• Manage residential loan applications from post-discovery through to settlement. • Support commercial lending transactions as required. • Collect, review, and verify supporting documentation. • Structure loan applications to maximise approval outcomes. • Prepare and lodge applications in accordance with lender and compliance requirements. • Monitor application progress and proactively resolve issues or delays. • Ensure all files are maintained accurately within internal systems. • Act as the primary point of contact throughout the loan process. • Provide regular updates to clients, ensuring they remain informed at every stage. • Deliver a professional, responsive, and seamless customer experience. • Build strong long-term relationships through proactive communication and service excellence. • Liaise with lenders, Business Development Managers (BDMs), aggregators, solicitors, valuers, and referral partners. • Follow up outstanding requirements and negotiate efficient outcomes. • Maintain strong relationships with lending partners to facilitate smooth settlements. • Support brokers by managing workflow priorities and ensuring files progress efficiently. • Maintain high levels of accuracy, organisation, and attention to detail. • Contribute to continuous improvement of internal processes and systems. • Assist in maintaining service standards and operational efficiency across the business. • Review existing client loan portfolios. • Identify opportunities for refinancing, restructuring, fixed-rate expiries, and additional lending. • Assist brokers in generating ongoing client engagement and business growth opportunities. • Ensure all applications meet regulatory, aggregator, and lender compliance requirements. • Maintain complete and accurate file documentation. • Uphold internal quality standards and best practices throughout the lending process.

Title: Investor Relations Location: Miami United States Job Description: About the Role iCapital is looking to hire an Associate to join the LATAM Investor Relations team to service the company's rapidly growing client base in the region. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success. Responsibilities - Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction. - Troubleshoot and support the resolution of client issues by coordinating with cross-functional internal teams and third-party partners (client solutions, transactional operations, fund finance, custodian operations, legal and fund administrators), ensuring timely follow-up and clear communication. - Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. - Guide and train clients using iCapital's proprietary technology platform. - Collaborate with the Technology team to optimize the user experience through enhancements platform by providing constructive feedback. Qualifications - Bachelor's degree with 3-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments - Fluent Spanish speaker is required - Fluency in Portuguese is a plus - Ability to manage phone and email queue during operating hours 8:30am-6pm EST - Experience with high-net-worth clients, financial advisors, and fund managers - Excellent organizational skills and attention to detail - Strong interpersonal, written, and verbal communication skills - Able to meet deadlines and work effectively under pressure - Proven ability to multi-task and work both independently and as a team player - Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel) Benefits The base salary range for this role is $85,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

• To handle a portfolio of claimant serious injury claims for Minster Law clients and contribute to the general success of the department. • The caseload is predominantly RTA based and involves cases with complex technical issues and quantum. • The value of cases will range from £125k to multi-million £ plus and is allocated dependent on skills and experience. • To provide mentoring support to Serious Injury team colleagues within the Department handling a portfolio of compensation claims. • You will be an ambassador of the business, contributing to the department strategy and growth. • Delivering the following for your individual caseload and that of your client case team: Being a technical expert in a chosen specialism • Delivering excellent client care to our clients who have suffered from a traumatic and life changing event, on your individual cases and overseeing the team • Ensuring all cases are effectively progressed and assist the Team Manager with embedding new working practices and procedures • Regular communication and face to face meetings with your clients • Instructions and meetings with a multi-disciplinary team of experts for example, medical experts, case managers, care experts, architects, forensic accountants, counsel • Analysis of evidence and research of legal issues on liability, causation and quantum • Drafting documents including statements, pleadings, schedules of loss • Securing early interim payments and appropriate rehabilitation • Optimising your client’s settlement • The role includes raising awareness of the department and developing your profile (We have close links with APIL, Headway, SIA and you will be involved in our work in supporting these organisations) • Reporting cases, preparing articles, testimonials • Motivating your client case team ensuring clear objectives and KPIs are followed, and any performance issues are highlighted to the Team Manager and supporting with any actions and development of colleagues as required in line with company policy • Conducting monthly 121’s, regular technical and case reviews, providing feedback and mentoring as required • Performing to a high level in a target orientated, high quality environment • Undertaking any other tasks as deemed relevant and reasonable by the business.

Role Description Looking for Philippines-based candidates. Job Role: Senior Lending Associate Compensation range: $1,500 AUD - $2,200 AUD / Monthly Engagement type: Independent Contractor Agreement Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time. In this role, you will play a pivotal role in supporting two brokers, including the Head Broker, by managing residential and commercial lending applications from submission through to settlement. You will take ownership of the end-to-end loan process, ensuring every file is prepared with precision, managed proactively, and delivered to the highest professional standards. This role is ideal for an experienced lending professional who thrives in a structured, quality-focused environment and enjoys building strong relationships with clients, lenders, and industry partners. Beyond day-to-day loan processing, you will contribute to workflow efficiency, identify opportunities within the existing client portfolio, and play a key role in delivering an exceptional customer experience while positioning yourself for long-term career growth within the business. Key Responsibilities - Loan Processing & File Management - Manage residential loan applications from post-discovery through to settlement. - Support commercial lending transactions as required. - Collect, review, and verify supporting documentation. - Structure loan applications to maximise approval outcomes. - Prepare and lodge applications in accordance with lender and compliance requirements. - Monitor application progress and proactively resolve issues or delays. - Ensure all files are maintained accurately within internal systems. - Client Relationship Management - Act as the primary point of contact throughout the loan process. - Provide regular updates to clients, ensuring they remain informed at every stage. - Deliver a professional, responsive, and seamless customer experience. - Build strong long-term relationships through proactive communication and service excellence. - Lender & Stakeholder Management - Liaise with lenders, Business Development Managers (BDMs), aggregators, solicitors, valuers, and referral partners. - Follow up outstanding requirements and negotiate efficient outcomes. - Maintain strong relationships with lending partners to facilitate smooth settlements. - Workflow & Operations - Support brokers by managing workflow priorities and ensuring files progress efficiently. - Maintain high levels of accuracy, organisation, and attention to detail. - Contribute to continuous improvement of internal processes and systems. - Assist in maintaining service standards and operational efficiency across the business. - Back-Book Management - Review existing client loan portfolios. - Identify opportunities for refinancing, restructuring, fixed-rate expiries, and additional lending. - Assist brokers in generating ongoing client engagement and business growth opportunities. - Compliance & Quality Assurance - Ensure all applications meet regulatory, aggregator, and lender compliance requirements. - Maintain complete and accurate file documentation. - Uphold internal quality standards and best practices throughout the lending process. Qualifications - Minimum 3 years' experience as a Client Service Manager, Loan Processor, Lending Associate, or similar role within a mortgage brokerage. - Demonstrated experience managing residential lending applications end-to-end. - Strong understanding of lender policies, credit requirements, and mortgage processing. - Experience coordinating multiple loan applications simultaneously. - Excellent organisational and time management skills. - Exceptional attention to detail and accuracy. - Strong written and verbal communication skills. - Ability to build trusted relationships with clients, lenders, and internal stakeholders. Desirable Experience - Exposure to commercial lending transactions. - Experience using MyCRM. - Knowledge of aggregator systems and compliance requirements. - Experience reviewing and managing client loan portfolios. Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Disclose any existing ongoing roles or client work. - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”).