INTRUST Bank

• Act as the primary internal Fiserv support position for the Fiserv Administrator on the Fiserv banking platform at University Bank • Assist in the maintenance of configuration settings on the Fiserv banking platform • Collaborate with stakeholders, business partners, and vendors to resolve support issues

• Identify, target, and pursue new enterprise opportunities through outbound prospecting, networking, industry events, and industry partners • Build and maintain a robust personal pipeline of high-value prospects • Execute the full sales cycle—including prospecting, discovery, solution alignment, executive presentations, proposals, and closing • Deliver compelling, and exciting consultative pitches customized to each prospect’s financial, operational, and strategic objectives • Drive deals to close with precision, urgency, and executive level influence • Lead all commercial discussions, including pricing, scope, terms, and negotiations • Navigate complex buying processes involving procurement, legal, risk, and multi department stakeholders • Coordinate internally with Legal and Finance to resolve contract redlines and ensure aligned deal structures • Maintain accurate pipeline stages, deal notes, and forecast projections • Conduct rigorous qualification using proven enterprise sales methodologies • Provide dependable forecasts to the SVP Business Development and CEO with visibility into deal progression, blockers, and timelines • Stay current on industry trends, competitor capabilities, and regulatory or market shifts impacting buyer needs • Provide structured feedback to Product and Leadership on emerging opportunities or market gaps • Work with Marketing to shape targeted outbound and demand-gen campaigns • Engage Client Relations for pre close reassurance and seamless post close handoff • Collaborate with Product for complex solution validation when needed • Act as liaison between financial institution partners and all internal MLS departments, managers, and staff • Continuously review MLS services to determine benefits and market demands

• Work closely with IT management to develop and implement strategic plans for cloud-based Azure technology services • Provide leadership in the implementation, maintenance, and support of cloud-based systems • Evaluate existing IT and business technology systems • Partner with IT and non-IT management to understand technical needs and develop solution recommendations • Provide guidance on cloud-based licensing and support contracts • Implement technology solutions that ensure full integration into existing cloud-based IT infrastructure • Develop enterprise testing plans for integration of new cloud-based technologies • Own and manage cloud-based technology design, implementation, conversion, and upgrade initiatives

• Contact delinquent customers to collect and reestablish a payment pattern • Negotiate or renegotiate payment schedules to avoid foreclosure • Approve and calculate short term repayment plans • Ensure adherence to regulatory requirements for collections process • Work with internal/external staff and investor contacts to maximize potential for collection • Work directly with investor contacts to complete requested tasks • Take part in investor conference calls • Become familiar with loss mitigation practices and how they apply to default operations • Assist borrowers with completing financial packages • Advise borrowers of potential consequence of foreclosure or bankruptcy • Maintain servicing system with appropriate default holds and codes • Attend all training sessions for department • All other duties as assigned by management

• Act as the primary internal subject matter expert for the Fiserv banking platform at University Bank. • Manage and maintain configuration settings on the Fiserv banking platform, including but not limited to: Job role and security settings, Business workflow automation, Reporting functions (scheduled and ad-hoc), Integration of Fiserv with other business platforms. • Documentation of compliance with established controls. • Develop and maintain procedures for the management of the Fiserv banking platform. • Act as a liaison between the Fiserv, University Bank business units, IT, and relevant third parties in support of the Fiserv banking platform. • Work with stakeholders to elicit, analyze, and document complex business requirements. • Create business & functional requirements documentation. • Participate and in some cases, lead discovery sessions with business partners to refine and find improvement opportunities within the Fiserv banking platform. • Manage ticket escalations between the bank representative and the Fiserv ticket holder. • Project management to ensure that Fiserv is providing sufficient updates on open projects. • Assist in researching system failures that should result in Fiserv invoice credits.

