• Manage and lead Connor Group systems & NetSuite related projects, including new implementations, enhancements, integrations, and other special projects • Ensure projects’ accomplishment of desired scope, timeline and quality and follow Connor Group defined best practices and approaches • Project manage NetSuite projects across all phases, including scoping, planning, resource scheduling, risk management, stakeholder management and cross functional collaboration • Demonstrate good functional knowledge of NetSuite and ability to analyze the effectiveness of business operations and identify opportunities for improvement • Drive process improvement initiatives, by working with the client and Connor Group teams to articulate the problem statement, analyze processes/data, identify solutions and alternatives and coordinate alignment • Provide on-the-job training, coaching, and mentoring to project team members • Participate in client business development activities including client meetings, preparation of proposals, statements of work and development of project estimates

• Oversee daily operational execution performed by third-party sub-servicers. • Monitor billing cycles, statement production, interest accrual calculations, minimum payment logic, and fee assessments. • Validate payment application processes, refunds, adjustments, and exception handling. • Monitor delinquency management, charge-offs, recoveries, and lifecycle events. • Ensure operational execution aligns with regulatory and investor requirements. • Develop deep understanding of the GoodLeap HELOC product structure, system configuration, and servicing workflows. • Serve as servicing lead for product updates, enhancements, and new feature implementation. • Translate business requests into clear operational requirements for the sub-servicer. • Manage execution of servicing-related product changes including testing, validation, and deployment. • Ensure alignment between Product, Technology, Compliance, and the sub-servicer during change implementation. • Monitor vendor performance against defined SLAs, KPIs, and contractual obligations. • Conduct recurring operational and performance reviews with servicing partners. • Lead root cause analysis and remediation planning for servicing defects or compliance gaps. • Ensure vendor processes align with internal control standards and audit requirements. • Oversee compliance with applicable regulations including Reg X, Reg Z, FCRA, FDCPA (as applicable), and UDAAP. • Support internal audits, regulatory exams, and investor reviews. • Conduct targeted file reviews and transaction testing to validate servicing accuracy. • Partner with Compliance and Risk teams to address findings and implement corrective actions. • Reconcile internal portfolio data to servicer source system reporting. • Review investor reporting inputs and outputs for completeness and accuracy. • Monitor credit bureau reporting (Metro 2) and dispute resolution processes. • Identify emerging operational or regulatory risks and escalate material issues appropriately.

• Collaborates effectively with technical staff and project managers to ensure successful preparation of project schedules, scopes, and objectives. • Applies technical experience to assist with the development of cost estimates and the formulation of project budgets. • May allocate potential resources and assign individual assignments on smaller portions of a project, ensuring technical capabilities and expertise align with project objectives. • Provides high-level technical guidance and support to solve drilling complexities and maintain progress on drilling assignments. • Tracks project completion by monitoring schedule, resource utilization, and expenses. • Attends project meetings to develop client relationships and review project performance. • Promotes efficiencies in producing quality work and identifies opportunities for improvement among technical processes. • Documents all project deliverables and maintains records including correspondence, drilling plans, and other project related files. • May mentor and provide technical guidance to less experienced staff. • May be required to work in all types of terrain and weather conditions and on project sites in various stages of construction.

• Assist with management of the Quality Audit team including monitoring key metrics relating to productivity and staff utilization. • Oversee and/or provide education to coders and auditors as needed based on internal audit findings including identification of trends to improve coder and auditor quality. • Work collaboratively with Client Success Managers and Staffing Success Managers to identify the performance needs of coders and auditors to increase quality and productivity performance levels. • Evaluate education and internal technology to foster increased efficiency and optimized resource utilization surrounding compliance and focused quality audits. • Collaborate with the Sales team to identify growth opportunities related to UASI’s Learning Management System and/or client education needs. • Leverage professional network and demonstrate expertise through market facing activities including professional organizations, speaking, or serving as a UASI Ambassador. • Support Sales team through creating Statement of Work descriptions and driving on-going business expansion related to UASI’s Education Tools including new service offerings, bootcamps, and compliance packages. • Manage the execution of UASI internal training programs for all coding types specifically professional fee and physician coding, CDI, and Denials Management. • Collaborate with organizational leadership to identify training needs and design/deliver programs to meet those needs.