• Support the design, administration, and continuous improvement of employee benefit and wellness programs by analyzing costs, regulatory requirements, market competitiveness, and employee engagement • Conduct benchmarking, research industry trends, monitor legislative developments, and assess potential impacts • Serve as a subject matter expert on health and welfare benefits, leave programs, and workplace health and safety policies, exercising discretion and delivering high-quality service to internal and external stakeholders • Develop and deliver clear, effective employee communications across multiple channels, including the company intranet, plan materials, onboarding, training sessions, and individual consultations, including onboarding and annual open enrollment • Plan and support audit controls through the collection, analysis, and reporting of benefit plan and program data and trends • Draft and maintain departmental procedures and documentation in accordance with compliance guidelines • Manage special projects such as data cleanup initiatives, system upgrades, vendor transitions, and data analysis • Provide support for team initiatives, including events and wellbeing programs, and track and report progress on assigned projects

• Responsible for reviewing property valuations to ensure compliance with federal/state law and Truist risk policy • Successfully use critical thinking and analytical skills to review collateral • Develop and maintain a strong understanding of Mortgage Lending products, policies, processes, and their collateral requirements • Obtain required collateral documentation per program requirements from internal clients, external clients, vendors, and third-party sources • Perform detailed review of all collateral documentation to ensure that loans meet portfolio and investor guidelines • Identify and determine next steps for collateral issues that have been escalated • Consistently communicate with other departments and sales to ensure pipeline metrics and quality guidelines are met • Adhere to all compliance regulations and controls • Develop and maintain positive working relationship with co-workers, internal and external clients, business partners and vendors • Cultivate relationships with peers as a peer mentor

• Has responsibility for administration of the entire contractual life-cycle of the Luminare Health Benefits Administrative Service Agreements (ASAs). • Manages relationship with Client Management contract owners to ensure contracts accurately reflect services and scope of work. • Works independently and communicates effectively with a broad range of internal stakeholders. • Provides feedback on ways to improve the efficiency of the contract management processes. • Assume leadership responsibility for creating, editing, reviewing, tracking and finalizing the Luminare Health Benefits, Inc. client service agreements and amendments. • Review and analyze contract requests submitted by Client Managers to ensure compliance with contractual requirements, and company policies. • Independently identify, research and resolve contract issues and recommend solutions. • Review and evaluate client requests for changes or revisions of contracts. Recommend and draft contractual provisions as needed. • Participate in contract review meetings with internal stakeholders and provide recommendations for contract modifications or amendments. • Track contract flow, renewals, termination dates and key contract milestones to provide management with updates and reports. • Develop knowledge of Luminare Health product offerings and serve as subject matter expert of contractual terms related to such products. • Responsible for creation and maintenance of documentation on the contract management processes, policy and procedures. • Ability to work with limited supervision and to effectively prioritize and coordinate work assignments to meet requirements and deadlines of the position. • Continuously look for ways to improve contract management processes, tools, systems, and reporting to maximize efficiency.

• Executes funds transfers of multiple types and varying complexity using multiple processing platforms with minimal supervision. • Initiates a subset of manual transactions, resolves routine exceptions, and/or provides secondary approval of initiated/repaired transactions. • Performs detailed financial reconciliation of processed transactions. • Performs initial investigation of reconciliation exceptions and handles execution of adjustments. • Monitors live transactions within multiple processing applications, follows standard policies and procedures to address exceptions. • Escalates appropriately when faced with an unresolved exception or impactful issue. • Ensures compliance with the control framework. • Identifies and reports potential conflicts with relevant regulations to the appropriate parties. • Participation in intermediate change management activities upon request (e.g. executing end-to-end operational regression user test scenarios).