• Manage large amounts of inbound and outbound calls in a timely manner. • Identify customers’ needs, clarify information, research issues, and provide solutions. • Maintain ownership of calls throughout the lifecycle of a customer’s request, including follow-ups. • Process ACH payments, following the ACH process. • Utilize Black Knight platform to review borrower accounts for payment history, payoff statements, PMI status, and escrow analysis. • Make outgoing Welcome calls to new MLS customers. • Recommend improvements for processes to boost organizational efficiency.

• Manage construction to permanent loans processes and projects. • Develop, document, and maintain construction to permanent administrative processes including the review of loan documentation, review of site inspection reports, loan funding and loan balancing, loan pay downs, and partial releases. • Maintain department service quality standards. • Develop and manage relationships with key external customers, vendors including technology providers, construction material suppliers, attorneys, inspectors, title companies, and builders. • Analyze inspection reports for percentage completed on home, to assure accuracy of draw amount. • Identify and implement methods of improving functional and departmental efficiencies that reduce risks, improve quality of service and/or accommodate additional growth. • Follow guidelines, policies, and procedures. • Submit documentation for Collateral Assessment Review. • Work with processor to resolve any condition. • Monitor reports for project progression to make decisions regarding construction timelines. • Monitor the adequacy and effectiveness of the key controls and service levels for construction to permanent lending. • Prepare draw requests for approval and wire transfers from accounting system. • Respond to customer service calls from Builder, Borrowers, and Loan Officers. • Maintain department service quality standards. • Submit documentation for builder acceptance. • Maintain builder accepted list. • Review builder reports for acceptance. • Track mortgage insurance, builder’s risk insurance, flood insurance, liability insurance, and builder license for expiration dates. • Manage exceptions to builder/project approval and work in progress with manager and Chief Underwriter. • Interact with Accounting Department to ensure timely payment to vendors for services rendered. • Manage process of final inspections, title updates, budget review, and project completion. • Develop knowledge of the requalification and modification process to perform process. • Other Job Functions All other duties as assigned by management.

• Contact delinquent customers to collect and reestablish a payment pattern • Negotiate or renegotiate payment schedules to avoid foreclosure • Approve and calculate short term repayment plans • Ensure adherence to regulatory requirements for collections process • Work with internal/external staff and investor contacts to maximize potential for collection • Work directly with investor contacts to complete requested tasks • Take part in investor conference calls • Become familiar with loss mitigation practices and how they apply to default operations • Assist borrowers with completing financial packages • Advise borrowers of potential consequence of foreclosure or bankruptcy • Maintain servicing system with appropriate default holds and codes • Attend all training sessions for department • All other duties as assigned by management

• Provide technical support for core LOS platform and integrated vendor relationships. • Lead testing of upcoming system releases/enhancements, regulatory updates, configuration changes, etc. • Participate and in some cases, lead discovery sessions with business partners to refine and find improvement opportunities within the mortgage loan application process. • Implement improvements to the workflow of the loan application process utilizing the LOS platform to the greatest extent possible. • Adhere to quality standards as provided by LOS Application Manager, ensuring configuration changes are implemented following established change control procedures. • Act as a liaison between the LOS Administration team, lines of business, IT, and other areas in support of the Mortgage Loan origination process. • Test upgrades and changes prior to implementing in our live “production” system, coordinate user testing when needed. • Work with managers and personnel to identify and articulate business requirements, translate to functional requirements for necessary fixes, changes, and/or enhancements, and work with the LOS vendor and associated support vendors, to develop and implement changes to business requirements. • Other Job Functions All other duties as assigned by management.

• Design and deliver proper training for all Loan Officers. • Ensure Loan Officers understand ULG’s products and programs, sales process and expectations, and pricing structure. • Provide refresher training and coaching for existing Loan Officers. • Identify performance gaps and recommend targeted training solutions. • Train Loan Officers on sales prospect management and referral partner engagement. • Educate Loan Officers on specific pricing structure and documentation requirements. • Maintain training materials and track training completion and effectiveness.