• Develop and implement process improvement plans to drive operational efficiency within multiple facilities or across multiple departments. • Manage project timelines, stakeholder engagement plans, and business case objectives to ensure successful implementation of process improvement initiatives. • Monitor and conduct data analysis on key performance indicators to identify areas of improvement and track progress against targets. • Facilitate cross-functional teams to identify opportunities for improvement, develop action plans and implement standard best practices. • Collaborate and engage with key stakeholders and provide regular updates on progress of process improvement initiatives, including successes, challenges and next steps. • Train and mentor team members on process improvement methodologies and techniques to build internal capability and drive a culture of continuous improvement.

• 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