• Provide administrative support in response to pharmacy remittance requests • Provide first tier escalation on research and resolutions to exceptions • Manage moderately complex remittance issues with VA providers and Medicaid subrogation providers • Correspond daily with providers and vendors regarding remittance and claim status research • Collaborate with IT, Manual Claims, Account Management, Pharma and Retail Relations • Work cross functionally in the resolution and communication of remittance issues • Identify and research chain affiliation errors • Data entry and QA of adjustments and EFT banking setup • Work with the Secure File Transfer Services (SFTS)/B2B teams • Identify issues with electronic 835 files and request recreation of data • Synchronize the setup of electronic ASCx12N 835 files • Resolve issues for corporate chains and independent pharmacies • Establish good working relationships with assigned electronic third-party vendors • Mentor/assist new employees with all aspects and QA work for accuracy • Compile monthly data of completed tasks for management review • Special projects as requested by management

• Be the main point of contact for all Finance on business initiatives that impact Finance. • Work closely with upstream teams on their business initiatives. • Partner with Finance and Product key stakeholders to identify and document financial impacts. • Map out finance processes in relation to projects, changes, and financial impacts. • Work with team to proactively identify potential risks/issues and document in RAID log. • Develop and document a monitoring plan for each project. • Review monthly metrics to ensure goals are met. • Conduct financial planning for function and make appropriate recommendations. • Facilitate cross-functional communication with other areas of the business.

Mission of the Role To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach, and scheduling qualified partnership meetings. This role fuels strategic alliances that drive long-term client referrals. Core Responsibilities Outbound Prospecting (Primary Function) - Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners - Identify firms serving families with high school–aged children - Navigate gatekeepers and decision-makers Conversation & Positioning - Lead with insights that resonate with advisors: - Rising college costs - Student debt impact on family wealth - Lack of career clarity in traditional planning - Clearly articulate Pathfinders’ differentiator: - We start with career outcomes first - Then align education + financial ROI Appointment Setting - Schedule introductory partnership meetings with Pathfinders leadership - Qualify advisors based on: - Client demographic fit - Interest in value-added services - Openness to collaboration CRM & Pipeline Management - Track all outreach activity - Maintain notes on conversations and follow-ups - Execute consistent follow-up cadence Key Performance Indicators (KPIs) - Calls per day/week - Conversations with qualified advisors - Meetings scheduled - Meeting show rate - Partnership conversions

• Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs • Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality. • Serve as a strategic partner to sales and senior leadership, offering expertise in credit negotiations and deal execution. • Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements. • Mentor junior credit professionals, providing training and leadership in credit risk best practices. • Proactively identifies and raises to senior leadership improvement areas in credit processes and procedures. • Uses independent judgement and discretion to make decisions regarding assigned portfolio.