• Match new deals to ensure the contract aligns with the latest approved loan structure offer. • Apply underwriting knowledge and judgment to evaluate and grant exceptions within the funding process. • Utilize funding resources and underwriting expertise to negotiate and address fee access for loans that have deviated from the approved underwriting framework. • Handle escalated funding exception requests in a timely and professional manner. • Complete the funding process to ensure deals are paid out in a timely manner, including supporting the QA team in booking out deals accurately. • Conduct applicant follow-up interviews when discrepancies are identified during the funding process, ensuring thorough documentation for further investigation. • Provide support and training to new associates as part of ongoing team development efforts. • Evaluate funding underwriting review requests and ensure application information is updated accurately and in a timely manner.

• Conduct COI (Certificate of Insurance) audits to verify tenant compliance with lease insurance requirements • Track and monitor critical lease delivery dates and compliance deadlines • Review and interpret commercial lease agreements to identify tenant obligations (sales reporting, HVAC inspections, insurance, etc.) • Maintain and update compliance tracking records across the property portfolio • Flag and escalate non-compliant tenants to the appropriate team members • Compile and distribute regular recurring compliance and performance reports • Prepare presentation materials and summaries as directed by management and team leaders • Maintain consistency with company-standard form documents used across the organization • Process and accurately record received data in a timely manner • Serve as a responsive point of contact via Slack and Front (email platform) for internal business units including Leasing, Asset Management, Property Management, Legal, and Tenants • Manage personal and administrative inboxes daily, ensuring timely responses and follow-through • Communicate clearly and professionally in written and verbal English • Enter, update, and maintain data in property management and compliance tracking systems • Utilize MS Office Suite, Google Suite, and other designated software platforms proficiently • Leverage AI tools to increase work efficiency and output quality • Assist team members with tasks during high-volume periods or as needed • Take on additional projects and assignments as directed by the Operations Team Lead • Resolve routine operational issues independently and escalate complex matters appropriately

• Leads Apptio Implementation: Oversee the end-to-end deployment of the Apptio platform, ensuring alignment with organizational goals and adherence to timelines. • Partners with IT, finance, and business leaders to capture and translate requirements into actionable TBM solutions. • Manages the collection, integration, and maintenance of financial, operational, and consumption data for accurate Apptio reporting. • Establishes and maintains a robust Technology Business Management framework to provide transparency into IT spending and value delivery. • Creates governance processes to ensure data quality, tool accuracy, and compliance with organizational policies. • Provides training and ongoing support to key users, ensuring effective adoption of the TBM program across the organization. • Continuously enhances Apptio configurations and reporting capabilities to meet evolving business needs and provide insights into cost optimization opportunities. • Acts as the primary point of contact with Apptio and other TBM-related vendors to ensure tool performance and resolve issues. • Serves as a TBM subject matter expert, advising leadership on best practices and strategic initiatives related to technology financial management. • Defines key performance indicators (KPIs) and metrics to evaluate the success of the TBM program and identify areas for improvement. • Performs other duties as assigned.

• Motivate and inspire a growing team to achieve our mission of creating community, delivering high hospitality and creating a sense of belonging for our community members • Drive strategy and implement programs to achieve budgeted financial and operational goals (occupancy, sales targets, NOI achievement), high community member satisfaction and retention and strong employee engagement • Embrace collaborative approach and establish strong cross-functional partnerships to ensure alignment and strong support for onsite teams (Sales, Marketing, L&E, Asset Management, People Operations, Accounting, Development, Construction) • Clearly define success for team including goals, expectations and KPIs • Embrace a culture that strives to be the most sales savvy operator in the Active Adult space • Lead a performance oriented team that focuses on disciplined execution • Ensure consistent processes and standard operating procedures are in place including ongoing initiatives for improvement with an eye towards scalability • Foster strong engagement through encouragement, supportiveness, and ongoing professional development • Hire, develop and retain top talent maintaining a constant focus on succession plans to ensure we are continually developing future leaders • Demonstrate an entrepreneurial spirit - always imagining what's possible and challenging the organization to be a market leader including continually evolving programs and processes • Proactively anticipate and resolve potential risks and roadblocks to achieving company strategies • Seek to understand and resolve root cause of issues • Represent Company to stakeholders including equity partners in a manner that instills confidence and trust • Regularly visit each community to maintain a strong connection to the teams and pulse on the market