• Analyze and investigate claims data • Support quality review claim and concept findings from internal and external partners regarding adverse claim outcomes • Utilize data analysis skills and tools to develop accurate, quantitative analyses of issues • Work with the team to identify thematic areas of opportunity to reduce incorrect payments • Mediate errors with key stakeholders • Compliance with all applicable laws and regulations • Other duties as assigned

• Underwrite the entire spectrum of lending products, regardless of size or complexity, in a timely and efficient manner. • Understand and apply credit policies, corporate Program Standards, and minimum underwriting standards. • Collaborate closely with the various Business Development Officers to provide a consultative/value-added credit perspective, both prior to proposal issuance and thereafter. • Review and analyze new deal packages for content and completeness. • Order and review due diligence and documentation. • Review and analyze financial statement spreads and understand cash flows. • Review and understand collateral and financial trends indicated therein. • On occasion, be willing to visit prospect locations and meet management of the business prior to closing for transactions over a predetermined amount. • Gain a thorough understanding of the prospect's business and what is impacting the company’s growth, or declining, performance. • Review reporting requirements and processing with clients. • Analyze debtor information in conjunction with Debtor Credit Manager. • Prepare the credit narrative/CAR (Credit Approval Report) for appropriate approval and/or credit committees. • Be able to review the closing documentation and effectively negotiate with the prospect client, internal/external legal counsel, and/or other transaction stakeholders • Mentor and train analysts, and less experienced business development representatives. • Other duties as assigned.

• Realizar o Onboarding de novos clientes, diagnosticando o negócio, definindo o primeiro objetivo da empresa e desenhando estratégias iniciais utilizando a plataforma RD Station Conversas como maior foco. Eventualmente também fará implementações de RD Marketing e/ou CRM • Empoderar clientes, acompanhando periodicamente sua utilização da plataforma durante a fase de implantação, visando maximizar seus resultados; • Garantir a satisfação dos clientes, atuando como ponte entre os do cliente e da agência, incluindo vendas e suporte para solucionar problemas e garantir o sucesso da implementação; • Apoiar os clientes no setup da ferramenta, conduzindo reuniões de forma adaptativa e alinhada às suas necessidades e expectativas; • Gerenciar simultaneamente múltiplos projetos de implementação, organizando agendamentos com clientes e contornando objeções em cenários desafiadores.

• Serves as trusted advisor to the Sales team on quoting, contracting options, approval processes, and/or value positioning to help drive deal closure • First point of escalation and approval on complex deal questions and non-standard requests • Demonstrate awareness of the Company’s revenue-related KPIs and partner with Sales and Revenue Recognition teams on complex quotes and deal structuring that maximize such revenue outcomes • Assists to interpret contractual language and escalate as necessary to ensure that deals comply with legal, revenue recognition and other operational policies. • Assist in drafting contract language for certain commercial deal terms • Assist Manager, Deal Desk with monthly reporting, ad hoc requests, and projects as necessary