• Design and manage comprehensive lifecycle management process and systems to support renewal sales cycles. This includes automated task assignment, risk controls, dashboard/workflow tooling in Salesforce and Gong that enable RAEs to transition from transactional to relational customer engagement. • Convert product telemetry, AI/ML signals, and health data into actionable risk indicators and prioritized tasks for the renewals team. • Develop reporting and analytics capabilities to monitor system effectiveness, user adoption, and business impact. Provide data-driven recommendations for process improvements. • Collaborate with Sales Operations, Finance, and technical teams to integrate renewal workflows with broader business processes and systems. • Partner with technical teams to implement Salesforce configurations, custom fields, workflows, and process automation. • Create training materials and enablement content to ensure successful adoption of new systems and processes.

• Reviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components have been provided by the lending officer for the documentation process • Manages the most complex transactions, requiring a high degree of autonomy and the ability to draw upon expertise and knowledge in the SBA documentation process • Accurately and quickly determines documentation requirements based on SBA SOP and Regions Credit Policy guidance • Creates and maintains the closing checklist • Trains and mentors more junior team members • Monitors Closing Team Portfolio for assignments and peer reviews • Coordinates and leads communications with the borrower, SBA Specialist, Assistants, internal staff, and closing attorneys • Sets up third party engagements commensurate with credit approval, including but not limited to attorneys, real estate and business appraisers, etc. • Identifies, requests, and reviews critical documents related to entity searches, UCC searches, flood determinations, construction financing, and other required supporting documentation and has authority to resolve key issues related to these pieces • Submits applications through the appropriate SBA systems (ETran and SBA One) for guaranty authorizations • Prepares various loan documents for closing • Prepares or coordinates the preparation of legal documents in response to issues discovered during the closing process to mitigate risks associated with SBA or Regions Program requirements • Confirms satisfaction of loan approval terms and equity requirements prior to closing • Ensures post-closing booking, funding, and title searches are properly administered and documented • Independently monitors loan packages throughout the process to identify potential risks related to the effective and efficient processing of the loan and to protect the Bank's interests • Maintains currency with SBA SOP requirements, procedures, and changes

• Monitor, track, and manage aging customer accounts to ensure timely resolution • Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc) • Analyze aging reports and identify trends or discrepancies • Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts • Develop and implement strategies to reduce outstanding timelines • Prepare regular reports and updates for senior management on pipeline status • Drive recommendations on partner offboarding and sales shutoff for problem partners • Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses • Investigate and resolve discrepancies related to invoices, payments, and account reconciliations • Assist partners with understanding financial statements, billing issues, and payment processes • Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations • Maintain accurate documentation of partner interactions and resolutions

• Provide strategic leadership for a key hub warehouse with the potential of additional regional warehouse sites, ensuring alignment with Exol’s goals and operational objectives. • Oversee the performance of operations managers and their respective teams, ensuring consistent and efficient operations across all locations. • Assume full responsibility for the P&L of site and/or multiple sites within the region. • Manage financial performance, including budgeting, cost control, and revenue growth, while ensuring the operational goals are met within financial targets. • Drive the execution of best practices in warehousing, logistics, and supply chain management across all locations. • Lead continuous improvement initiatives and ensure both conventional and automated operations meet productivity, quality, and sustainability goals. • Lead, mentor, and develop a team of operations managers and their direct reports across multiple locations. • Foster a culture of leadership, collaboration, and high performance across the regional team. • Develop and implement long-term operational strategies to improve performance, optimize resource allocation, and drive growth in alignment with Exol's national goals. • Collaborate with senior leadership on corporate strategies and initiatives. • Ensure adherence to all safety regulations and compliance standards across all sites. • Oversee vendor relationships and manage procurement for all sites, ensuring that the organization receives the best quality services and products at competitive prices. • Negotiate contracts and SLAs to optimize cost-effectiveness and operational efficiency. • Oversee the integration and optimization of automated systems and warehouse technologies to ensure operational efficiency and cost savings. • Build and maintain strong relationships with key clients. Ensure high levels of customer satisfaction by delivering exceptional service across all warehouse sites. • Regularly monitor and report on operational performance, financial results, and KPIs to the executive team. Utilize data and insights to make informed decisions, optimize site performance, and meet overall company objectives. • Lead the company’s efforts in sustainable logistics practices across all sites, ensuring that Exol remains at the forefront of environmentally responsible supply chain solutions.