SUMMARY: While the primary focus of the SIU Specialist is the development and management of vendor‑conducted SIU investigations, this position is primarily responsible for managing surveillance and other investigations for California claims while also coordinating investigation‑related processes to service the brand book of business. A high level of knowledge of California laws, regulations, and Department of Insurance (CDI) requirements required to ensure all investigative activity is legally compliant. The position will handle individual and multi‑case investigations while building the SIU capabilities for the brand. This includes the SIU referral process, monitoring external investigation vendors, and providing direction for additional investigation opportunities. This position is responsible for fraud investigations, California‑specific SIU compliance and annual regulatory reporting, anti‑fraud training, and SIU quality assurance. The SIU Specialist examines reports, reviews video, and invoices for accuracy. Additional responsibilities include development, oversight, and implementation of medical provider fraud investigations. The position requires the ability to conduct investigations and vendors manage field investigations as needed. The SIU Specialist is responsible for internal and external education regarding the Company’s SIU capabilities and effectiveness, including training and mentoring teammates. RESPONSIBILITIES / TASKS: - Ensures appropriate vendor management occurs to support the brand’s business needs. - Communicates and collaborates with all brand departments and teams impacted by investigative activity. - Analyze intelligence information and make determinations for further investigation utilizing available resources. - Conducts computer (desk investigations) and manage vendor field investigations. - Develops, produces, and maintains medical provider investigations. - Develop and implement quality improvement and process changes to achieve greater efficiencies in the SIU Department. - Develops and maintains relationships with investigations vendors. - Assists in developing the SIU annual budget, monitors budget activity, and identifies discrepancies; research causes and recommends remediation. Research the causes of discrepancies and makes recommendations for remediation, as necessary. - Direct, communicates, assigns, and manages work referred to investigation’s vendors. - Consistently monitors workflows to maximize efficiency while maintaining acceptable service levels and customer satisfaction. - Monitor vendor performance standards and service levels may make recommendations for metrics used to measure vendor performance. - Analyzes fraud trends and completes comprehensive and detailed reports. - Reconciles vendor billing and follow up with accounts payable/vendors regarding vendor accounting issues. - Prepares and supports annual SIU compliance activities, including California Department of Insurance reporting and audits. - Evaluates training needs and designs and develops training modules, materials, and evaluations related to fraud for internal and external customers as needed. - Maintains up‑to‑date technical knowledge of investigative core functions and California regulatory changes. - Deliver presentations as needed. - Use independent judgment in all areas of responsibility while considering department and division priorities. - Coordinates with enterprise companies in the development and management of SIU. - Additional duties as assigned. This position description identifies the responsibilities and tasks typically associated with the performance of the job. Other relevant essential functions may be required. EMPLOYMENT QUALIFICATIONS: EDUCATION OR EQUIVALENT EXPERIENCE: Bachelor’s degree in business, criminal justice, law enforcement, insurance, or related field of education required. Knowledge of insurance fraud and other relevant civil and criminal laws is preferred. An equivalent combination of education and experience may be considered in lieu of degree, preference given to degree. Continuous learning required, as defined by the Company’s learning philosophy. Certification, or progress toward, highly preferred and encouraged. EXPERIENCE: With proper education credentials, minimum of seven years of law enforcement and/or insurance claims investigations is required. Workers’ compensation experience and/or experience in a property/casualty insurance organization preferred. SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED: - Strong interpersonal and superior communication skills, including verbal and professional writing, report preparations, and presentations. - Demonstrated leadership abilities. - Strong knowledge of laws, regulations, and compliance requirements related to insurance. - Demonstrated technical knowledge of insurance administration, claims management, or relevant insurance expertise. - Strong background in word processing, spreadsheets, and graphics programs required with knowledge of Microsoft applications preferred. - Ability to analyze and interpret documents for accuracy in reference to technical, legal, and financial information. - Ability to effectively exchange information clearly and concisely, present ideas, report facts, and other information, and respond to questions as appropriate, both in oral and written communications. - Ability to quickly make decisions and comprehend the consequences of various problem situations and take appropriate actions and/or refer problems for necessary decision making. - Ability to organize and prioritize multiple assignments. - Ability to maintain confidentiality, - Ability to perform other assignments at locations outside the office. - Ability to work with minimal supervision. WORKING CONDITIONS: Work performed in