• Complete Credit Checks
• Rename Supporting Documents
• Data entry in Flex from supporting documents
• Complete ApplyOnline
• Update clients at new stages of application via email template
• Manage client file in OneDrive
• Track Application with lender and provide updates to broker/analyst
• Respond to NON-CREDIT related MIRs
• Save lender correspondence and decision emails to client file
• Complete compliance requirements
• Send Annual Review Emails
• Prepare loan pricing
• Prepare property valuations
