Role Description The Wholesale Client Advocate is willing to compromise in the pursuit of excellence and wants to help shape the future of lending. This position requires top performing sales/client support that provides an exceptional client experience and thereby influences continued production and market share growth. The Wholesale Client Advocate will become an industry subject matter expert that possesses strong operations acumen and is technology minded. - Works with Sales and Operations leadership to escalate issues, facilitate transparent communication and provide winning solutions for clients. - Applies calm and confidence based problem-solving techniques to successfully address and resolve issues for both internal/external clients to continuously improve processes and provide a competitive advantage through customer intimacy and operational excellence. - Builds strong interpersonal relationships with the Production Team, Operational Associates & Clients to create a collaborative working environment, maintain high morale & foster retention among all parties. - Serves as subject matter expert on Cardinal Financial policies, procedures, products and technology. - Establishes and promotes constructive feedback from clients and shares with Account Executive’s and Sales Leadership to help them identify sales opportunities or process efficiency ideas. - Shares ideas and best practices for success; serves as a peer mentor when called upon. - Demonstrates a sincere sense of empathy for the client’s needs; owns problems until they are resolved. - Provides World Class service through highly disciplined follow up and guidance to our Sales Team and Clients. - Establishes, maintains and promotes open communication with both Internal and External Clients to identify areas of sales opportunity and/or process. - Manages multiple projects with the ability to prioritize seamlessly, with strong attention to detail and deadlines. - Accountable for always doing the right thing for customers and colleagues, and ensures that personal actions and behaviors drive a positive culture for Cardinal teammates as well as a positive customer experience. - Supports and models the culture of Cardinal Financial. Qualifications - High school diploma or GED is required. - 2+ years experience in mortgage banking is required. - Working knowledge in all industry guidelines and policies (GSE’s, Regulatory & all related Compliance). - Proficiency with technological solutions including but not limited to LOS, Pricing Engines, and Agency Underwriting Engines. - Exceptional phone skills; articulate delivery and ability to build rapport quickly. - Excellent interpersonal, verbal and written communication skills. - Effective, resourceful and predisposed to action. - Skilled problem solver & decision maker with proven ability to think creatively and seek optimal solutions for all stakeholders. - Detail driven, highly responsive with a strong initiative and drive. - Energetic, hardworking and leads by example. - Ability to manage multiple priorities, tasks and work under pressure. - Ability to build and maintain effective business relationships, both internal and external. - Ability to identify areas for continuous improvement and make recommendations. - Ability to adapt well to change. - Accountable work ethic with proactive self-starter discipline and the desire to get better every day. - Innovative Mindset. Flexibility and willingness to accept new ideas, concepts, processes, and technology. - Desire to Win / Competitive Spirit. - Leader in Positive Attitude & Energetic / Contagious Enthusiasm. - Problem Solving Skills / Conflict Resolution; Passion for Client Service a must. - Well Organized / Accountable to Results. - Resourceful and dependable. - Third Party Origination experience a plus. - Proficiency in Google Docs helpful. Benefits - Strength, Stability, and Vision. - Great compensation package. - Opportunity for career growth. - A commitment to be a relevant market leader - we are aiming for the top! - Octane, our engineered proprietary technology that is transforming the mortgage industry. - An empowered culture where your ideas are important and your voice matters. - Great benefits package and 401K w/ 50% match up to a maximum employee contribution of 5%- Beginning the 1st of the month following 30-days of employment.

Role Description At VetClaims.AI, Veteran Advocates serve as trusted guides for veterans navigating the VA claims process. This role is centered on education, support, and advocacy — ensuring veterans understand their benefits, feel heard, and remain supported throughout their journey. This is a high call volume, veteran-facing role requiring empathy, organization, and the ability to communicate complex information clearly. Veteran Advocates work closely with internal teams to ensure every veteran receives accurate guidance and consistent follow-through. Qualifications - Veteran or deeply connected to the veteran community - Comfortable in a high-volume call environment - Empathetic, patient, and veteran-first in every interaction - Clear communicator who can explain complex systems simply - Organized, reliable, and detail-oriented - Operates with integrity and accountability Requirements - Experience in customer support, advocacy, case management, or call center roles - Ability to manage high volumes of inbound and outbound calls - Proficiency using CRM systems to document interactions accurately and in real time - Strong written and verbal communication skills - Ability to work independently in a remote setting Benefits - Mission-driven work supporting veterans nationwide - Fully remote role with structured daytime hours - Technology that reduces administrative burden - Collaborative, values-based team culture - Career growth without sales pressure - $40,000-$45,000 base salary (inflation adjusted annually) - Performance-based growth opportunities - No sales quotas or commission requirements

• Manage a high-volume portfolio of long-tail customer accounts using a scaled engagement model • Execute proactive outreach programs, including newsletters, in-product messaging, and lifecycle email campaigns • Ensure customers receive relevant technical and educational resources aligned to onboarding, training, adoption milestones, and renewal timelines • Maintain full ownership of CRM data accuracy, keeping account status, contacts, and health indicators up to date • Monitor product usage, engagement signals, and health indicators to identify potential expansion or upsell opportunities • Route qualified leads to Customer Success Managers (CSMs) or leadership using defined workflows and tools • Provide supporting documentation and account insights to assist with larger renewals or commercial conver

• Assists transportation providers with questions and concerns related to transportation services. • Schedules, modifies, and cancels reservations as needed. • Documents and obtains details of complaints or incidents filed by providers. • Receives and records provider concerns accurately and efficiently. • Ensures complete and accurate trip data input. • Refers unresolved transportation provider or member grievances to the appropriate department for resolution. • Supports documentation of trip corrections, mileage or cost adjustments, cancellations, and retroactive trip entries in line with company policies. • Answers incoming calls on the Transportation Provider call line. • Participates in required meetings and contributes to other projects or duties as assigned.