• Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards. • Review and process loan advances for pre-development, development, construction, and revolving credit facilities. Coordinate with third-party vendors, clients, and internal teams to ensure all disbursements are accurate, in compliance, and completed in a timely manner. • Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio by reviewing financial statements, covenant compliance, and production reports. • Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience • Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance. • Coordinate and collaborate with internal and external auditors, regulatory agencies, and SBA/USDA representatives by providing required documentation, responding to inquiries, and supporting timely and accurate audit and review processes. • Prepare quarterly and annual portfolio reviews and present key findings, trends, and risk assessments to Pathward’s credit and executive leadership teams. • Structure and underwrite changes to existing deals for management • Other duties as assigned.

• Prospect new clients • Conduct sales visits • Negotiate contracts • Ensure customer satisfaction

• Identify, develop, and manage international sales channels, including distributors, resellers, and system integrators, while building long-term strategic partnerships • Proactively screen and evaluate new business opportunities, markets, and customer segments to expand the global footprint of the Ultra Pure Water business • Plan, lead, and close complex commercial and technical negotiations with customers, partners, and key stakeholders • Present the full portfolio of Ultra Pure Water treatment systems and solutions to international customers while ensuring a clear understanding of customer needs, technical requirements, and business expectations • Develop and implement targeted sales and marketing initiatives in close collaboration with internal departments to achieve revenue, profitability, and market growth targets • Prepare technical, solution-oriented standard and project quotations in close coordination with engineering, product management, and other specialist departments through to successful order closure • Manage and coordinate the complete sales cycle for international project business, from opportunity identification to final contract award • Prepare regular short- and mid-term sales forecasts, pipeline analyses, and revenue projections to support strategic business planning • Monitor international market developments, competitive activities, and customer trends to derive proactive business measures and sustainable growth strategies • Collaborate cross-functionally with internal teams to ensure a professional customer experience and successful project execution

• Responsible for the sales of consumable and diagnostic lab supplies and instrumentation within a defined territory. • Maintain effective customer relations, develop opportunities for growth within an existing customer base, and assure market penetration and profitability. • Achieve sales and profit forecasts. • Lead territory to ensure effective customer relations with physicians, hospitals, lab contacts, retail contacts, and other ancillary medical professionals within assigned territory. • Use available resources to meet customer needs and work effectively with cross-functional teams. • Manage the strategic direction for the territory; develop sales strategies to meet plans and expand business. • Maintain a pipeline of opportunities to meet or exceed sales objectives. • Perform sales calls and vendor relations with all customers and potential customers. • Stay aware of competitor and industry activity and keep informed of new products/services.