• work under the direction of the Managing Director to prepare financial plans • coordinate the workflow through the creation and maintenance of systems • assist in the daily function and activities with financial professional offices • serve as a knowledge leader using financial planning expertise • continually keep up with financial planning trends and identify relevant opportunities • manage the documentation of processes and procedures • professionally interact with financial professionals and their staff • assist with the promotion of Spire Outsourcing’s services • build and maintain relationships with CFP Board registered degree programs

• Preparation of all initial direct and delegated credentialing rosters for automated Provider Data Load (PDL) process • Process rejection reports from PDL process and correct any errors discovered • Education of CIN, groups, etc. for future expansion regarding direct and delegated roster formats to ensure accurate PDL • Internal audit (monitoring) of Provider Data, such as demographic changes, TIN adds, provider terms, etc.

Role Description Responsible for managing permitting and due diligence activities at the direction of the Pre-Construction Manager and Design Manager, including organizing, prioritizing, and delegating project assignments, and preparing weekly and monthly status reports. This position coordinates all communications related to direct contact with customers and city/county officials, manages the daily preparation and submission of permit applications, and coordinates fee payments with the CFO. The coordinator will interact regularly with city/county permitting departments and other authorities having jurisdiction (AHJ) with the primary objective of obtaining permits and entitlements in a timely and compliant manner. Qualifications - Work independently as a self-starter; this is a remote position requiring strong personal discipline and time management. - Have a dependable internet connection. - Learn Smartsheet software. - Prioritize and delegate tasks and assignments. - Operate a desktop computer, scanner, thumb drive data transfers, and emails. - Communicate clearly and concisely, both orally and in writing. - Understand and follow written and oral instructions. - Provide tactful and appropriate responses to inquiries and directions from co-workers, clients, and government officials. - Establish and maintain cooperative-working relationships with those contacted in the course of work. - Avoid any conflict or appearance of a conflict of interest in the performance of duties and responsibilities. - Prioritize work and perform multiple tasks. - Research methods to comply with building code and ordinance permitting questions. Requirements - At the direction of the Pre-Construction Manager and the Design Manager, conducts permitting activities such as TDLR submissions and county or municipality permitting. - Obtaining Utility Letters, complying with drainage district permitting or entitlement requirements. - Checking pending applications for completeness and compliance with applicable state and local requirements. - Ordering due diligence items such as surveys, Phase I Environmental Reports, Geotechnical Reports, and other applicable third-party reports. - Establishing and maintaining deadlines for due diligence deliverables; tracking receipt and filing completed reports accordingly. - Applying for electrical power service for new construction projects with assistance from the Pre-Construction Manager. - Directing and monitoring payment of applicable fees by coordinating with the CFO. - Maintaining accurate and organized records related to permitting activities, due diligence files, and project correspondence. - Performing other duties as assigned. Company Description At Citadel, we are a rapidly growing, architecturally driven commercial construction company with an ambitious trajectory for continued growth. Our company thrives in a fast-paced, results driven culture that values excellence, accountability and collaboration. We possess the skills and expertise to tackle a wide range of commercial projects to support our clients from address to operation.

• Lead, coach, and develop a team of Payment Operations Analysts, fostering a customer-first and accountable team culture. • Support team performance through regular coaching, feedback, quality reviews, and development planning. • Drive strong client service outcomes by monitoring key support metrics such as CSAT, response times, and case resolution. • Ensure clients receive timely, professional, and accurate communication throughout the resolution process. • Partner with Customer Success and Account Management teams to resolve client concerns and improve the overall payment experience. • Oversee daily payment support activities across Virtual Card, ACH, and Check payment workflows. • Act as an escalation point for complex client issues, payment exceptions, and time-sensitive requests. • Support the team in troubleshooting payment-related inquiries and ensuring issues are resolved efficiently. • Identify recurring client or operational issues and implement practical solutions to improve service quality. • Help improve internal workflows, team processes, and support documentation to increase efficiency and consistency. • Maintain standard operating procedures, training materials, and team communication templates. • Share client feedback and operational insights with internal teams including Product, Engineering, Vendor Operations, and Customer Success. • Support operational readiness for new processes, tools, and payment enhancements as the business grows.