• Review and analyze title searches to identify curative issues, including unreleased liens, judgments, vesting discrepancies, and other title defects. • Pull and review public records and documents from county recorder and court systems (e.g., deeds, plats, mortgage releases, probate records). • Research and resolve title issues by coordinating with lenders, prior title agents, municipalities, underwriters, and property owners. • Prepare deeds, affidavits, correction documents, and state-specific deed transmittal forms. • Order, review, and approve deeds and supporting documents from title partners and vendors. • Review and approve surveys and underwrite applicable endorsements. • Ensure all work complies with underwriting guidelines, state-specific regulations, and client-specific requirements regarding timelines, coverage, and documentation. • Request, track, and follow up on payoff statements, subordination agreements, and lien releases through online platforms or direct outreach. • Maintain accurate and organized file documentation; update internal systems with status changes, notes, and resolution details. • Prepare title reports and review clearance documentation, including divorce records, probate documents, trusts, POAs, and corporate entity documents. • Communicate requirements for what must be paid, signed, or recorded at closing. • Communicate daily with internal and external customers to provide updates, feedback, and progress on assigned files. • Collaborate with curative leads, escrow officers, underwriters, and other cross-functional partners to clear files for closing. • Maintain clear, professional communication regarding feedback, file progress, and results. • Self-manage daily workload to ensure timely completion of all tasks and adherence to internal SLAs and customer expectations.

• Support the development and ongoing improvement of budgeting, forecasting, and financial modeling processes, with a focus on accuracy, efficiency, and business impact. • Oversee Financial Analysts and external consulting resources, as needed. • Own and maintain financial models for business units, projects, and new initiatives, including scenario and sensitivity analysis. • Partner with Corporate Development, Project Development, Operations, and other stakeholders to support planning and decision-making. • Prepare and present monthly and quarterly financial reporting packages for departments and business units. • Support company-wide financial planning, budgeting, and forecasting processes, including materials used for leadership and Board reporting. • Perform detailed variance analysis and communicate key drivers and trends. • Develop, track, and analyze Key Performance Indicators (KPIs). • Support the implementation and ongoing use of business intelligence tools, dashboards, and reporting automation, such as Vena, PowerBI and Tableau. • Recommend improvements to financial processes, reporting, and performance measurement. • Conduct market research and contribute to market and competitive intelligence. • Support special projects and ad hoc analyses as needed.

• Develop and maintain cash flow models and reporting weekly/ monthly & LT forecasting • Assist the VP, Finance with treasury, risk and insurance function as needed • Alignment and execution of budgeting process and cash flows • Work closely with operations team to support results analysis and accurate forecasting • Support and prepare financial planning, budgeting and forecasting • Prepare reporting from flux to quarterly filings • Responsible for quarterly impairment analysis • Assist the leadership team in the preparation of annual budget submissions to the Senior Leadership Team and Board • Assist with monthly general ledger account reconciliations • Maintain a strong internal control environment compliant with SOX • Support ongoing process improvement projects • Support special projects and ad hoc requests, as required • Work closely with leadership peers to propose and implement performance optimizations and scaling strategies.

• Prepare reporting packages for internal management and external investors; including in-depth analysis of Budget vs Actual, trending analysis, forward looking implications, and develop the overarching narrative of the business • Possess deep understanding of the client base and revenue of the business • Develop automation and own the data integrity and reporting of bookings, book of business, net retention, and revenue; both historical variance and forward looking forecasts • Coordinate with Accounting, RevOps and Customer Success to properly align new bookings and net retention reporting • Possess intimate knowledge of Salesforce.com and Netsuite data • Present and run internal monthly financial review meetings with senior management and external investors • Participate in the monthly close process; namely, month over month revenue review, departmental mapping, GL coding, and roll forward of the forecast • Perform ad-hoc research and analyses to support Sales, Customer Success, Product & Development, and the C-Suite • Own the accuracy of commissions and quarterly bonus calculations • Conduct interviews and research to aid in the development of the annual budgets and rolling forecasts • Continually strive to improve and streamline processes and system configuration • Aid in the integration of acquisition financials and develop proforma reporting capabilities