• Provide every client the best service in the industry. • Ensure accurate and timely packaging of all loans originated by the Mortgage Loan Originator • Organize, compile, and verify loan application information. • Submit mortgage loan application files for underwriting approval. • Meet critical deadlines.

• Serve as a key operational support partner for IAS Advisor Success Management and Home Office teams. • Assist in coordinating and resolving complex service issues, escalations, and exceptions • Assist with managing exceptions, accommodations, and workflow troubleshooting to help minimize disruption for advisors and clients. • Track issues through resolution and ensure timely communication with stakeholders. • Support the development and maintenance of training materials, job aids, and reference documentation. • Provide feedback and suggestions to improve training effectiveness based on advisor and staff experiences. • Help reinforce best practices and consistent workflows across teams. • Partner with Client Success POD CEMs and Operations teams to identify recurring issues and opportunities for improvement. • Analyze operational data and reports to identify trends, risks, and efficiency opportunities. • Contribute insights and recommendations that support process improvements, documentation, and communication enhancements. • Work closely with Operations, Service, Technology, and other internal teams to support seamless service delivery. • Assist with communicating operational updates, including fee changes, policy updates, FINRA guidance, and system enhancements. • Provide data and operational insights to support decision-making within the IAS Advisor Success Management team.

• Become a part of our caring community and help us put health first • Bring your unique talents and perspectives to CenterWell and help us bring better healthcare solutions to our members • At CenterWell, you’ll have the opportunity to interact with members, provide professional advice, and enable positive outcomes in a growing organization • Work at home with flexibility • Administrative/operational/customer support assignments • Performs computations • Provides resolution or outreach for resolution on prescriptions that are incomplete, invalid, or contain clinical issues preventing the fulfillment of the request • Communicate with physician offices and hospitals via fax or telephone • Responsible for researching and updating clarifications and denials on patient profiles • Responsible for making or taking phones calls to and from providers, patients and/or retail pharmacies

• Most companies treat FinOps like a janitorial service: engineers make a mess, and the FinOps person follows them around with a broom and a spreadsheet of "unattached EBS volumes." • At our scale, we aren't interested in "saving money" in the abstract. We’re interested in efficiency as a product feature. Every dollar we shave off our unit economics is a dollar we can pass directly back to our customers, making our product more competitive and our margins healthier. • We’re shifting FinOps left! • We believe the most expensive line of code is the one written without considering how it scales. We want to move cost conversations from the billing cycle to the design doc. In this role, you aren’t a gatekeeper; you’re an enabler. You’ll be successful when: • cost is a first-class citizen: Engineers treat "cost per query" or "cost per ingest" with the same rigor they treat latency or availability. You’ll be the person engineers go to when asking, "Will this architecture be expensive?" and have the credibility to provide the right answer. • the "hot potato" dies: No more reactive scrambles when the AWS bill hits. You’ll build the systems that give teams the autonomy to own their own margins. • cultural compounding: You shouldn't be a hero who personally finds $2M in a closet. You’ll be the architect who builds a culture where 100 engineers make 1% better decisions every day. • Own the strategy and enable cost-aware engineering: You build the systems and attribution structures (tagging, showbacks) that give teams ownership of their impact. • Partner with Finance: Explain variances, maintain clean cost allocation, and help the business understand margins by product line.