• Conduct structured, in-person interviews with the collector to capture provenance, acquisition history, cultural context, and any biographical detail tied to each piece. • Take clear, well-lit reference photographs of each item (archival-quality preferred but not required — equipment can be discussed). • Build and maintain a structured Excel spreadsheet (with unique catalog item number) inventory, assigning each item a unique, sequentially generated catalog number and logging: item description, dimensions/materials, condition notes, provenance, cultural/historical context, and photo references. • Attach a rubber band tag to each corresponding item, marked with the same unique catalog item number generated in the spreadsheet, so each physical piece stays clearly linked to its written record. • Flag any items where condition, fragility, or uncertain provenance may need special handling or further research. • Deliver a complete, organized package at contract end: Excel spreadsheet (with unique catalog Item number), photo files named with unique catalog item number generated in the spreadsheet, and any supplementary notes.

• Lead, hire, onboard, and develop collections, financial wellness, and repayment staff, ensuring effective training in systems, compliance, and student-centered service • Set and monitor individual and team performance goals (e.g., recovery rates, call quality, contact volume) while fostering a positive, inclusive, and results-driven culture • Oversee daily collections operations, including account prioritization, payment plans, settlements, escalations, and continuous refinement of strategies to maximize recovery • Leverage systems, tools, and reporting to track portfolio performance, identify trends, and improve efficiency and outcomes • Ensure full compliance with university policies, FERPA, and regulations through SOPs, quality reviews, and collaboration with Compliance and Legal teams • Manage external vendors and collection agencies, including placement strategy, performance monitoring, and transfer of aged accounts • Partner cross-functionally to resolve complex account issues, reduce barriers to payment, and support students, serving as an escalation point for sensitive situations • Analyze data and reporting to identify root causes of delinquency and drive process improvements across billing, outreach, and repayment • Present insights to leadership, lead cross-functional initiatives, represent collections in committees, and support broader SFS priorities • Perform other related duties as assigned by the AVP, SFS.

• Assist in managing day-to-day collections operations for firm partners • Establish and maintain a system of monitoring and encouraging cash receipts • Responsible for monitoring and collection of outstanding invoices • Provide reports reflecting accounts receivable analyses, DSO, potential and existing bad debt reserves • Work closely with senior management and report on daily activities

Lead and supervise a team of Medical Collections Representatives, ensuring task completion and performance goals are met while participating in recruitment, training, and providing regular coaching and feedback for continuous improvement.