EEOC

• Bring your technical expertise and join our team of specialized staff. • Use your knowledge to outline solutions and convey the value and benefits of our products to our partners, prospects and customers. • Enjoy working with a great team of professional services and sales. • In this role you will be supporting partners, customers and internal staff all around the world. • You will be working with global class partners as we revolutionize the document delivery market. • Analyze information to determine, recommend, and plan installations of a new system or modification of an existing system. • Install, guide and support enterprise software solutions. • You will bring with you a high energy solution driven mentality along with extensive pre-sales experience working in a solutions and technology environment.

• Support the salesperson by managing inbound leads, conducting initial client intake, and qualifying prospects. • Coordinate meetings, follow-ups, and communications with team members (sales, underwriting, closing, etc.) • Maintain CRM records, track pipeline activity, and prepare sales reports. • Develop strong working relationships with BDOs, Underwriters, Credit Officers, Closers, and other internal teammates. • Communicate with team members and clients regarding issues or details that need to be addressed or changed throughout the loan process. • Assist in gathering, organizing, and reviewing documents needed for SBA loan applications (7(a), USDA, 504, etc.). • Provide instruction and assistance to clients during the initial SBA loan application process, emphasizing accurate completion of documents and introduction to loan processing software. • Ensure client files meet SBA standards and help keep applications moving on schedule. • Ensure loan application packages are in complete compliance with SBA guidelines. • Order pre-underwriting and prequalification government-required reports (e.g., OFAC, CAIVRS, SAM). • Preliminary assessment of new loan opportunities. • Spreading and initial analysis of financial statements, projections, and business plans. • Assess SBA and USDA eligibility and maintain thorough understanding of SBA SOP and USDA Regulations & Guidelines. • Assist Government Guaranteed Lenders (GGL) BDOs and GGL Underwriters in preparing loan packages for credit underwriting. • Complete vetting and credit memos to effectively communicate guarantor background, borrower business details, and other information aiding review, underwriting, and approval processes. • Manage the appraisal process for all new credits (coordinate with borrowers, order appraisals, monitor status, etc.). • Order and review site inspections. • Order and track business valuations, providing pertinent information and documents to vendors. • Ensure compliance with internal bank credit policy and external regulatory requirements. • Attend SBA and USDA training to stay current on government-guaranteed lending regulations. • Work with the SBA Lending team to devise and execute new processes and procedures that contribute to continuous process improvement in SBA loan origination.

• Responsibility of engaging with sales and services team to gather requirements for direct and partner sales. • Provide pre-sales support, provide industry knowledge and Crawford’s solutions and offerings. • Document requirements for solutions and required components and services. • The ability to demo products and solutions, either onsite or using online web presentment tools. • Individual must be able to work with sales staff to target key value points and clearly present and articulate the value of the solution. • Ability to demo all solutions with confidence and perform proof of concepts when required and work with services team to clearly define proof of concept guidelines. • Document enhancement request from customers and clearly demonstrate the value to the customer and CrawfordTech. • Ability to articulate requirements and overall solution. • Perform onsite or offsite, services work and training on products.

• The Field Engineer is responsible for managing the field logistics and updating company Project Managers and Contractors to ensure projects comply with all engineering standards, codes, and specifications • Works with Project Managers and Superintendents to provide direction and support in managing operations, overseeing job logistics, and generating reports for division leaders • Manages PlanGrid and Heavy Job for project work accuracy, monitoring project costs to stay within budget • Proactively works with Project Management, Field Supervisory, and Client teams to identify and analyze potential risks and impacts to the project schedule • Tracks production to produce project activity profiles • Assists with job site duties to keep job site facilities functioning correctly • Prepares, reviews, and approves supplier purchase orders • Understands owner contract and subcontract documents to determine inclusions/exclusions for invoice payment • Validates, reconciles, and maintains accurate quantities for billing purposes and communicates differences to project management • Prepares change orders, manages trucking logs, and approves invoices • Identifies, completes, and applies for local permits • Performs on-site safety observations • Develops and oversees job site-specific requirements relating to safety, site cleanliness, and delivery schedules • Assists in producing and processing project deliverables such as Safety and QA/QC plans and test procedures • Produces drafts, manages, and maintains project submittal/RFI logs for the lead project manager • Organizes and ensures proper documentation and drawing distribution to staff and field personnel • Schedules, facilitates, and manages Gopher 1 tickets • Schedules and leads private utility meetings and documents conversations to communicate with office personnel • Attends meetings as required with clients, owners, and project teams • Develops and maintains good working relationships with clients, subcontractors, vendors, landowners, and suppliers • Assists in drafting subcontractor/P.O. agreements and ensures all subcontract agreements are finalized before work begins • Plans and coordinates engineering deliverables from various parties • Assists with estimating duties, including but not limited to take-offs, solicitations to subcontractors/suppliers, bid and quote preparation, and bid running • Participates in business development events • Ability to independently perform tasks assigned with instructions as to the expected general results • Assists with other duties as assigned by management

