• Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily. • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings. • Deliver exceptional experience by providing clear, consistent updates throughout the loan lifecycle not only with borrowers but internal teammates & departments. • Guide clients through the investment readiness process, including gathering financials, property details, and business plans. • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process. • Complete company-provided sizing tools to structure loans in accordance with internal guidelines for an expedited closing. • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options. • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion. • Submit 1–2 qualified loan deals into processing each week with all required documentation. • Maintain full ownership of your sales pipeline, ensuring timely progression from origination to close. • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment. • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders. • Collaborate on process improvements that support speed, scalability, and service excellence.

• Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily. • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings. • Deliver exceptional experience by providing clear, consistent updates throughout the loan lifecycle not only with borrowers but internal teammates & departments. • Guide clients through the investment readiness process, including gathering financials, property details, and business plans. • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process. • Complete company-provided sizing tools to structure loans in accordance with internal guidelines for an expedited closing. • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options. • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion. • Submit 1–2 qualified loan deals into processing each week with all required documentation. • Maintain full ownership of your sales pipeline, ensuring timely progression from origination to close. • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment. • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders. • Collaborate on process improvements that support speed, scalability, and service excellence.

• Maximize sales of all luxury brands and product categories in the geographic territory including fabric, wall covering and furniture. • Strategically establish, develop, and grow existing and new business in the residential market. • Analyze the territory and identify growth opportunities for existing and new accounts. • Maintain thorough and up-to-date knowledge of all product categories, including pricing, industry competition and trends. • Prepare comprehensive proposals specific to the client-customer needs for successful closure. • Leverage the Schumacher sales and reporting tools to manage client order status and increase territory sales. • Always provide the best possible customer service while enhancing the Schumacher mission to offer the highest quality product and service standards in the luxury market. • Present line shows to clients in an exciting, well thought out fashion tailored to their own needs and style.

• Initiate outbound calls to eligible family caregivers to introduce Ceresti’s Caregiver Support Program. • Conduct thoughtful, respectful conversations that assess caregiver needs and readiness. • Clearly explain the program’s purpose, benefits, and expectations in caregiver-friendly language. • Balance empathy with confidence to guide caregivers toward informed enrollment decisions. • Secure caregiver agreement to enroll and guide them through next steps. • Accurately document all interactions, outcomes, and notes in Ceresti’s CRM and enrollment systems. • Manage assigned leads and follow-up queues to ensure timely outreach and resolution. • Maintain compliance with HIPAA and internal privacy standards. • Participate in team huddles, training sessions, and performance reviews.