• Serve as the named security expert on enterprise customer calls, including CISO briefings, architecture reviews, and BeyondTrust security deep-dives. • Conduct proactive security advisory sessions for strategic accounts, mapping BeyondTrust capabilities to customer security frameworks (NIST CSF, ISO 27001, CIS Controls, CMMC, FedRAMP, etc.). • Act as the primary escalation point for security-sensitive customer concerns, coordinating with internal InfoSec, Engineering, and Legal teams. • Partner with Sales and Customer Success to qualify security objections and accelerate deal cycles by removing security-based blockers. • Represent BeyondTrust security posture in customer-facing materials, including briefings, white papers, and public-facing documentation. • Maintain and continuously improve a centralized security knowledge base to support scalable, consistent responses across the GTM team. • Partner with Threat Intelligence team and monitor changes to the security regulatory environment to proactively advise customers on how BeyondTrust aligns with emerging requirements. • Support internal Trust & Assurance responsibilities including Product Health Reviews (PHRs), Cloud Governance communications, and Security Issues Management customer outreach.

• Prepare and review SBA loan closing documents for compliance with SBA guidelines and lender requirements • Compile and organize loan application documents, such as financial statements, tax returns, and personal financial statements • Act as a primary contact for borrowers, lenders, and third parties throughout the loan process • Analyze borrower information and supporting documents to validate the loan's intended purpose • Manage the closing timeline by tracking loan status and following up with parties to ensure deadlines are met • Perform compliance checks, including CAIVRS and SAM.gov reports • Collaborate with underwriters to address pre-closing requirements • Maintain organized loan files for compliance purposes • Assist with post-closing procedures and identify process improvement opportunities • Serve as a resource and mentor for new team members

• Provide an exceptional customer experience by building trust and guiding clients through the loan process • Engage with clients through inbound and outbound calls using company-provided leads and marketing resources • Analyze financial situations to structure tailored loan offers that best fit customer needs • Accurately input borrower information into the system, maintaining up-to-date records throughout the loan process • Collect and review qualification documents to ensure complete and accurate loan submissions • Communicate proactively with borrowers, addressing concerns and keeping them informed from application to closing • Collaborate with internal teams, including processors and customer relationship managers, to resolve any qualification issues • Meet and exceed performance goals, ensuring compliance with lending regulations and maintaining loan quality

• Proactively self-generate mortgage leads through networking, prospecting, and relationship development. • Cultivate and maintain a strong network of realtors, builders, and other referral sources to drive new purchase business. • Guide borrowers through every step of the loan process with professionalism and clear communication. • Analyze borrower credit, income, and assets to recommend appropriate loan products. • Collaborate closely with processing, underwriting, and closing teams to ensure timely and compliant loan closings. • Stay current on mortgage products, lending guidelines, and market trends. • Represent the company at community and industry events to expand visibility and grow your referral network.