• Developing and maintaining sales plan for the branch. • Developing and implementing sales/marketing plans. • Developing and managing vendor and customer relations. • Managing the implementation of the sales strategies and tactics. • Managing key accounts. • Define and evaluate issues, develop methods, and revise procedures within established policies. • Manages direct reports including the hiring, development, performance management, goal setting, and other managerial duties. • Ensures direct reports are aware of and follow established business policies, practices, and Company’s Code of Conduct to create a supportive and productive working environment.

• Responsible for the operational delivery of the plan’s case management and coordination programs and processes. • Provides case management services for CHPW members with short term, long term, stable, unstable, and predictable course of illness, and/or highly complex medical/behavioral and social conditions. • Improve members' quality of life and ensure cost-effective outcomes by using internal and community-based resources. • Perform telephonic case management for members with acute, chronic, and complex needs. • Advocates on behalf of members and facilitates coordination of resources required to help members reach optimum functional levels and autonomy within the constraints of their disease conditions. • Works within a multi-functional team to connect with providers, members, caregivers, contracted vendors, community resources, and health plan partners to assess the member's health status, identify care needs and ensure access to appropriate services to achieve positive health outcomes. • Assess, evaluate, plan, implement, and document care of members within the organization’s clinical database system, in accordance with organizational policies and procedures. • Responsible for the assessment of members, including identifying and coordinating access to the appropriate level of care and treatment. • Uses the assessment information to assign the appropriate risk and complexity level, and create and document a care plan in coordination with the member, family and health team input. • Initiates a plan of care based on member-specific needs, assessment data and the medical/behavioral plan of care. • Plans care in collaboration with members of the multidisciplinary team, and considers the physical, behavioral, cultural, psychosocial, spiritual, age specific and educational needs of the member in the plan of care. • Reviews and revises the plan of care with the interdisciplinary care team to reflect changing member needs based on evaluation of the members’ status, and/or as a result of reassessment. • Implements the plan of care through direct member care, coordination, and delegation of the activities of the health care team. • Promotes continuity of care by accurately and completely communicating to health care team the status of members for whom care is provided. • Engages community resources where applicable. • Implements developed workflow activities and activities for designated programs. Conduct member case management in the field at Provider(s) office, member’s home, inpatient medical or psychiatric hospitals, skilled nursing facilities, adult family homes, or in a community setting.

• Serve as the primary operational resource for quote and order form creation • Identify non-standard deal terms and escalate to Finance or Legal per defined approval matrix • Ensure adherence to our quote-to-contract processes and policies while effectively escalating new use-cases outside of the current approval matrix  • Support Sales in preparing pricing proposals in accordance with approved pricing guidelines and discount policies • Support the organization in collaboration with sales, legal, accounting, and services in the development, coordination and delivery of legally binding order forms and contracts, ensuring high levels of quality, accuracy, and timely SLAs  • Manage Deal Desk workflow while constantly looking for ways to optimize processes  • Assist with post sales documentation review and ensure proper contract record retention • Perform Salesforce enrichment, cleansing, and de-duplication of records  • Ensure accuracy and completeness of Salesforce data related to quoting and closed won opportunities • Perform, document, and provide useful feedback on UAT activities related to enhancements and configuration of sales technologies and other business systems    • Generate and distribute standard operational reports related to quote volume, approval tracking, and turnaround times

• Provide relationship management support to SBA Lending in monitoring and servicing an existing portfolio of complex loans and borrowing relationships. • Continuously evaluate operational and financial performance to maintain portfolio quality and risk rating accuracy. • Interact with customers as well as bank employees to address credit and deposit service related matters in a satisfactory manner. • Manage a defined portfolio of existing SBA commercial loan customers • Address customer requests that may require specialized knowledge, industry expertise, and a comprehensive understanding of the SBA SOP • Proactive management of the portfolio to ensure early detection of material changes in customer performance • Manage customer reporting requirements, including ongoing tracking to ensure timely receipt of all required post-close documents, including financial statements, insurance certificates, and other similar items • Completion of annual reviews, periodic file memos, loan modifications and policy waivers • Ability to assess financial performance and risk, including identifying ways to mitigate risk to the bank • Work with department management and origination teammates to ensure ongoing credit quality of the portfolio and new originations • Strong working knowledge of loan policy and a proven ability to adhere to sound risk management practices as well as to all internal and external credit and regulatory requirements • Provide excellent customer service with an ability to resolve customer problems independently • Assist with special projects or any other tasks assigned by management, including but not limited to audit preparation, ongoing due diligence, industry research, and portfolio maintenance