Primis

• Collaborate with Digital Operations Associate II to gather required documentation for underwriting and approval • Maintain and update internal customer databases with accuracy and attention to detail • Monitor and process incoming client applications promptly • Complete onboarding tasks efficiently and within designated timelines • Resolve Anchor incidents related to onboarding as needed • Regular, reliable, and predictable attendance • Adhere to established processes, procedures, and checklists to ensure high-quality service delivery • Assist in manual account openings alongside Digital Operations Associate II • Provide support to both customers and Digital Operations Associate II during the account opening process • Build and maintain relationships to support potential business development opportunities • Utilize internal tools and systems to ensure data consistency across customer resource management and loan/deposit origination platforms • Work with Senior Leadership on strategic planning for an effective customer servicing apparatus in a growing financial services company • Maintain favorable working relationships across business lines • Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices • All other duties as assigned

• Provide executive leadership and strategic direction for SBA lending as a core growth platform. • Direct and monitor the ongoing operating activities of the SBA lending department, ensuring compliance with government regulations (SOPs). • Develop and lead strategic planning initiatives and operations that support growth and reduce risk while maintaining a focus on customer service. • Approve, decline, and review underwriting of loans in compliance with Bank Credit Policy and government guaranty requirements. • Manage the SBA loan secondary market sales process to ensure all eligible SBA loans are bid and sold, if the bank elects to engage in loan sales. • Serve as an Executive Member of the Credit Committee. • Review credit submissions for approval and make recommendations of credit approvals to executive credit team and the Board. • Maintain an in-depth working knowledge of government program products and services. • Ensure the quality and consistency in underwriting of loans and overall credit quality. • Ensure compliance with government requirements regarding eligibility, credit, servicing and liquidation.

Title: Producing Branch Manager Job Category: Primis Mortgage Location: Corpus Christi, TX 78410, USA Atlanta, GA 30305, USA United States Job Description: Position Summary: The Producing Branch Manager will be responsible for delivering superior growth and profit by executing strategic plans and initiatives with Loan Officers. Essential Functions - Responsible for achieving production goals through personal production as well as effective leadership, recruiting, retention, coaching, and conducting sales calls with Loan Officers. - Drive sales of mortgage loans by leading, communicating, and executing on a strategic plan that includes superior relationship management of internal and external business partners. - Implements and administers new products or programs including sales promotion and incentive programs, encourages staff member participation to stimulate new growth. - Monitors quality of loans to ensure loans are at appropriate rate, amounts, and terms that comply with program guidelines. - Management/Leadership: set goals with measurements annually for assigned employees, create and implement development plans for staff, complete performance appraisals by deadline, and hold employees accountable for performance & behavior. - Regular, reliable, and predictable attendance. Marginal Functions - Comply with industry-related regulations, requirements, and state/federal laws as applicable to the job duties of this position. - Stay up to date and knowledgeable of local real estate market conditions, mortgage product and process trends, and competitive position. Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities - Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices. - All other duties as assigned. Minimum Educational & Experience Requirements - High school diploma or equivalent required - Bachelor’s degree or equivalent education and related experience - 5+ years of mortgage industry experience or experience in the financial services field Minimum Skill Requirements - Professional and effective verbal and written communications - High degree of detail orientation - Strong organizational skills - Ability to work independently with minimal supervision - Proficient with MS Office Physical Demands In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. - Frequent stationary position, particularly, but not limited to, at a desktop computer - Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use - Continuous communication: verbal and written, in-person, phone and electronic Work Environment - Office environment; remote and hybrid flexibility if determined by management

• The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. • They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients. • Build and carry out strategic initiatives meant to bring new clients to the Bank. • Meet with perspective new clients within the industry, such as but not limited to: Real Estate Agents, Financial Planners, Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law), Title Agents, Insurance Providers, Banks /Credit Unions, Property Managers, Builders, Human Resource Departments, Relocation Companies, Clients.

• Acquiring, expanding, and managing a portfolio of complex warehouse lines of credit • Acting as the primary point of contact for clients • Identifying new business opportunities and structuring tailored financing solutions • Collaborating with internal credit and operations teams • Conducting regular client reviews and managing concentration risks

• Lead end-to-end project management of initiatives, including planning, execution, monitoring, and closing of projects within scope, time, and budget. • Anticipate potential challenges and risks within the project lifecycle, and work closely with team members and stakeholders to develop and implement solutions before they escalate. • Work closely with business stakeholders, including senior management, business units, and external vendors, to understand business needs, define project requirements, and ensure alignment with organizational goals. • Identify potential risks and issues within projects, develop mitigation plans, and manage risks to minimize project disruptions. • Coordinate and collaborate with cross-functional teams, including developers, business analysts, network engineers, and QA professionals, to ensure project success. • Manage project budgets, allocate resources effectively, and ensure that all project deliverables are met on time and within budget. • Oversee the transition of new systems and processes, ensuring that they align with existing banking operations and comply with regulatory requirements. • Ensure all projects adhere to banking industry regulations and compliance standards, including data security and privacy laws. • Provide regular project status updates, progress reports, and post-project evaluations to senior leadership. • Maintain comprehensive project documentation and track all project milestones. • Monitor project performance and suggest improvements to processes, tools, and methodologies to enhance project delivery.