• Compare information from the application to the criteria for policy reinstatement and approve reinstatement when criteria are met; • Compose business correspondence for supervisors, managers, and professionals; • Correspond with the insured or agent to obtain information or inform them of account status or changes; • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and the effects of changes; • Modify, update, and process existing policies to reflect any change in the amount of coverage or type of insurance; • Notify the insurance agent and accounting department of policy cancellation; • Process policy cancellation requests within company guidelines; • Organize and work with detailed office records, maintaining files and/or logs of various projects; • Process and record new insurance policies and claims; • Process, prepare, and submit business or government forms; • Review and verify data, such as age, name, and address on insurance applications and policies; • Transcribe data to worksheets and enter data into the computer for use in preparing documents and adjusting accounts; • Maintaining communication with the Supervisor on the progress of ongoing tasks and/ or projects; • Anticipate project needs, discern work priorities, and meet deadlines; • Provide backup when requested to sign in to phone queues during escalated call volumes; • Possible auditing of trainees, policy processing tasks, documents, brokers, etc. • Additional assignments to support department management. • Complies with state and federal laws, Department of Insurance criteria, insurance carrier, and Aspire General Insurance Services policies, procedures, and work rules; • Prompt and regular attendance; • Other duties as assigned.

• Serve in a client-facing role, delivering an exceptional customer experience while consistently meeting critical deadlines • Manage loan pipelines with clear, proactive communication on loan status and next steps • Support pipeline needs across multiple regions as business demands evolve • Accurately collect, review, and verify loan application documentation • Ensure timely and compliant packaging, processing, and submission of loans to underwriting • Process a variety of loan products, including Conventional, FHA, VA, and Bond programs • Partner with a high-performing team to navigate complex loan scenarios and support diverse borrower needs

• Contributes to the effect recruitment and enrollment of new learners by providing superior customer service through coordinating all testing for prospective learners. • Assists in the collection and processing of required admissions documents to meet accreditation and compliance standards and support the successful enrollment and completion of all learners. • Processes testing ticket requests for all incoming prelicensure applicants and determines appropriate exam pathways. • Creates and disseminates voucher codes for entrance and advanced placement exams. • Monitors scheduled appointments to minimize no shows, technical issues, rescheduled appointments, and enforces testing goals with each learner through proactive outreach. • Supports resolution in testing technical issues including troubleshooting, escalations, and proctoring. • Analyzes exam results to determine appropriate placement, documents and reports on all exam results in appropriate systems and to appropriate parties. • Coordinates virtual tutoring for entrance exams as needed. • Creates, updates, and monitors multiple tracking systems for demographic, program, and testing information. • Records all learner correspondents, updating, maintaining learner records, and related notes in learner management system (LMS) and customer relation management (CRM) system accurately and in real-time. • Collects all required documentation needed for new learner enrollment to complete an application file and tracks applicant progress by updating and maintaining required tracking. • Reviews all required documentation needed for new learner enrollment, and resolves conflicting information in electronic files, ensuring accreditation and compliance standards are met. • Provides a daily activity report (DAR). • Collaborates cross functionally, including facilitating 1:1s, to ensure all enrollment processes are handled seamlessly to achieve a successful enrollment. • Identifies and makes recommendations on areas of improvement in processes or policies. • Assists in additional functional projects as they arise.

• The Processor I, Government Funding Programs prepares and processes Federal Student Aid and military funds, for current learners, in accordance with federal, state, and institutional regulations and guidelines. • The incumbent provides document review for accuracy, compliance, and completeness in preparation for the delivery and coordination of federal, state, and institutional funds. • The Processor I, Government Funding Programs provides support to the Government Funding Programs function by tracking Institutional Student Information Records (ISIR), reviewing learner’s documents to clear verification, C codes, Unusual Enrollment History (UEH), and conflicting data, verifies data accuracy, and assists in preparing disbursements for electronic delivery of Title IV and military funds to the College. • Reviews current learner documents to verify eligibility, completeness, and accuracy as required to draw Title IV and military funds • Completes the verification process which includes the review of verification documents, verifying data matches to the ISIR, ensuring no conflicting information, and accurately making all necessary ISIR corrections • Ensures documents associated with ISIR rejections, C-codes, and conflicting information meet Title IV requirements to clear issues • Makes determinations on learners’ and/or parents’ special circumstances to escalate file(s) to supervisor for professional judgment decisions • Reviews withdrawn learners to ensure Return of Title IV funds are calculated and completed timely and accurately in accordance with institutional and regulatory requirements • Reviews Satisfactory Academic Progress (SAP) each semester to determine continued eligibility of Title IV funding • Utilizes multiple databases and technology including Common Origination & Disbursement (COD), National Student Loan Data System (NSLDS), and Central Processing System (CPS) to ensure compliance with institutional and federal regulations • Participates in the successful implementation of other functional projects as they arise