an office setting with no unusual hazards and/or remotely. Minimal travel required. Must possess a valid driver’s license with a record that meets corporate standards. Work may be needed during different hours throughout the day, and occasionally, weekend shifts might be necessary. PAY RANGE: Actual compensation decision relies on the consideration of internal equity, candidate’s skills and professional experience, geographic location, market, and other potential factors. It is not the standard practice for an offer to be at or near the top of the range, and therefore a reasonable estimate for this role is between $73,600 and $123,200. The qualifications listed above are intended to represent the minimum education, experience, skills, knowledge, and ability levels associated with performing the duties and responsibilities contained in this job description. We are an Equal Opportunity Employer. We will not tolerate discrimination or harassment in any form. Candidates for the position stated above are hired on an "at will" basis. Nothing herein is intended to create a contract. #LI-CD1 #AFG

About the Company Valon is transforming both mortgage servicing and consumer direct lending with a technology-first approach. Backed by Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care. By unifying processes into a modern, AI-native operating system, we’re leading the way in automation, compliance, and continuous improvement across our servicing and lending businesses. Our mission is to empower every homeowner by making the mortgage experience simple, secure, and financially empowering. To achieve this, we bring together world-class engineers, servicing experts, lending professionals, and operations leaders who share a passion for improving the homeowner journey. We’re not only reshaping what servicing and lending look like today—we’re creating opportunities for talented people to help drive the future of the industry. As we continue to grow, Valon is expanding its footprint across multiple states, opening the door to exciting new roles and career paths. Joining Valon means becoming part of a fast-scaling company where innovation, collaboration, and customer impact go hand in hand. Mortgage is just the beginning—we’re building the future of regulated finance, and we want you to be part of it. Client Experience at Valon The Client Experience team is a group of organized and altruistic individuals who provide exceptional customer service to our homeowners. Whether they take ownership of collections, provide guidance to questions, or solve customer issues in real-time, the team acts as the bridge between Valon Mortgage and our customers. Equipped with extensive knowledge of the mortgage industry, each member prides themself on driving Valon’s mission of championing homeownership. About the Role The Resolutions Loan Document Specialist is responsible for the accurate, timely, and compliant processing of loan-related documentation within a mortgage servicing environment. This role supports borrower requests, internal operations, and regulatory requirements by ensuring all document-related tasks are completed within established service level agreements (SLAs). Responsibilities - Process and manage incoming digital mail, including routing to appropriate departments - Generate and deliver payoff statements to our homeowners. - Fulfill document requests such as payment histories, amortization schedules, and other loan-related records - Research and retrieve missing or historical loan documentation, including prior servicer records when applicable - Process borrower and third-party requests (e.g., authorizations, escrow waivers, and opt-out requests) - Ensure all work is completed accurately and within defined SLAs - Maintain compliance with company policies, investor guidelines, and regulatory requirements - Collaborate with internal teams to resolve document-related inquiries and issues Minimum Expectations - Meet or exceed established service level agreements (SLAs) for all assigned tasks - Maintain high levels of accuracy and quality in document processing - Manage workload effectively to prevent backlogs - Meet productivity and quality benchmarks as defined by management - High school diploma or equivalent required; associate or bachelor’s degree preferred - Knowledge of mortgage loan documents and servicing processes is a plus - Strong attention to detail and organizational skills - Ability to manage multiple priorities and meet deadlines in a fast-paced environment - Proficiency in Microsoft Office and document management systems - 1–3 years of experience in mortgage servicing, banking operations, or document processing preferred Benefits - Compensation: competitive salary and 401 (k) plan - Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits - Food & meals: in-office snacks and drinks, and Bagel Fridays - Commuter benefits: We offer pre-tax deductions for public transportation, rideshare services, and parking expenses to make your commute more affordable and convenient. - Grow together: Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback - Generous time off: 17 days paid time off, sick days, and 11 company holidays - Baby bonding time!: 12 weeks off for both birthing and non-birthing parents - fully paid, so you can focus your energy on your newest addition Throughout the interview process, please remember that emails will only be from valon.com email addresses. We will never ask for any personally identifiable information during the interview process itself. Please reach out to talent@valon.com if you have any requests to verify the authenticity of an outreach. Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Valon makes hiring decisions based solely on qualifications, merit, and business needs at the time.

