• Provide professional credit advice to assist while navigating the multiple stages of the home buying journey • Support full end to end mortgage fulfillment leveraging Casper and Linx • Establish a regular contact strategy and diligently update systems • Deepen client relationships by guiding the client through the stages of the home buying journey • Use new and innovative tools such as video-enabled capabilities, screen share and advisor/client dashboards • Develop strong partner relationships to support mortgage referrals and application fulfillment • Keep up to date on relevant RBC policies and procedures

Role Description This is a remote position. We're a US-licensed brokerage and business development company partnering with high-producing agents ($5M–$25M annual sales) in the United States. We're launching a national TC service as a wedge product within our broader agent platform. We have the architecture, legal framework, software stack, and AI-assisted intake skill built. We need a seasoned TC professional to operationalize it — turn the blueprint into running daily workflows, train the first cohort of TCs, and oversee the first 30–60 days of live service. This is not a "do TC work" role. This is a "build the TC service" role. What You'll Do - Phase 1 — Build (Weeks 1–4) - Convert our six-stage SOP into live workflow templates in dotloop, SkySlope, TransactionDesk - Build state-specific document checklists (CA pilot first, then TX and FL) - Refine our 14-email + SMS template library based on real-world TC experience - Stress-test our Claude AI extraction skill against 20+ contracts - Build the Stage 1 Intake Specialist playbook - Validate our compliance framework — tell us what we got right and what's missing - Phase 2 — Hire & Train (Weeks 4–8) - Screen and interview offshore TC candidates - Lead training: SOP, email library, compliance test, communication scripts - Build the QC framework and broker-side compliance reports - Phase 3 — Oversee Live Service (Weeks 8–16) - Senior TC reviewer on every active file during pilot - Audit communications for compliance - Coach line TCs on edge cases in real time - Refine the SOP based on live-file learnings - Possible Phase 4 — Permanent TC Operations Lead role overseeing the team as we scale to 1000+ agent partners. Qualifications - 5+ years as a TC, 200+ files closed - Multi-state experience in CA (CAR), TX (TREC), or FL (FR/Bar) — at least one required, two+ ideal - Hands-on expert with dotloop, SkySlope, and TransactionDesk — able to build workflow templates from scratch - Deep familiarity with post-NAR-settlement compliance (buyer-broker agreements, MLS rule changes) - Strong grasp of unlicensed-assistant rules — what a TC can and cannot do, and how to train others to stay inside the line - English fluency, written and spoken - Experience training or supervising other TCs - Highspeed Internet from Residence Requirements - Strongly preferred: AI-assisted document extraction experience, offshore team management, Zoho/ClickUp/Trackxi, brokerage compliance background, GLBA/NPI handling knowledge. - Bonus: Active or inactive real estate license in CA/TX/FL. Familiarity with FREC enforcement or California's June 2025 DRE/DFPI Joint Advisory. What Makes This Role Different - Most infrastructure is documented and ready: 50+ page master blueprint, six-stage SOP, CA/TX/FL compliance framework, in-house counsel resource, Zoho orchestration layer, Claude AI extraction skill, encrypted document storage, business phone provisioning. - One major piece is still in build: the US-based AWS WorkSpaces virtual desktop layer that every TC (offshore or onshore) will operate from. That's the planned architecture but not yet deployed. Helping us spec and stand it up cleanly during Phase 1 is part of the role. - You'll have authority. We expect pushback. Telling us where the SOP is wrong, where templates miss real edge cases. How to Apply — Required Responses - Applications missing any of the three items below will not be considered. - Background summary (200–400 words): years as a TC, states worked, approximate file volume, and the TMS platforms you've used at expert level. - One specific story about a transaction that went sideways and how you handled it. Not the smoothest closing — the messiest. - What is your desired hourly rate.

• Responsible for the timely enrollment of the patient into the Patient Support Program. • Collaborate with the patient, insurer, and physician regarding the documentation necessary for maximal reimbursement coverage, including the investigation of all public and private insurers and supporting employer escalations as required. • Reviews the patient status and assists the prescribing physician to prepare documentation for public or private coverage by reviewing patient charts, assessing previous therapies and tests. • Provides therapy guidelines/education on the program to manage patient and physician expectations. • Collects information and conducts patient financial assessment eligibility based on program guidelines. • Ensures patient services are coordinated and tracked in a timely manner resulting in quick and continued access to therapy. • Reports Adverse Events/Severe Adverse Events (AE/SAEs) following approved SOPs. • Maintain service levels in case management, including telephone answer rates, time to initiate contact with the patient, Adverse Events reported within twenty-four hours of receipt, and any other KPIs established as the Program level. • Electronically updates the Customer Relationship Management (CRM) tool by providing timely patient and clinic information. • Fosters and promotes a spirit of teamwork while working with internal patient support teams. • Acts a liaison and provides ongoing feedback to the Program Manager based on observations in the field and feedback from customers as it pertains to the quality of services, training, and other areas of importance. • Identifies obstacles to obtaining coverage and channels this information to the Program Manager and/or Assistant Program Manager. • Completes all relevant reports (timesheets, expenses, mileage, validate CRM reports, etc.) as per specified timelines and as per required standards. • Coordinate cases with insurance companies, physicians, and healthcare professionals to optimize reimbursement solutions. • Help patients navigate the insurance landscape, walking them through how to find insurance forms, acquire signatures and submit to their insurers for a response. • Prepare, organize, and submit all required documentation to insurance providers and public/federal funding programs. • Additional duties as requested by the Manager.

Role Description Are you a Certified Medical Assistant looking to continue in healthcare from a remote position? While still helping patients? Look no further, Medsien is a leading provider of Chronic Care Management and Remote patient monitoring services to medical practices across the United States. Here at Medsien, our Certified Medical Assistants are able to take their clinical experience, knowledge, insight and empathy to improve patients' health care, experiences and outcomes. Comprehensive chronic care management benefits patients with 24/7 access to physicians and clinical staff who can meet their urgent and ongoing needs. CCM also benefits practices by electronically capturing all patient interactions for real-time continuity of care. Patient enrollment is the first step in helping our patients and providers manage their chronic conditions more effectively. If patients aren’t taking advantage of our Chronic Care Management (CCM) and Remote Patient Monitoring (RPM) programs they are missing out on a key tool in managing their Chronic illnesses. Our Enrollment Specialist (Certified Medical Assistants) use their training and knowledge to help patients understand the value of utilizing our CCM and RPM programs. Once they understand that enrollment in these programs allows the provider's and our team to make real-time, data-driven decisions, they are eager to participate. Improving patient care and clinical outcomes is what we strive to accomplish every day. Medsien’s personalized approach to patient care is unparalleled in the industry. Our goal is for patients to feel as comfortable with us as they do when visiting their provider's office. We prioritize compassionate quality care. As an Enrollment Specialist, you will educate and enroll eligible patients from our established clinic partnerships. You will connect with eligible patients through outbound calls, resulting in enrollments to achieve your weekly goals. You will help patients navigate and enroll in these programs to better their health and achieve their wellness goals. As an Enrollment Specialist, you’ll receive competitive pay including paid training. Fully remote capabilities (Within US only) and better work-life balance. Key Responsibilities - Patient Outreach: - Initiate contact with potential CCM and RPM patients. - Conduct initial assessments to determine eligibility for CCM/RPM services based on established criteria. - Education and Information Sharing: - Clearly and compassionately explain the benefits of enrolling in a CCM/RPM program to patients and their families. - Provide detailed information about the program's services, including remote monitoring and care coordination. - Enrollment and Documentation: - Assist eligible patients with the enrollment process, ensuring that all necessary forms and documentation are completed accurately. - Maintain meticulous records of patient interactions, enrollment status, and program details. - Compliance and Regulatory Knowledge: - Stay up-to-date with the latest regulations and compliance standards related to CCM/RPM services. - Ensure all patient enrollments adhere to legal and ethical standards. - Performance Tracking: - Monitor and track your enrollment performance, striving to meet or exceed enrollment goals. Qualifications - National Certification in Medical Assisting - Strong communication skills, both written and verbal - Empathy and the ability to connect with patients and their families - Basic knowledge of chronic health conditions and their management - Comfortable using technology for documentation and communication - Attention to detail and strong organizational skills - Ability to work independently and as part of a team - Sales or customer service experience is a plus but not required Training and Development You will receive comprehensive training on CCM/RPM program details, enrollment processes, and communication techniques to ensure you are well-prepared for the role. Company Values Our company is committed to improving the lives of patients living with chronic health conditions. We prioritize compassion, integrity, and excellence in all our interactions and operations. Important Notice to Job Applicants All official communications from Medsien, Inc. will come from an email address with our domain @medsien.com only and we will never ask for sensitive personal information such as Social Security numbers or bank account details.