• Identify the roles and responsibilities of the AIT in a Long-Term Facility. • Assist in analyzing the various operations within a nursing facility. • Act as a liaison between the nursing facility, residents, families and outside community. • Compile and develop reporting on budget projections, revenue and expenses. • Monitor industry regulations, laws, compliance updates and make changes as appropriate. • Assist in contract negotiations with vendors under the direction of the Preceptor. • Participate in Advisory committees.

• Own and manage the innovation teams’ operational cadence • Ensure well-prepared meetings with clear agendas and documented outcomes • Coordinate team activity and information flow across systems • Maintain and improve operational tooling like dashboards and trackers • Ensure progress metrics and portfolio views are accurate • Execute and manage team communications and updates • Provide visibility into progress, risks, and outcomes for stakeholders • Identify workflow friction and drive process improvements • Support onboarding and enablement for new team members • Manage training planning and provide on-site operational support

• Provide operational support to brokers by assisting with system access, technical questions, and process-related inquiries. • Serve as a resource for brokers navigating company platforms, loan programs, and documentation requirements. • Develop and deliver training materials, guides, and resources to help brokers better understand company products and processes. • Assist with organizing and facilitating broker training sessions, webinars, or virtual events. • Manage appraisal orders within the company’s appraisal ordering system from placement through delivery. • Review appraisal requests for completeness and alignment with loan program and property type requirements. • Communicate with brokers, appraisers, appraisal management companies (AMCs), and internal staff regarding appraisal status, questions, and documentation needs. • Track appraisal timelines and follow up on outstanding items to help ensure timely delivery. • Assist in resolving appraisal-related issues or delays by coordinating with internal teams and external partners. • Respond to broker and internal inquiries related to appraisal requirements, forms, and processes. • Escalate complex issues to management when necessary while maintaining proactive communication with stakeholders. • Maintain accurate records of appraisal orders, broker requests, and related documentation. • Utilize Encompass to review loan files and confirm appraisal data is properly reflected in the system. • Support data collection and reporting efforts related to appraisal tracking and broker support activities. • Identify opportunities to improve operational efficiency and recommend enhancements to internal workflows. • Assist with updating internal procedures, training documentation, and operational resources. • Support special projects and additional operational initiatives as needed.

• Serve as the primary point of contact and trusted advisor for sponsor organizations throughout the Central eSource project lifecycle. • Lead structured discovery and requirements-gathering sessions with sponsor stakeholders to define project scope, workflow expectations, and integration requirements. • Drive ongoing sponsor discussions to surface change requirements, resolve blockers, and maintain project momentum. • Proactively identify when sponsor decisions require escalation and ensure the appropriate CRIO leadership is engaged at the right moments. • Represent CRIO in sponsor-facing discussions requiring high-level operational insight, maintaining confidence through clear and professional communication at all stages. • Serve as the operational lead across all active and planned studies within assigned sponsor organizations. • Standardize workflows, templates, documentation, and communications across a sponsor’s study portfolio. • Lead, guide and support Lead Enterprise Study Managers (LESMs) and Enterprise Study Designers (ESDs) with operational guidance and prioritization alignment across competing timelines. • Proactively manage timelines and deliverables, ensuring on-time execution across the sponsor portfolio. • Define and document operational workflows, data capture logic, integration touchpoints, and role-based access structures for each sponsor project.