• Review contracts between hospitals and insurance carriers, model claims data, and identify lost revenue • Contact responsible party for claim payment • Prepare and forward claim appeal letters with supporting documentation for denial overturn • Establish working relationships with individuals at insurance companies • Communicate with teammates and leadership to discuss and identify trends • Contact insurance companies via phone, email, and written appeal to recover dollars • Perform analysis on large data sets to identify underpayment and denial trends • Conduct research on current laws and regulations pertaining to hospital reimbursement methodology • Contribute to client decks and weekly reports to track progress of project goals and present to leadership • Strive to maintain a personal hourly rate by meeting project metrics and goals efficiently • Attend Privacy and Security Training as required by the HIPAA Awareness Program and comply with all guidelines, policies and procedures to assure sensitive or confidential information is protected in accordance with the HIPAA rules and regulations • Other duties as assigned • Train, mentor, and coach Healthcare Analyst teammates

• Review contracts between hospitals and insurance carriers, model claims data, and identify lost revenue • Contact responsible party for claim payment • Prepare and forward claim appeal letters with supporting documentation for denial overturn • Establish working relationships with individuals at insurance companies • Communicate with teammates and leadership to discuss and identify trends • Contact insurance companies via phone, email, and written appeal to recover dollars • Perform analysis on large data sets to identify underpayment and denial trends • Conduct research on current laws and regulations pertaining to hospital reimbursement methodology • Contribute to client decks and weekly reports to track progress of project goals and present to leadership • Strive to maintain a personal hourly rate by meeting project metrics and goals efficiently • Attend Privacy and Security Training as required by the HIPAA Awareness Program and comply with all guidelines, policies and procedures to assure sensitive or confidential information is protected in accordance with the HIPAA rules and regulations • Other duties as assigned

• Review new loan applications for completeness, accuracy, and regulatory readiness • Accurately input loan data into the Loan Origination System (LOS) to initiate the loan lifecycle • Validate borrower, property, and loan terms prior to disclosure issuance • Prepare and issue initial loan disclosures, including Loan Estimate, Truth-in-Lending, and related TRID-required documents • Ensure disclosures are delivered within required regulatory timelines • Execute post-disclosure revisions and re-disclosures when changes occur • Identify, escalate, and document potential compliance risks tied to loan setup or disclosure errors • Collaborate closely with Loan Officers, Processors, and Underwriters to resolve missing or conflicting information • Respond to internal inquiries related to disclosure requirements and setup standards • Maintain organized documentation and audit-ready disclosure records • Stay current on regulatory changes, investor guidelines, and disclosure requirements • Support process improvements that enhance accuracy, efficiency, and borrower experience • Contribute to standardized workflows and quality control initiatives

• Daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for underwriting/loan scenario-based questions and communication • Review and respond to general underwriting scenarios • Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines • Analyze various underwriting scenarios and suggest potential alternate options with different investors • Review and analyze complex income documentation, including personal and business tax return and provide calculations to be used for qualifying • Create technical documentation, system documentation, “how to” guides, FAQ’s and self-help references • Track tasks, activities, and time spent within the ticketing system and meet expected turn-times • Participate in Underwriting Department, Regional and Sales calls, lead calls as necessary • Assist with training sales or processing staff in areas where additional guidance is needed • Collaborate amongst team members and other departments • Maintain essential underwriting knowledge • Maintain all UW designations, as applicable