• Serve as the lead developer for PS Cloud initiatives, guiding solution design, defining technical standards, and partnering with business stakeholders to translate requirements into scalable solutions. • Hands-on experience in Certinia PSA configuration in configuring project, milestones, resource scheduling, time/expense, billing, and revenue forecasting. • Experience with Salesforce Flows, user role, field level security, automation rules, and reporting dashboards. • Maintain and govern PSA system data, ensuring accuracy in project records, resource allocations, and time tracking. • Possesses deep, hands-on implementation and configuration of core Certinia PSA modules, including projects, milestones, resource requests, assignments, and timecards. Drive continuous improvement of our PSA solution. • Leverage deep knowledge of the PSA data model, object relationships, and end-to-end services processes to architect and implement effective solutions. • Stay current with Certinia platform releases and proactively recommend the adoption of new features (e.g., Workspaces, Work Planner, Intelligent Staffing, Forecasting). • Utilize strong debugging, problem-solving, and analytical skills to resolve technical issues and maintain platform health. • Act as the primary point of contact for PSA-related questions, escalations, enhancements, and training. • Partner closely with Professional Services, Customer Success, and RevOps leaders to translate strategic business goals into scalable technical solutions. • Support UAT and change management activities for features and processes implemented.

• Administer and optimize Salesforce across Sales Cloud, Service Cloud, and Field Service (configuration, automation, data model, security) • Own security fundamentals: roles, sharing, permission sets, access reviews, and least-privilege design • Build and maintain scalable automation using Flow (and partner on LWC/Apex where appropriate), with disciplined testing and limit awareness • Manage the release lifecycle: sandbox strategy, regression testing, deployment coordination, and user communications • Diagnose and coordinate resolution for integration/data sync issues; create monitoring/reporting to detect problems early • Deliver analytics: report types, folder sharing strategy, dashboards, and self-service reporting patterns aligned to stakeholder needs • Drive adoption through enablement: in-app guidance, training assets, and change management aligned to global teams

• Coordinates loan closings with title companies and real estate agencies • Ensuring documents returned from applicable agencies are complete and accurate • Significant understanding of loan documentation, credit policy, and banking regulation • Coordinate the preparation of required loan documentation • Effective file maintenance to resolve exceptions • Work closely with banker, lender, and portfolio manager to assist in collecting financial data • Monitor reports such as past due loans • Review all loan packages including proper approval authority and documentation

• Book and invoice CSP service agreements for our centralized vertical market accounts • Document and track booking and invoicing details for the above CSP accounts • Analyze payment details and communicate the correct payment applications to our Cash applications, branch and collections teams • Collaborate with internal stakeholders, such as Program Managers, Collections, Sales to resolve issues • Attend customer meetings, both internal and external, as needed. • Perform other duties and responsibilities as requested or required.