing, and in person • Must project a positive and professional image

• Completes mortgage applications for submission to the loan processing and underwriting departments • Evaluates loan requests, analyzes financial data, and determines qualification of collateral and customer credit history • Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation • Structures loan to comply with acceptable lending practices and Federal regulations • Proactive outreach through outbound calling and email to marketing prospects in addition to the ability to quickly respond to customer inquiries whether online or by phone • Answers customer calls and business partner referrals to discuss various loan products and qualification information • Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business • Cross-sells other bank products and services • Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations

• Pick up goods from the client’s service center • Deliver to locations promptly and professionally within a ~100-mile range • Respond to on-demand delivery alerts through the Gohfr driver app • Handle goods and items with care and follow delivery protocols • Provide excellent customer service during all interactions • Maintain professional, conscious conduct during deliveries • Communicate with Gohfr and clients regarding any delivery issues or delays