• Serve as the “face” of Avantis Investors to the external marketplace of Southern Florida • Understand Avantis Investors’ highly differentiated investment process and philosophy as well as American Century’s distinctive story • Grow assets under management, most specifically with fee-based RIA’s • Collaborate with internal partners to identify and pursue sales opportunities • Contribute to the development and refinement of a strategic distribution strategy • Cultivate relationships and build active pipeline with fee-based advisors nationally • Influence the creation of a consultative, solutions-based sales approach • Partner closely with product development, marketing, and investments to ensure competitive positioning across key client and product opportunities

• Enter, code, and verify supplier and subcontractor invoices in Dext and Xero • Process all invoices on the day of receipt • Prepare weekly payment runs • Maintain supplier records and compliance documentation • Update registers daily • File documents immediately upon issue • Issue client progress invoices • Send payment reminders • Follow up on overdue accounts • Execute AI-drafted variations, purchase orders, and RFIs • Update project registers • Liaise with subcontractors and suppliers • File documentation accurately • Maintain budgets, cost trackers, compliance registers, and project reports • Liaise with the external accountant to support monthly reconciliation • Assist with HR onboarding, leave tracking, and meeting coordination • Work efficiently with Xero, Microsoft Office, Dext, Wunderbuild/Buildertrend/Procore, SharePoint, and AI tools to execute tasks accurately and on time • Communicate with suppliers and subcontractors via phone and email on a daily basis

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Home Loan Direct - Mortgage Loan Officer directs origination of residential mortgage loans from a borrower through customer calls and business partner referrals. Primary Responsibilities - Completes mortgage applications for submission to the loan processing and underwriting departments - Evaluates loan requests, analyzes financial data, and determines qualification of collateral and customer credit history - Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation - Structures loan to comply with acceptable lending practices and Federal regulations - Proactive outreach through outbound calling and email to marketing prospects in addition to the ability to quickly respond to customer inquiries whether online or by phone - Answers customer calls and business partner referrals to discuss various loan products and qualification information - Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business - Cross-sells other bank products and services - Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations - May participate in networking through professional, business and community organizations and activities to promote and market loan products This position requires the tracking of time and is eligible for overtime under for hours worked in excess of 40 per week under the Fair Labor Standards Act. The compensation for this position includes a base pay of $15/hour plus commissions, with an anticipated earnings potential of $31,200 – $70,000+. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information. Requirements - High School Diploma or GED Preferences - Bachelor’s degree - Previous Sales Experience - Previous Customer Service Experience - Desire for a Mortgage Banking Career Skills and Competencies - Ability to learn and consult on various mortgage products - Ability to learn mortgage systems and technology - Demonstrate Consultative Sales ability - Good organizational skills - Must be able to build and maintain internal and external relationships to deliver high levels of service - Must be able to multi-task competing priorities and meet tight deadlines - Proficient in Microsoft Office products - Strong desire to consistently provide world class Customer Service - Strong written and verbal communication skills Preferred: - Mortgage Loan Officers with a current minimum of 1M per month average proven production volume - Current mortgage origination experience Position Type Full time Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. Position Type Full time Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. - Paid Vacation/Sick Time - 401K with Company Match - Medical, Dental and Vision Benefits - Disability Benefits - Health Savings Account - Flexible Spending Account - Life Insurance - Parental Leave - Employee Assistance Program - Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Regions Center Location: Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

• Lead Financial Management & Forecasting: Own the CCS P&L and multi-year financial models. You will drive budget creation, quarterly forecasting, and variance analysis, ensuring financial decision-making is grounded in rigorous data. • Build Forward-Looking Operational Models: Develop sophisticated models that account for the interplay between clinical delivery and business outcomes, focusing on visit volumes, staffing productivity, and contribution margins. • Drive Operational Excellence & Process Design: Architect scalable, repeatable, and sustainable operational processes. You will lead workflow mapping and performance tracking to ensure clinical operations are efficient and financially disciplined. • Master Clinical Cost Drivers: Develop a deep understanding of the cost drivers within clinical operations to provide actionable insights on resource planning, staffing models, and the trade-offs between clinical delivery and business constraints. • Oversee Vendor Management: Lead contract oversight for clinical and operational partners, conducting ROI evaluations and performance monitoring to ensure high-value delivery. • Integrate Quality & Economics: Analyze how quality performance and care pathways influence reimbursement and the total cost of care, aligning clinical goals with financial success. • Foster Cross-Functional Accountability: Partner with Clinical, Network, and Operations leaders to establish shared KPIs and drive cost visibility, empowering them to manage spend effectively without sacrificing care quality.