• Supervise one Associate, providing day-to-day direction, coaching, quality oversight, career development and performance management across all functional areas — including gift processing, data entry, and supporter communications — and establishing the best practice standards that define excellence in each area • Work with Advancement leadership to establish and track KPIs, SMART goals, and performance benchmarks that drive accountability and support team growth • Develop, maintain, and regularly update Standard Operating Procedures (SOPs) across data and systems operations and donor services, ensuring consistency, accountability, and service quality across both functions • Serve as the primary escalation point for gift processing issues, data backlogs, and vendor concerns • Proactively engage with departments across the organization, including Finance and Programs, to understand their data and reporting needs and develop Advancement Operations solutions that serve the full organization • Provide backup coverage for Associate functions — including customer service and gift processing — during absences or otherwise as needed to maintain continuity without disruption to operations • Develop and execute a data quality roadmap that optimizes people, processes, and technology to advance data maturity — making Advancement data more accurate, reliable, and actionable for decision-making and operational effectiveness • Design data strategies that drive audience engagement and fundraising revenue, including list segmentation, qualified list generation, and highly customized acquisition, solicitation, and stewardship campaigns • Build the data infrastructure to enable mid-level donor segmentation, moves management, and prospect research • Identify and implement database automations and AI integration opportunities to improve efficiency and streamline workflows; proactively monitor industry trends to continuously elevate data practices • Design and deliver data training for Advancement Team members, equipping staff to leverage data for decision-making and revenue growth within their respective areas • Lead large-scale data projects under the direction of the Development Director, as needed • Lead regular database clean-up projects, establishing and enforcing best practices in donor database health and data hygiene • Develop and maintain reporting infrastructure, delivering complex CRM reports to Advancement and Finance stakeholders on a routine and ad hoc basis • Develop, test, and validate data deliverables — including reports, segmented lists, and data projects — ensuring accuracy, timeliness, and alignment with organizational needs • Lead the production and delivery of recurring revenue and donor performance reporting for Development leadership • Proactively identify philanthropic opportunities through ongoing analysis of data trends, and surface and resolve advanced donation and data issues before they escalate • Ensure team adherence to policies and procedures for data management, maintaining data quality, security, and compliance with CAN-SPAM, PCI, and internal policies governing the use, storage, and handling of confidential donor and financial information • Manage the Advancement Team's use of the organization-wide CRM, including configuration, integrations with third-party fundraising tools and other platforms, and ensuring accurate tracking and timely reporting of deliverables • Manage key Development Team vendor partnerships, such as the CRM and caging vendor, providing strategic oversight to ensure alignment with organizational goals, drive performance, resolve issues, and optimize systems for long-term efficiency and impact • Serve as the Advancement Team lead for ALDF's migration from ROI to Salesforce.

• Partner with Growth leadership to identify operational gaps, develop process improvements, and implement scalable solutions that increase team effectiveness. • Coordinate with the Sr. Director Growth Operations to produce strategic target lists from multiple internal resources to guide Growth Team efforts. • Create, maintain, and continuously improve best practice and SOP documentation to ensure organizational workflow alignment and adoption. • Lead coordination of Growth Team training and development events; manage central repository of team resources, playbooks, and onboarding materials. • Serve as a go-to resource for Growth personnel on operations processes, tools, and best practices. • Manage the post-close transition to the Onboarding team including information verification, introductory communications, and placement opportunity creation. • Assist with the creation, execution, and tracking of legal agreements including non-disclosure agreements and shared savings participation agreements. • Collect and audit required deal closing documentation and distribute to internal and external stakeholders. • Collect and audit requisite documentation for enrollment of clients who sign up for Medicare Advantage contracts. • Ensure SFDC compliance including accurate pipeline staging, next steps, and dates; run bulk updates and corrections using the DataLoader tool; and assist with creation of Salesforce objects ancillary to the Growth opportunity lifecycle.

• Accurate and timely contract reviews with regards to Best Demonstrated Performance language, check lists, codes, rates, and credentialing operational language. • Independently research and resolve complex network and claims issues by collaborating with Credentialing Specialists and Negotiation teams. • Maintain accurate data across multiple systems (Orion, CLM, COR, Salesforce, and IBM-based data systems). • Build and maintain strong professional relationships with external payor contacts to facilitate efficient processing. • Manage an extremely high volume of work, including maintaining email inbox counts below 40 and responding to requests within 1-2 business days.

Title: Escrow Officer Location: Dallas United States Job Description: About Orchard Orchard’s mission is to make home buying and selling, stress free, fair and simple. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents. Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 600+ real estate agents. We have financing from top-tier investors including Revolution Growth, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work. About the Title, Escrow & Closing Team Orchard Title is an affiliate of Orchard Technologies, fully dedicated to offering Title & Escrow services to customers to provide the most seamless, delightful closing experience possible. Orchard Title has a national footprint; we are currently in Texas, Georgia, Colorado, Tennessee, Washington, Arizona, California and Florida with plans to expand to additional states that we are currently licensed in. About the Role Orchard is looking for a dynamic Escrow Officer to manage the closing process and provide an exceptional experience for our customers. The ideal candidate is a seasoned real estate professional with direct experience closing 1-4 family residential purchase transactions. If you are used to working with high-stakes and time-sensitive deals with an awesome support staff where every detail and process is critical to the successful and timely completion of the transaction, this is the job for you!. This is a full time role that will report into the Texas Escrow Manager. The role is expected to be in office only for signings - remote when not in the office for signings. What You’ll Do Here - Prepare closing disclosures, escrow agreements and all other settlement documents according to lender and/or buyer/seller instructions - Clearly communicate and collaborate with cross-department contacts in Customer Experience / Sales, Contract Operations, and Funding to promptly troubleshoot and resolve any issues in the Title process to avoid delays - Obtain clear title by ordering title reports, resolving title defects, satisfying existing liens and encumbrances against property or principals - Audit all files for accuracy, completion, and compliance to prevent potential claims - Coordinate closings via e-notary or mobile notary services - Provide correct lender closing instructions and oversee the receipt and proper disbursement of funds; ensure all outstanding checks and escrowed funds are properly managed - Maintain compliance with Orchard Title policies and procedures in accordance with governing laws, regulations, regulatory agencies and company standards We’d Love to Hear From You if You Have: - 4+ years of experience as an Escrow Officer - Exceptional verbal and written customer service skills that help form positive relationships both internally and externally - Experience mastering complex processes and contributing with the understanding of your role within a larger series of processes - Confidence working with technologies (e.g. Microsoft Suite and Google Suite) and speciality software (e.g. Qualia) - Working knowledge of TX state-level escrow rules and regulations - A team player mentality who subscribes to the concept of “Team Before Self” - Passion for innovation and are comfortable with change - Organization skills and are exceptionally detail-oriented Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.