• Perform initial setup, data entry, and system record creation for new Commercial Real Estate (CRE), Sponsor Banking, and Yacht loans, including onboarding primary borrowers, guarantors, and associated Demand Deposit Accounts (DDAs) • Manage the ongoing lifecycle of existing loans by processing renewals, amendments, extensions, and term modifications • Process daily loan advances, payments, insurance updates, and manage unused fee calculations and billing on undrawn lines of credit. • Process participation payments, notices, and wires (specifically handling Fieldpoint and BancAlliance programs), as well as general incoming and outgoing wire transfer reviews • Issue and administer Letters of Credit and generate accurate invoices for loan-related fees and payments • Perform post-booking general loan quality control to ensure data accuracy and adherence to bank policies. Systematically review FCM, nCino, and FIS reports to identify and correct exceptions, delinquencies, and errors during maintenance cross-checks • Reconcile and balance various General Ledger (GL) and DDA accounts. Perform core edits and FIS Bank Control adjustments (e.g., updating interest rate indexes) • Manage internal and external inquiries via Zendesk. Research FIS system issues and open Client Portal tickets to resolve core banking platform problems • Gather documentation to respond to internal/external audit inquiries and actively document, refine, and improve written loan operations procedures. • Handle routine administrative duties, daily reports, and general in-office responsibilities necessary for smooth operations

• Provide a warm welcome to Realtors and Clients • Create and follow an efficient system to follow up with leads and preapproved borrowers • Take a complete and accurate loan application • Request and follow up on required documentation from clients • Accurately calculate income for hourly and self-employed borrowers • Run product and pricing scenarios • Research alternative/non-QM options to help serve a wide variety of borrowers • Prepare preapproval letters and loan comparisons for borrowers • Provide extraordinary customer service to both internal and external customers • Meet goals regarding time frames • Work within a database • Run opportunity analysis for clients who may benefit from a refinance • Create open house flyers and other promotional flyers and marketing pieces • Prioritize daily tasks and work efficiently • Market, service, and promote the Company’s loan products • Maintain product knowledge and stay up-to-date on changes to market conditions • Comply with all applicable laws and regulations related to mortgage lending • Communicate with borrowers, processors, operations staff, title companies, Realtors, etc. • Expedite the mortgage process

• Advance occupational safety: digital, intelligent and user-friendly • Foster teamwork and open communication • Actively help shape new processes at kaer

• Generate bid hour and bid sheets for substation and transmission line projects. • Reach out to suppliers to gather and confirm pricing information. • Prepare detailed take-offs and staking sheets for accurate project estimation. • Review bid documents to ensure thorough understanding and accuracy. • Perform site visits as needed to collect relevant information and assess project requirements. • Collect and analyze historical cost data to enhance estimates for ongoing and future projects. • Develop estimates to support management in project planning, organization, and scheduling. • Interpret blueprints and other documentation to provide accurate time, cost, material, and labor estimates.