• Lead the implementation and management of compliance programs aligned with RPAA, card network requirements (e.g., Visa), and relevant lending licensing or registration needs • Oversee day-to-day controls and monitoring for the Banking and Credit Card compliance programs • Serve as the internal subject-matter expert for payments regulation, licensing, and risk controls related to safeguarding, operational risk, and program governance • Lead to internal training and awareness to strengthen payment regulatory knowledge across teams • Partner with Product, Engineering, and Operations teams to embed compliance into product development and lifecycle management • Draft and maintain policies, procedures, and internal guidance for applicable compliance requirements • Support regulatory reporting and audit readiness, including regulator inquiries, risk assessments, and network attestations • Identify and triage compliance risks related to payment program expansions or enhancements • Leverage automation tools (e.g., Notebook LM) to streamline program execution and reduce overhead • Collaborate with cross-functional teams to scale programs efficiently and support junior team member enablement

• Support the intake, tracking, and coordination of requests for new or revised forms using established governance processes • Works under general supervision to design, develop, and revise forms for application, service, and claims workflows in partnership with Operations, Product Development, Underwriting, Claims, Compliance, Product Filing, Legal, and other stakeholders • Recommend form design and delivery approaches based on usability standards and best practices • Maintain version control and enforce standards for naming, storage, distribution, and retirement of forms • Coordinate form updates and implementation with internal teams to ensure correct placement, timing, and stakeholder readiness • Communicate with internal stakeholders to provide status updates, clarify form requirements, and route questions or issues through established governance and escalation paths • Modernize forms by converting to electronic formats and enabling automation where feasible while meeting regulatory and company requirements • Support compliance review of forms and related communications to align with applicable state/federal requirements, company standards, and approved language • Coordinate compliance-driven changes through intake, review, approval, implementation, and post-release verification, maintaining documentation, approvals, and audit-ready records • Maintain the form inventory (including effective dates, state variations, required disclosures, and approved language) to support regulatory readiness • Assist in reviewing form content, distribution, and use to help identify potential compliance risks or gaps; flag and escalate concerns, and support remediation activities through implementation under guidance • Perform periodic testing/quality checks using established checklists (e.g., confirm correct versions are available in distribution channels and required notices/disclosures are present); respond to routine internal questions on form usage and compliance requirements and route complex issues to appropriate partners

• Assist in the development and execution of regulatory strategies to ensure compliance with all applicable healthcare laws, regulations, and standards. • Develop a strong understanding of value-based care program/model operational and financial frameworks and assist in the development and execution of strategies for success in these programs and models. • Monitor program or model updates and changes, analyze their implications on company operations, identify operational gaps, and coordinate appropriate responses. • Support analysis of new value-based care models and best practices to identify opportunities. • Stay up to date on regulatory changes and emerging trends in value-based care and integrate this knowledge into the organization’s strategies. • Collaborate with internal departments, including legal, compliance, operations, performance, product, analytics, and clinical teams, to ensure regulatory requirements are effectively integrated and maintained, and to support success in value-based care programs and models. • Participate in regulatory discussions and audits to advocate for the company's interests and ensure compliance, including the reporting of suspected fraud, waste and abuse. • Support the preparation and submission of regulatory filings, ensuring accuracy, completeness, and timeliness. • Assist and support advocacy and government relations matters on behalf of the organization

• Overseeing and ensuring the accuracy, consistency, and reliability of client-submitted data • Collaborating with internal and external stakeholders to uphold data quality standards • Address discrepancies and support strategic decision-making through precise and dependable data insights • Supporting the clinical compliance team with WellSky’s Utilization Management and Compliance Program • Auditing and generating regulatory reports for CMS/Medicare, NCQA and Health Plan SLAs • Collecting and organizing performance metrics • Leading high-impact, cross-functional projects • Driving process improvement initiatives • Acting as a primary point of contact for escalated data issues • Developing training materials, onboarding guides, and operational workflow documents • Completing and successfully submitting CMS and compliance reports • Analyzing data for logical inconsistencies and correcting data discrepancies