• Oversee critical initiative to leverage the company’s capabilities as a bank to fund Cornerstone’s mortgage banking retail operations • Establish mortgage funding lines for joint venture builder partners • Monitor daily borrowings, advance rates, curtailment schedules, and collateral eligibility • Review wires, closing docs, and authorize the release of funds to title/settlement agents • Coordinate with Capital Markets on the gestation and sale of loans to secondary market investors or GSEs • Evaluate a Warehouse Management System that integrates with Phoenix Core, LV365, and Data Warehouse • Develop and execute a phased rollout plan for CCB mortgage funding, including staffing, gating criteria, and pilot testing

• Lead and support the global pursuit desk and proposal management operations • Manage end-to-end RFP, RFI, and RFx response processes within RFP SaaS platforms • Partner with sales leadership on strategic pursuits, opportunity qualification, and positioning • Coordinate cross-functional contributions (Sales, Pre-Sales Engineering, Marketing, Product, Customer Success) • Develop and enforce proposal governance, frameworks, and best practices • Support capture planning, win theme development, and competitive differentiation • Oversee proposal automation tools, knowledge management systems, and AI-enabled response solutions • Enable scalable demo programs through platforms like Consensus • Maintain alignment with Salesforce (SFDC) for pipeline visibility and deal tracking • Track and report on operational metrics, proposal performance, and pursuit effectiveness • Support ESG, security questionnaires, due diligence, and compliance documentation • Mentor and develop a proposal and pursue coordination with team members

• Provides technical support within and occasionally outside the immediate team • Provides technical support in network performance initiatives, outage resolution and works to identify day-to-day improvement opportunities • Takes on smaller projects or portions of key projects / initiatives, providing accurate status and progress updates as requested • Identifies and shares potential process improvements and recommends them to Senior Technicians and / or management for consideration • Provides input on process improvements related to maintenance and repair activities • Assists in the creation of job aids, scopes of work, method / statement of procedure, and helpful tools working closely with a Senior Technician • Enrolls in and completes training requirements to stay current on existing and new systems and products, to grow skills, and to expand proficiency in organizational requirements

• Lead the division and cultivate a supportive, motivating and collaborative work environment and builds an effective and productive team focused on overall corporate objectives. • Ensure projects are properly resourced, managed, and executed and develop verifiable project goals for Associate Directors. • Oversee and/or coordinate new project implementation. Work closely with client contact(s) during project implementation and develops working rapport. • Maintain a working client relationship with open lines of communication for the life of the project. • Work closely with Business Development in the areas of proposals/contracts, client presentations, and maintains client relationships. • Oversee salary administration, performance management, conflict resolution, recruiting and mentoring for Associate Directors and other direct reports. • Ensure quality objectives are met and oversees audit preparedness, appropriate response to internal and external audits, addressing and correcting audit findings; responding to client feedback; and development of and compliance with SOP's. • Manage overall budget activity for divisional areas(s) to ensure profitability: review billable hour reports for divisional area(s), tracks projects' success in achieving financial targets; determine the resource needs and ensures correct revenue forecast. • Drive a culture of immediate action and proactive escalation