• Answer incoming patient calls and provide friendly, helpful support • Assist patients with scheduling and follow-up appointments • Ensure patients feel heard, supported, and cared for in every interaction • File and manage patient labs • Schedule follow-ups and manage appointment calendars • Maintain accurate records in our EMR system (Cerbo) • Manage and update patient information in ActiveCampaign • Track marketing sources and patient inquiries • Manage and communicate with a waitlist of 600+ prospective patients • Help maintain smooth daily operations so providers can focus on patient care • Support a full-time schedule including Mondays to help reduce high Tuesday call volumes

• Designing and optimizing operational architectures, systems, and data flows • Developing functional workflows, integration designs, and data conversion strategies across the various teams within a program • Translating business requirements into clear functional specifications and solution designs aligned with organizational goals • Supporting end-to-end SDLC activities, including requirements gathering, design, testing, defect resolution, and production stabilization • Troubleshooting and resolving complex operational issues across integrations, conversions, and other operational workflows • Executing and enhancing production operations and reporting workflows • Supporting the triaging and resolution of incidents for internal and external stakeholders • Building dashboards, metrics, and operational reporting using tools to provide transparency and inform leadership decisions • Collaborating with cross-functional technical, data, and business teams to ensure reliable, efficient, and compliant system performance • Supporting system releases, cutover readiness, data validations, and post-deployment stabilization activities

• Support workforce expansion efforts by strengthening outreach, recruitment strategy, and market analysis initiatives. • Identify, attract, and engage qualified healthcare contractors. • Conduct targeted outreach to healthcare professionals and contractor networks. • Develop and maintain a Healthcare Contractor Recruitment Guide. • Perform salary benchmarking and market analysis. • Develop and execute a recruitment strategy plan to meet current and projected needs. • Track key recruitment metrics and collaborate cross-functionally.

• Oversee the loan process from initial application to close of file • Partner with internal team members and external clients in qualifying and processing of loan files • Complete Verbal Verification of Employment on assigned loans within 10 days of closing • Order third party verifications such as appraisals, condo certs, title documents, flood certs, etc. • Review obtained loan packages for signatures, dates, notary stamps, etc. prior to giving funding authority • Partner with Loan Officer Assistant in retrieving, obtaining signatures and overnighting CEMA and CO-OP documents • Oversee pipeline management to ensure files are accurately and efficiently processed within organizational deadlines • Complete basic review of loan files to ensure necessary documentation and data fields in loan origination/processing system are complete and accurate • Assist in reconciling final ALTA statements • Process file once locked, submit to Underwriting for conditions and direct Loan Officer Assistants to properly order appropriate services for files • Provide Branch Manager with regular updates and reporting on branch pipeline status • Complete post consummation closing disclosures and issue refund checks • Act as the liaison between the branch and corporate underwriting operations • Work on special projects as necessary