• Function Leadership: You stand up, document, and continuously improve Power Digital’s MLR operations methodology, setting the standards and workflows that govern how regulated content moves through review. • Team Leadership & Coaching: You build, lead, and develop a small operations team, including offshore executors, balancing capacity against demand and coaching for quality, speed, and compliance accuracy. • Veeva PromoMats Ownership: You own the Veeva Vault PromoMats environment — claims library architecture, modular content strategy, reference stewardship, 2253 submission packaging, and integration with creative and media workflows. • Client & Stakeholder Leadership: You serve as the senior operational partner to clients’ medical, legal, and regulatory teams, leading review-process alignment and protecting launch timelines across the portfolio. • Employ AI technologies to enhance and optimize business processes. • Utilize and leverage Power Digital’s Nova ecosystem as it relates to your department. • Other applicable or related duties as assigned.

Mortgage Operations Manager Location: Columbus, OH Job Description: Full-time Description Are you an experienced Mortgage Operations Manager who’s been searching for a great company that's family owned, that recognizes your contributions, and empowers you as a management team member? A company whose goal and purpose is to Improve the Lives of Families? Take a look at Equity Resources! We are a fun and friendly environment where we work together to meet our daily goals and are dedicated to development of our employees. Why you’ll love working here - Candidates local to Central Ohio will be asked to work a structured hybrid schedule and can enjoy our corporate office in Newark’s historic downtown square. (Remote work is available for candidates located outside of Central Ohio). - Choose from flexible hours: 8:30 AM – 5:00 PM with a 30-minute lunch, or 8 AM – 5 PM / 8:30 AM – 5:30 PM with a 1-hour lunch. - Generous PTO, 10 paid holidays, plus a day off for your birthday! - Full benefits package (including pet insurance!) first of the month after your first 30 days. - 401(k) option with a generous company match —helping you grow your retirement savings faster. - Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer. - Join a stable, employee-focused company that’s been growing since 1993. Requirements - Bachelor's degree in Business, Management, Finances, Administration, or equivalent mortgage industry experience. - 5+ years of recent mortgage operations experience, with demonstrated leadership over multiple departments. - Comprehensive knowledge of residential mortgage processing, underwriting, disclosure, closing and funding procedures. - Strong familiarity with conventional and government loan programs (FHA, VA, USDA), as well as regulatory and investor compliance requirements. - Experience with an electronic Loan Origination System (LOS) is required, Encompass experience is preferred. - Ability to analyze operational data and translate insights into actionable improvements. - Strong understanding of workflow optimization, and automation, leveraging/implementing AI-driven technologies, while demonstrating an AI adoption mindset. - Strategic, execution-focused leader with confidence in decision-making and ability to lead teams through change. - Exceptional communication skills across all levels of the organization. - Demonstrates a high level of integrity, confidentiality, and accountability. - Ability to operate independently while collaborating effectively with executive leadership. - Fueled by passion and a competitive drive to excel. What your day will look like The Operations Manager at Equity Resources is a senior leadership role responsible for the end-to-end operational performance of multiple mortgage production and support departments. This role provides strategic direction, leadership, and accountability across operations to ensure scalability, compliance, efficiency, and exceptional service outcomes in a high-volume environment. The Operations Manager serves as the operational leader over key departments, directly managing department leaders and driving continuous improvement across people, processes, technology, and performance. The ideal candidate brings recent mortgage industry operations experience, a strong command of regulatory compliance, and a mindset that embraces AI enabled solutions, automation, and innovation to modernize operations. The following duties would be applicable: - Provide strategic and operational leadership across mortgage operations, including Processing, Underwriting, Disclosure, Closing/Funding, and Training & Process Improvement. - Partner with executive leadership to align operational strategy with company growth goals, regulatory expectations, and market conditions. - Lead, coach, and develop department leaders, fostering a culture of accountability, collaboration, professional growth, and continuous improvement. - Oversee workforce planning and talent strategy, including staffing, onboarding, cross-training, performance management, and succession planning. - Own and continuously improve end-to-end operational workflows from disclosure through funding, driving efficiency, quality, compliance, and an exceptional borrower experience. - Lead change management initiatives related to process improvements, regulatory changes, and system or technology enhancements. - Ensure operational compliance with federal, state, and investor guidelines, partnering with Compliance and Quality Control to mitigate risk and implement corrective actions. - Analyze operational performance metrics and KPIs to drive data-informed decisions related to productivity, capacity planning, and process optimization. - Champion the adoption of technology, automation, and AI-enabled tools, promoting innovation while ensuring solutions meet compliance, security, and audit standards. - Serve as a key liaison across operations, sales, compliance, quality control, IT, and executive leadership to resolve complex issues and support enterprise-level initiatives. - Perform other duties as assigned. About Us Equity Resources, Inc. is a privately owned and operated mortgage company headquartered in Newark, Ohio. We are licensed in 22 states, including Washington D.C., and operate branch offices in many of those locations. Our vision and purpose at Equity Resources, Inc. is quite simply to Improve the Lives of Families. We pride ourselves in creating Raving Fans of our customers AND our employees. We are celebrating our 33rd year in business and are continuing to grow! Come join our team! Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; 401(k) with company match; company-paid life insurance; and much more! Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.

• Collaborate closely with the Growth organization to define and optimize acquisition, conversion, and retention targets across regions and channels. • Operate as a central, region agnostic capital allocator within Growth — ensuring time, budget, and effort are deployed toward the highest incremental impact opportunities. • Act as a key partner to Growth leadership, turning complex data into clear trade off decisions, pressure testing assumptions, and helping determine where the next dollar and the next hour should be invested. • Own Growth’s forecasting and planning processes, ensuring regional and central teams are aligned on targets, assumptions, and trade offs. • Run the operating cadence for Growth, steward the business inputs, scenario frameworks, and planning logic layered on top of Data’s forecasting model. • Translate performance insights into cross regional and cross channel allocation decisions that improve incremental growth and capital efficiency — operating within the financial guardrails set by our Finance team.

• Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs • Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts • Deliver high-touch internal support for time-sensitive, client-impacting requests • Perform detailed analysis of investment performance data • Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks • Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views • Build and enhance reporting templates tailored to UHNW clients and evolving client needs • Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data • Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting • Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues • Educate advisors on performance calculations, benchmarks, and reporting methodologies • Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems • Convert valuation and transaction data into portfolio accounting system templates • Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs • Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes