Title: Engagement Coordinator (Temp-to-Perm) Location: United States Remote Full-Time Requisition #: ENGAG002487 Department: Team Member Job Description: This is a 90-day temporary role with the potential to convert to a permanent position with Lucet. Who We Are At Lucet, we’re transforming whole-person care. We deliver integrated behavioral and physical health solutions that connect individuals to the right care at the right time—improving outcomes and overall well-being. Serving over 15 million lives across the U.S. and Puerto Rico, our model combines clinical expertise, compassionate care, and innovative technology to support healthier, more fulfilling lives. As part of the Lucet team, employees join a mission-driven organization committed to making a lasting impact. Whether through behavioral health navigation, in-home medical care, or 24/7 crisis support, our work is rooted in empathy, collaboration, and a shared passion for helping people thrive. Why Join our Team At Lucet, we’re committed to creating a workplace where top talent thrives both personally and professionally. We offer a dynamic, mission-driven environment where your work has real impact, your unique background and experience are valued, and no two days are alike. If you’re passionate about meaningful work and delivering impactful results, we encourage you to apply! We support our team with a competitive compensation and benefits package, including: - Hourly compensation between $17.95 - $19.15, PLUS a quarterly performance-based, discretionary incentive. - *Compensation is dependent on non-discriminatory factors including but not limited to an applicant's skills, education/degrees, certifications, prior experience, market data, and other relevant factor - Comprehensive health benefit options: Medical, dental, and vision coverage - 401(k) with competitive employer match - Company-paid life and disability insurance - Paid parental leave and wellbeing incentives - Generous paid time off, including volunteer time - Flexible spending accounts for healthcare and dependent care - Professional development opportunities and tuition reimbursement - Remote work flexibility (role-dependent) - Opportunity for meaningful growth, both personally and professionally, where your unique background and experience is welcomed and valued At Lucet, your work will directly support our mission to improve behavioral, physical, and social health—one member at a time What You Will Do - Essential Functions The Engagement Coordinator plays an important role in reaching out to our active insured members to schedule their annual wellness/benefit exam. This role involves making outbound calls using a Progressive dialer, while being held accountable to minimum required that are in line with industry standards. - Member Relationship Building & Communication - Build strong, sustainable relationships with members through effective customer service techniques across all communication platforms. - Identify member needs, clarify information, and provide timely, accurate guidance and solutions. - Appointment Coordination & Support - Assist members with scheduling, rescheduling, and canceling appointments while coordinating with family members, caregivers, or healthcare proxies. - Provide clear instructions and education to prepare patients for in‑home exams and scheduled services. - Operational Efficiency & Documentation - Manage high volumes of inbound/outbound calls, emails, chats, and texts while maintaining service quality. - Accurately document member interactions, appointment outcomes, data entry tasks, and other details that support the primary care team. Who You Are - Required Qualifications - Minimum of a High School diploma - Recent experience in a healthcare setting and/or 2-3 years of experience working in an outbound, sales focused, customer centered, production driven environment - Understanding of medical terminology - Proficient with Microsoft Office Suite and Dialer experience. - Flexibility and ability to adapt to changing work aspects that may include different campaigns, lists, leads, making manual calls, reminder calls, and follow up text messages as needed. - Ability to work schedule of Monday through Friday between 9am-6pm EST - Ability to pass background check upon hire and throughout employment to include criminal felony & misdemeanor search, SSN validation/trace search (LEIE), education report (highest degree obtained), civil upper and lower search, 7-year employment report, federal criminal search, statewide criminal search, widescreen plus national criminal search, health care sanctions-state med (SAM), national sex offender registry, prohibited parties (OFAC) (terrorist watchlist), and a 10-Panel Drug Screen. Living our Values: - - Serving everyone with compassion and leading with empathy. - Stepping up and creating value by taking charge and acting when there is an opportunity. - Adapting in a changing world by recognizing our responsibility to be agile and respond quickly. - Nurturing growth and belonging by respecting and celebrating everyone for who they are. Competencies - - Strong interpersonal and communication skills, with the ability to work effectively with diverse populations and flexibility in managing conversations around a variety of member needs and presenting concerns. - Effective critical thinking and problem-solving skills. - Demonstrated ability to establish trust quickly and motivate members through an engaging motivational approach. - Convey confidence and understanding of member needs and care resources. - Ability to problem solve and arrive at solutions timely and with consideration of the end user in mind. - Remains positive and keeps forward momentum when faced with challenges. - Have the ability to relate to others and connect quickly. - Demonstrate persistence in meeting objectives and personal development goals. Working Conditions: - - High-speed internet service (cable or fiber optic) with minimum download Speed of 20 Mbps, Upload Speed of 5 Mbps, and Maximum Latency of 100 milliseconds (must be installed before starting) required. - Frequent use of computer and phone systems - Must be able to constantly remain in a stationary, sitting position, communicate and exchange information with others, inspect information, perform repetitive motions with arms and fingers, interpret data, problem solve, make decisions, organize and plan, and maintain a positive and professional attitude in all situations. - Work is performed from home with company-provided equipment. Sitting for long periods of time is expected and use of fingers and hands for typing is necessary. - A quiet workspace with minimal background noise for calls. - This role requires working from a fixed, designated workspace in your home and does not allow flexibility in work locations even within the home. - A hardwired internet connection is required along with ability to sit for extended periods using company-issued wired headsets and desktop equipment - We encourage applicants from a variety of backgrounds and experiences to apply, especially those who can demonstrate how their unique qualifications and skills align with the requirements of this role and support our mission to improve whole-person health.

Role Description Analyze and review first line monitoring for Payment Operations and Service Operations. Maintain excellent knowledge of the Federal Regulations including, but not limited to: - Regulation B - Regulation CC - Regulation D - Regulation E - Regulation J - Regulation V - Regulation Z - Anti-money laundering - Federal Reserve Bank - Funds Availability - NACHA Rules and Guidelines - IRS and Franchise Tax Board Rules and Guidelines - General banking rules Seek reasonable assurance that Payment Operations and Service Operations functional processes create and maintain adequate internal controls through monthly, quarterly, or annual audits and quality assurance tests. Ability to multi-task effectively and meet deadlines with supervision. Demonstrated ability to think critically and analyze and communicate complex information to all levels of management and staff. Qualifications - Bachelor’s degree in business, Finance, or equivalent work experience in a related field (Preferred) - Five years or more in a position performing credit and financial analysis within a financial institution - Proficiency in Microsoft Word, Excel, and PowerPoint as well as Adobe Acrobat Pro and SharePoint - Ability to multi-task effectively and meet deadlines with limited supervision - Demonstrated ability to think critically and analyze and communicate complex information to all levels of management and staff Requirements - Serve as point of contact or subject matter expert for information requests from management and internal departments regarding exception reporting and regulatory compliance - Responsible for new project implementation, creating thorough audit checklists addressing regulatory and compliance issues - Assist with updating SecondLook customization request logs and evaluate software updates - Lead new hire orientation and training, monitor progress, and develop strategies for training success - Review a statistical sampling of both Payment Operations and Service Operations processes - Monitor Service Operations calls for customer service excellence and proper documentation practices - Process all regulatory and compliance tasks accurately and complete all learning modules within required timeframes - Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance - Achieve individual daily and monthly production goals, contributing to department benchmarks, metrics, and KPIs - Actively participate in team discussions and contribute to department meetings - Understand and follow Golden 1’s Funds Availability policy and Regulation CC guidelines - Develop and maintain internal job aids and training documents - Monitor and confirm management corrective actions from compliance reviews - Initiate and execute process improvement initiatives - Perform all other related duties as assigned Benefits - Prolonged sitting throughout the workday with occasional mobility required - Corrected vision within the normal range - Hearing within normal range; a device to enhance hearing will be provided if needed - Occasional movements throughout the department daily to interact with staff

• Oversee daily operational activities across multiple departments • Identify inefficiencies and implement process improvements • Manage and mentor team leads and department heads • Develop and monitor KPIs to measure operational performance • Coordinate with HR, finance, and technology teams on cross-functional initiatives • Ensure compliance with company policies and industry regulations • Prepare operational reports and present insights to executive leadership

• Budget & Spend Management: Analyze, forecast, allocate, and track marketing budgets. Develop and maintain real-time reports to monitor spending against goals and KPIs. Conduct spend reconciliation against purchase orders and invoices. • Vendor Management: Research, engage, and negotiate with external vendors. Maintain vendor contracts, ensuring operational, technical, and financial compliance. Track vendor performance and manage relationships effectively. • Process Improvement & Workflow Management: Map, analyze, and enhance departmental procedures for efficiency. Implement and manage changes in processes, ensuring smooth transitions. Develop and maintain business continuity plans. • Performance Reporting & Analysis: Utilize business intelligence tools (Power BI, Google Analytics, Microsoft CRM) to gather insights. Prepare and present findings to leadership for performance review and optimization. Collaborate with teams to implement improvements based on data analysis. • Campaign Development & Management: Research, strategize, and plan marketing campaigns. Oversee campaign creation, implementation, and performance tracking. Analyze campaign spend against KPIs to assess ROI and optimize strategies. • Copywriting: Produce SEO-optimized content for various platforms, including blogs, job board postings, ads, and web pages. Develop creative assets aligned with marketing objectives and brand guidelines. • Salesforce Marketing Cloud and CRM: Facilitate migration and transition processes. Act as a representative stakeholder for Salesforce Marketing Cloud and CRM initiatives. Build, manage and report on Campaigns,