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future. What You’ll Be Doing - Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation. - Client Engagement: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions. - Contribution Enhancement: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up. - Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations. - Client Education: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security. - Rollover Solutions: Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s) - Data Analysis: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions. - Reporting: Track and report on key performance metrics related to client contributions and re-engagement efforts. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary for this position is $60,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring - Bachelor’s degree in Finance, Business, or a related field. - Series 6, 63, life, health and variable required. - Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry. - Proven experience in financial services, particularly in retirement planning or sales support. - Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors. - Excellent problem-solving skills and a proactive approach to client engagement. - Ability to analyze data and develop strategic plans to increase client contributions. - Knowledge of retirement plans, contribution strategies, and financial products. - High level of professionalism and a client-focused mindset. - Flexible remote - Occasional travel may be required for client meetings or branch visits Preferred Qualifications - Relevant certifications (e.g., Series 7, Series 66) preferred but not required. Skills Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. #LI-Remote About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Renewal and Expansion Specialist (LATAM, Remote) About Whippy Whippy is a fast-growing AI communication platform helping some of the largest staffing and workforce companies in the United States replace manual workflows with intelligent AI agents across voice, SMS, chat, and automation. We are at $6M ARR, bootstrapped, and scaling fast. Read this before applying. This is NOT a billing admin role. It is NOT a renewals processing role. It is NOT a call center role. This is a commercial specialist seat that owns every dollars-and-contracts conversation across our existing customer base. You will be on live Zoom calls with customers discussing pricing, overages, upgrades, and contract terms daily. If you cannot do proration math live on a call while holding a conversation, this role is not for you. About This Role At Whippy, our Customer Success Managers are technical operators. They configure AI agents, build workflows, and drive adoption. They do not run commercial conversations. That is your job. You own the full commercial surface area on our existing customer base. Renewals, upgrades, downgrades, expansions, proration math, contract creation, Stripe billing issues, and MSA paperwork. You take the call when a CSM flags an account for a commercial conversation. You plant seeds for cross-sell during renewal calls and hand warm opportunities to the sales team. You are not hunting new logos and you are not processing paperwork after someone else closes. You are the person on the call, doing the math, proposing the structure, and getting it signed. This role requires commercial instinct, contract literacy, composure under pressure, and the ability to reason through numbers in real time. Candidates who panic when a customer is frustrated, who cannot do contract math live, or whose default is to escalate will not succeed here. What You Will Do - Run commercial calls with existing customers including renewals, upgrades, downgrades, expansions, and billing conversations - Do contract math live on customer calls including proration, package comparisons, overage analysis, and credit reconciliation - Draft and send contracts for existing customers including amendments, renewals, and supersession agreements with prorated credits - Own Stripe-related billing issues for existing accounts including invoice disputes, subscription changes, refunds, and payment method updates - Partner with CSMs on account health signals and take the call when they flag an account for a commercial conversation - Plant seeds for cross-sell and new products during renewal calls and hand qualified opportunities to the sales team - Maintain accurate records of contract terms, renewal dates, and commercial commitments across the customer base What We Are Looking For - Real direct customer-facing commercial experience, you have negotiated renewals, upgrades, or contract terms with customers personally, not just processed paperwork after someone else closed - Ability to do proration and package comparison math live on a call without freezing or going silent - Composure under pressure, customers on these calls are often frustrated and you must absorb that, stay calm, propose something fair, and close the conversation cleanly - Contract and billing fluency, you have drafted or amended real contracts and understand proration, credits, term resets, and supersession - Experience with Stripe or a similar billing platform - Strong written English, every commercial call ends in a follow-up email that summarizes terms and sends the contract - Ambition to grow into a broader commercial or revenue operations role over time Not a Fit If you have only worked in billing operations, accounts receivable, or scripted support without direct customer-facing commercial conversations, do not apply. If your most recent role was at a BPO or call center, do not apply. If you are a hunter looking to close new logos, this is not that role. Location Open to candidates anywhere in Latin America. Candidates based in Buenos Aires, Argentina are strongly preferred as we have a WeWork office in Vicente Lopez. EST hours required. Full English fluency required. Compensation Competitive compensation based on experience, including monthly performance bonuses tied to net revenue retention and expansion, WeWork membership, and more.