• Monitor and evaluate on a quarterly, annual or as-needed basis the financial performance of each asset assigned and address major operational performance issues related to the property • Expedite collection of overdue deliverables by contacting property owners / managers • Establish and maintain good working relationships with internal and external stakeholders and partners including operating partners, property managers, and equity partners • Maintain and update data points in various spreadsheets and online systems • Analyze and interpret data collected from properties for compliance with internal metrics • Prepare monthly, quarterly and annual reports to supervisor which are ultimately provided to senior leadership, and present updates to leadership as needed • Perform site visits, as requested • Monitor projects under construction and lease-up to ensure underwritten budgets and schedules are being maintained • Risk rate assigned assets on quarterly basis and provide a proactive plan for addressing any property added to the watch list. • Reviewing/analyzing documentation supporting capital contribution installments and making recommendation as to whether benchmarks have been met – including debt service coverage ratio, stabilization, and economic/physical occupancy calculations • Field partner requests and changes to partnership agreements for approval • Analyze lease up to determine initial year credits and calculate and make recommendations to leadership on equity adjusters • Track and review tax returns and tax credit eligibility documents from partnerships • Other tasks as directed.

• Manage inquiries, requests, bookings, and ticketing with accuracy and attention to detail, ensuring all travel arrangements meet client expectations. • Build and maintain strong relationships with clients, providing personalized service to ensure their needs are met at all times. • Complete all tasks related to client and supplier interactions promptly, ensuring smooth continuity of service for all team members. • Stay updated on airline rules, regulations, and industry standards to make informed travel arrangements and resolve any en-route traveler concerns quickly. • Organize and manage workload efficiently, particularly during peak periods, ensuring that all tasks are completed in a timely manner. • Work collaboratively with other team members to support and complete all customer service functions. • Accurately process complex reissues and pricing records, ensuring all details are correct. • Negotiate the best rates and deals with vendors to help clients save on travel expenses. • Ensure all PNR entries in GDS are accurate and fully completed. • Respond promptly and efficiently to all communications, keeping clients and team members informed at all times. • Consistently demonstrate high attention to detail, ensuring that errors are avoided. • Inform supervisors of potential issues and take corrective action when necessary, offering alternative solutions as needed. • Build professional relationships with key vendors and support preferred supplier programs. • Participate in company training sessions to stay current with industry trends and best practices. • Investigate and resolve client complaints and issues while maintaining the highest customer service standards. • Take care to prevent financial losses due to errors or mishandled bookings. • Perform other related tasks as assigned.

• Drive sales and build client relationships • Close deals efficiently and ensure smooth loan submissions • Stay updated with rates and compliance rules • Master loan processes and tools • Communicate effectively with all parties involved • Lead initiatives and innovate solutions

• Overall responsibility for successful planning, execution, monitoring, and driving post-sales client learning; this individual is expected to spend time in front of clients and partners as well as internal teams, which may include travel to on-site meetings. • Determine and evaluate client training needs, then work with marketing to design and deliver training and materials to ensure all of our brokers and groups understand the SmithRx offering • Collaborating with organization units and internal/external Subject Matter Experts (SMEs) to design training programs aligned with competencies and strategic learning opportunities • You will create, design and execute enablement training for our clients and customer success teams, in a variety of environments. • Support the implementation and adoption of existing programs and tools and adoption of new programs and tools through training and education. • Perform administrative tasks such as scheduling classes, setting up systems and equipment, and coordinating enrollment • Effectively communicate updates with internal teams and leadership to ensure successful implementation of content, as well as to foster cross-project collaboration and continuity • Ensure all milestones and learning objectives are met/delivered on time, within scope and budget • Track and regularly report on key training metrics to determine the effectiveness of all training and development programs • You will gather feedback from the business to consistently improve enablement efforts • Ability to accommodate different learning styles and engage the audience with proven build-upon learning methodologies • Develop strong relationships and an ability to partner with client stakeholders to drive ownership and product adoption • Requires up to 40% travel