• Provides support to the Appraisal Group management as part of the corporate commercial appraisal and review program through performing independent internal reviews of appraisal reports • Reviews appraisal reports to ensure compliance with industry standards, regulatory requirements and bank standards, reasonableness and credibility of appraisals • Prepares timely internal review reports with an emphasis on technical reviews opining to value conclusions • Works with engaged appraisers to discuss questions and resolve potential problems in order to achieve compliant and valid market value results • Works with account officers, relationship managers and department management to find solutions to unacceptable appraisals which may include, rejections, ordering new appraisals, issuing value opinions via supported modifications or preparing internal Restricted Use appraisals • Acts as a resource to bank staff and assists in managerial duties as assigned by the Chief Appraiser • Responds to inquires from bank staff involving corporate appraisal policy and compliance with laws and regulations • Identifies and assesses risk and escalates issues to the Chief Appraiser to ensure proper resolution • Makes recommendations to Chief Appraiser regarding possible additions to and necessary disciplinary actions regarding existing appraisers on the corporate approved appraiser list resulting from the appraisal review process • Provides relevant market data to the Chief Appraiser for input into the department databases • Assists in assigned managerial duties to ensure the efficient and effective operations of the department • Guides and advises department staff in the more complex phases of their work • Makes recommendations and conducts sessions pertaining to employment, performance ratings, salary changes, promotions, training, transfers, and terminations for assigned department staff • Assesses the validity of existing appraisals and evaluations • Analyzes existing appraisals and evaluations to determine if they continue to reflect the market value of the property and may be used in a subsequent transaction • Prepares the appropriate validation documentation and create a department file containing the data and analysis considered which may include market data compiled and maintained in the department’s databases, or advise that a new appraisal or evaluation is required if the original reported market value is no longer valid • Responsible for special projects as assigned by management including but not limited to general market data analysis and quarterly reports

• Follow up on referrals and new leads in a timely fashion. • Coordinate sales activities with Marketing and Business Development to maximize lead generation activities. • Follow-up on leads and advise team on best next steps. • Contact new and existing customer base to sell additional software and services. • Learn emerging growth areas such as automated language translation, workflow-driven accessibility remediation. • Prepare proposals, presentations, demos, and sales contracts. • Inform and contribute to company growth strategy and market proposition. • Provide on-time and accurate/realistic sales forecasts.

• Responsible for the coordination and completion of all aspects of project • Sets deadlines, assigns responsibilities, and monitors and summarizes progress of project • Approves reports for upper management regarding status of project • Oversees all aspects, including scope, of project; may lead and direct the work of others • Oversees project plans and cost projections and approves revisions as appropriate; oversees the allocation of resources to ensure objectives are met • Aligns project activities with organizational objectives; ensures project outcomes equate to organizational success • Oversees the development of policies and procedures to meet project requirements • Oversees the resolution of problems in order to maintain progress • Oversees key activities and ensures accuracy of project documents and reports

• Oversee, coordinate, and manage activities and resources for an assigned project. • Establish and implement project management processes to ensure project requirements are delivered effectively, within budget, in compliance with established standards, and within the specified time frame. • Manages the day-to-day operational aspects of a project and scope. • Works with client to identify project objectives and establish project parameters, budgets, deliverables, and deadlines. • Develops project plans and cost projections and makes revisions as appropriate; identifies and allocates resources and prioritizes tasks to ensure objectives are met. • Aligns project activities with organizational objectives; ensures project outcomes equate to organizational success. • Coordinates the development of policies and procedures to meet project requirements. • Interfaces with relevant parties to resolve problems, maintain progress, and maintain mutual interaction of respected parties.

• Manage a team of Fraud Risk Analysts that monitor, detect and analyze transaction information to identify, prevent and mitigate fraud • Lead Analysts in daily reporting processes designed to detect, prevent and mitigate fraud • Direct Fraud Risk Analysts through effective leadership in determination/interpretation of regulatory guidance involving Suspicious Activity Report (SAR) filings, Regulation CC, Uniform Commercial Code (UCC), etc. to include liability determinations • Perform regular QC reviews of Analysts casework to maintain compliance, consistency and to provide relevant coaching and mentoring to Analyst Team • Monitor case metrics on a regular basis • Review Analyst Team SARs for adherence to FinCEN guidelines and assign to BSA for filing • Collaborate with cross-functional teams and industry subject matter experts to prioritize, implement and optimize risk mitigation policies and controls • Establish annual goals for analyst team and provide annual performance reviews • Work with Human Resources on filling Analyst positions (interviewing, hiring, salary recommendations and training) and performance coaching • Meet regularly with Analysts individually and hold a monthly team meeting with Analysts to discuss fraud trending, new processes and procedures, etc. • Ensure the Analysts are cross trained on all functions • Report any deficiencies in current fraud reporting tools to the Fraud Investigations Manager and work collaboratively to ensure all reports function as intended • Approve Batch Transaction Entry (BTE) transactions and Indemnifications for Analysts and Investigators

• Seeks out/completes bid opportunities through client relationships, networking opportunities, public/private postings, assigned bid opportunities, and various other means • Develops and maintains positive working relationships with current clients; responsible for creating relationships with potential future clients • Estimates projects for bid submittal by reviewing plans and specifications, calculating quantities, gathering quotes and submittals, constructing the bid, and creating the bid submittal • Coordinates pre-construction meetings for projects awarded to ensure communication and coordination between project managers, field, and office support • Works with operations staff to coordinate appropriate construction methods and staffing needs • Obtains necessary permits and licensing • Manages costs by tracking labor, equipment, and materials • Manages billing with Project Coordinators to ensure accuracy of invoicing, preparation of payables, accounts receivable collections, approval of accounts payable in a timely manner and management of over/under billing monthly • Communicates and is responsible for meeting EEO/DBE project requirements • Ensures all aspects of the project are met safely, on/under budget and in the appropriate time frame allowed • Uses appropriate resources to troubleshoot any project issues that may arise • Seeks approval for all project change orders (before work is completed) and manages changes to the scope of work to maintain profitability • Coordinates efforts and communication with the project owner/general contractor to work toward safe and timely project completion and adjust project scope of work and timelines as needed • Assures that Leadership is informed on all matters of relative importance