• Review all credit conditions on accepted offers for financing • Ensure the customer’s dashboard is properly configured to collect all required closing conditions • Contact vendors to collect bids for required real estate diligence reports for CRE loans • Engage third-party vendors for requirements • Take ownership of loan file diligence and vetting of documents submitted by customers • Review and establish policies and procedures to increase the efficiency of the closing process • Educate and mentor closing officers on configuration requirements • Assist with departmental projects and other duties as assigned

- Create and upload SKUs accurately and on time - Prepare and submit production documents, including POs, SKUs, and sample requests - Request and track PSRs from all active vendors - Maintain and update the TNA overview and individual order TNAs - Create and maintain the WIP for Buying - Document QC issues and order-related discrepancies - Schedule and review third-party quality control inspections - Review and approve bulk inspection reports - Monitor PPS and TOP timelines and flag risks or delays - Support resolution of EXF issues or production delays - Partner with Product to request PPS and TOP samples as needed - Monitor sample timelines to ensure on-time receipt and review - Coordinate media sample requests and shipments - Coordinate shipments with designated freight forwarders from factory to warehouse - Review and upload packing lists and shipping documentation - Monitor inbound shipments and proactively track ETAs - Investigate and resolve shipment delays - Communicate inbound shipment updates to internal teams - Ensure timely and accurate warehouse receiving and inventory synchronization - Serve as the primary point of contact for the 3PL - Manage and respond to warehouse communication - Monitor inbound receiving accuracy and inventory integrity - Review weekly invoices and flag discrepancies - Resolve warehouse-related issues in a timely manner - Complete monthly inventory audits - Monitor monthly warehouse KPIs with the support of the CX team - Collaborate with Marketing to align on collection and core launch dates - Execute operational launch tasks, including product activation and manual inventory uploads as needed - Track collection launch sales and performance metrics

• Use SalesForce.com to assist in creating accounts, generating quotes, tracking opportunities, and processing purchase orders. • Assist in data entry for quotes that will be delivered to new and existing customers. • Provide review of opportunity details to prepare for an order to be submitted. • Promptly responding to internal and external inquiries. • Develop and maintain relationships with GuidePoint’s key Vendors and Distributors. • Leverage resources and relationships to bring Value to Customers. • Serve as a liaison between GuidePoint Account Executives, Purchasing, Accounting and Contracts Departments to process and track orders. • Demonstrate the ability to manage multiple tasks with shifting priorities and tight deadlines under the guidance of the SOS team members. • Ad-Hoc projects including maintaining Salesforce.com data integrity, Salesforce.com reporting, deal registration support, renewal support, etc. • Send VAR quotes to customers via DocuSign as required. • Other related duties to support the region as required and assigned.

• Lead business requirements from Ops and communicate requirements to cross-functional teams, facilitate discussion and influence system design, architecture, and prioritization to get Ops requirements on the respective cross-functional teams’ roadmap • Collaborate with Product Management and other cross-functional stakeholders, including Engineering, Data Science, Data Analytics, and Shared Services, to drive alignment on overall business goals and requirements and establish an operating rhythm to optimize product and process improvements while fostering innovation • Facilitate identification of areas for inefficiencies/improvement and opportunities for innovation from an operational standpoint as well as market trends and competitive landscape geared towards improving customer experience and optimizing cost • Be the Subject Matter Expertise on Technical Tools and Processes for Ops across all Trust domains and stay informed about industry trends, emerging technologies and competitive landscape • Be a champion of a data-driven decision making approach and culture to drive continuous performance improvement • Lead Tools and Technical system and design changes across all the operational lines • Enable the business by connecting the dots between system architecture, implementation, and business workflow enablement • Drive cross-functional project teams to ensure initiative goals deliveries are on budget and on schedule and act as a liaison to communicate and plan for any unplanned events across Trust Ops organization • Lead, manage and facilitate the delivery, implementation and adoption of initiatives/programs by cross functional teams across internal and partner teams in Trust Operations organization • Champion continuous improvement philosophy and drive adoption of Lean and Agile methodology culture in the organization through training, coaching/mentoring, and leading/managing/implementing continuous improvement projects • Lead Performance Analysis by establishing Key Performance Indicators (KPIs) for each of the functional domains and effectively leverage data to measure success and identify areas of improvement