• Responsible for inbound and outbound analyst requests • Respond quickly to company-wide requests, providing useful information in a timely manner for all requests while staying within analyst firms’ policies • Build and maintain strong working relationships with influential analysts covering Ensono • Summarize relevant analyst reports for global sales and marketing teams • Respond to requests for research from sales and marketing • Work with public relations agency to identify analysts to speak with reporters, be quoted in press releases and support pitches. • Develop outbound communication to analysts about Ensono including sharing Ensono news, managing analyst tours and briefing analysts about Ensono’s future/strategy. • Handling inbound analyst requests in a timely and effective manner including surveys, inquiries, and requests to speak with customers. • Working with internal Ensono constituents including marketing, sales and executives to seek analysts’ input on roadmap, strategy, pricing etc. • Working with global Ensono marketing team to use analysts strategically to support marketing efforts including speaking opportunities, report sponsorship for lead generation and webinar participation. • Writing and developing briefing docs, messaging docs, analyst tours, trade shows and events. The role will work with firms such as Gartner Group, IDC and Forrester Research. • Track and measure the effectiveness of analyst relations activities.

• Support external customers with analyzing current business processes, developing business requirements, documenting management processes, creating and maintain customers roadmaps to support go live activities and requirements traceability and mapping. • Provide Federal Financials subject matter expertise using Momentum Financials. • Requirements Elicitation: Collaborate with customers to facilitate structured discussions, refine business processes, and decompose complex requirements into Epics, Features, and actionable User Stories in a SAFe Agile environment. • Requirements Consolidation: Conduct reviews of existing requirements, artifacts and repositories and working with external customers to make needed updates. • Gap Analysis & Traceability: Map requirements to CGI’s Momentum Financials to determine which needs are met through configuration. Maintain the Requirements Traceability Matrix (RTM) and requirements from elicitation through testing and implementation. • Strategic Roadmapping: Assist in developing the Implementation Plan and Roadmap, identifying dependencies across system interfaces, data conversion, and federal reporting requirements. • Risk & Dependency Management: Proactively identify and log program risks. Perform Analysis of Alternatives (AoAs) for complex requirements and present recommendations to Requirements Lead in a format prepared for Executive Leadership.

• Monitor global technology trends in Solar modules, cells, wafers, Inverters, Battery storage systems, and Emerging renewable innovations • Translate technical advancements into commercial and market implications • Conduct structured research on Technology performance and reliability, Cost-performance trade-offs, and Innovation roadmaps • Develop comparative benchmarks of products and suppliers • Assess technical risks and bankability implications • Draft high-quality Technology reports, market intelligence publications, and briefings • Support recurring intelligence publications with technical commentary • Present findings clearly to both technical and non-technical stakeholders • Provide expert technical input in advisory engagements • Respond to client queries on technology trends and performance expectations • Support pre-sales teams in feasibility and solution development • Conduct webinars, training sessions, and industry presentations • Maintain structured technology datasets and ensure transparency and accuracy in assumptions • Improve internal workflows and analytical methodologies • Deliver technology analysis and publish market reports • Track project progress and maintain activity logs • Ensure high-quality, timely delivery aligned with industry standards • Uphold strict confidentiality and professional integrity

• Generate and review Initial Closing Disclosure (ICD) documents for accuracy and completeness in accordance with company policies and regulatory requirements. • Ensure that the ICD is sent to the borrower at least three business days prior to closing, adhering to TRID (TILA-RESPA Integrated Disclosure) regulations. • Review loan terms, fees, taxes, and other financial data to ensure they are accurately reflected in the ICD. • Cross-check all loan documentation to ensure alignment with underwriting conditions and customer information. • Identify and resolve any discrepancies in loan documentation prior to issuing the ICD. • Stay up to date with federal and state mortgage regulations (including TRID) to ensure all disclosures meet legal standards. • Maintain detailed records of all issued ICDs and monitor timelines to ensure compliance with the three-day disclosure rule. • Work closely with loan officers, underwriters, processors, and closing coordinators to ensure all necessary data is collected and accurately reflected in the ICD. • Communicate with the loan origination team to address any borrower questions or concerns regarding the closing disclosure. • Conduct quality control checks on all ICDs before submission to ensure there are no errors or omissions. • Report any issues or trends regarding ICD errors or compliance risks to management for further review.