• The Portfolio Manager manages and grows a portfolio of dealer clients across the Phoenix East territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. • Optimize each client’s use of the line of credit by acting as floor plan subject matter expert. • Achieve goals and performance targets set by the company by regularly engaging with clients. • Educate clients on desired performance behaviors and compliance with company policies. • Collect and analyze client financial information to assess and monitor dealer performance. • Collaborate with Risk and Recovery department with pre-default risk mitigation efforts. • Minimize loss and maximize recovery on defaulted accounts. • Serve as a fiduciary for the company by reporting any material non-compliance. • Detailed documentation in Salesforce all prudent conversations and activities. • Complete all Salesforce campaigns as required by the company. • Responsible for onboarding new clients to ensure a positive client experience.

• Collaborate and partner with OCMO and other teams to evaluate clinical performance and determine appropriate clinical programs to positively impact outcomes • Analyze data and provide insights to tell a meaningful story and support decision making • Interface with numerous teams to include: OCMO, Physician Experience, Physician Education, Patient Education, Patient Experience, Clinical Education, Clinical Analytics, Home, IKC, Field, IT, CWOW, CMT, Compliance, Legal, Policies and Procedures (P&P) committee as appropriate • Organize follow up, documentation, and tracking to ensure progress and proactively identify risks and opportunities • Manage and coordinate new initiatives from idea generation to implementation: new clinical program/ initiative design and development, training and communication materials development, pilot facilities support (training, communication, tracking and follow-up), pilot results review and evaluation, development of field and physician communications, training tools and the facilitation of Village wide implementation • Provide day to day leadership, direction, and guidance for GCAMs/CAMs • Other duties as assigned

• Actively managing regulatory and operational process control testing activities • Provide oversight and support to internal control testers by reviewing test scripts and driving control design enhancements • Lead the planning, execution, and oversight of control testing activities for multiple US business lines • Apply risk assessment methodologies to identify and report on control effectiveness • Utilize GRC platform(s) to track, manage, and report control testing results • Partner with business process owners to assist in the identification and maintenance of effective control environment • Deliver clear communications to senior management regarding testing outcomes • Recommend and implement enhancements to control testing processes and methodologies • Ensure all control testing activities comply with US regulatory requirements

• Partner with the Souring Manager for securing, negotiating, and organising hotel bookings for client groups • Build and maintain strong, professional relationships with Housing Bureaus, Housing brokers and direct hotel contacts for Congress hotel bookings • Negotiate vendor contracts and mitigate financial risk • Monitor accuracy of group blocks including rooming lists, cut-off dates, rates, etc. • Review rooming lists for accuracy and ensure all final billing is accurate for processing • Work as a project team to execute well-timed, clear, and accurate attendee and supplier communications • Work within the applicable registration website technology to manage thresholds for arrival/departure parameters, room blocks, attendee changes, activities, data capture and reporting • Prepare all relevant onsite documents including reports • Manage day to day pharma compliance reporting requirements • Manage all reporting documentation required for compliance and final reconciliations