• Conduct quality control reviews of commercial loan documentation to ensure data integrity, accuracy, and consistency to loan boarding sheets and all related loan systems • In conjunction with the LOB, review draft loan documents to ensure alignment with bank policy, credit approval terms, and loan system compatibility • Support internal audit and compliance partners by producing samples to support targeted reviews • Leverage insights from quality control reviews to recommend updates to procedures to enhance operational efficiency • Provide data inputs key performance indicators (KPI) reporting to monitor adherence to quality control standards • Follow-up on missing & pending items as well as ongoing documentation such as expired or cancelled insurance (work with operations to ensure timely force placement as necessary) • Assist PM’s if needed with follow-ups for other types of ticklers – financial statements, covenants, manual tax monitoring, etc. • Assist PM’s with client due diligence requirements (i.e. Credit report pulls, loan confirmations) • Support “lighter touch” customer requests (i.e. balance inquiries, loan statement requests, interest rate options, extensions, etc.), working with the LOB to approve and Operations to execute • Review advance requests and circulate for approval, and submit to Loan Operations for processing • In alignment to bank policy and procedures, coordinate internal loan system administrative coding changes with Loan Operations • Work on internal projects to improve the lending process, enhance/expand middle office capabilities, and support the Lines of Business & Operations

Oversee clinical coding activities and ensure timely, compliant coding of discharged accounts. Manage point of care documentation improvement programs and develop strategies to enhance service line performance metrics.

• Manage the full lifecycle of attorney and client rate administration, including rate setup, updates, approvals, audits, and implementation. • Review, validate, and maintain billing rates in accordance with client engagement terms, outside counsel guidelines, and firm policies. • Analyze rate requests and identify discrepancies, conflicts, or compliance concerns prior to implementation. • Maintain and update rate information within Aderant, Intapp, and other firm systems. • Utilize Expert Rates to research, benchmark, and validate attorney rate structures. • Partner with attorneys, billing teams, finance, and business operations to ensure accurate rate application across matters and clients. • Support e-billing requirements by ensuring rates align with client guidelines and electronic billing platform requirements. • Generate and analyze reports using SSRS (SQL Server Reporting Services) and other reporting tools to monitor rate accuracy, trends, and exceptions. • Perform regular audits and reconciliations of rate data to ensure consistency across systems. • Create and maintain documentation of rate processes, approvals, and policy compliance. • Assist with special projects related to pricing, billing operations, and financial reporting.

• Manage the primary membership inbox; triage, troubleshoot, and resolve member issues regarding platform navigation, account access, and operational questions. • Track inquiry metrics (response times, resolutions) within the CRM and cleanly escalate complex technical, financial, or contract issues to internal teams. • Identify recurring member friction points and proactively update member-facing FAQs and internal resource guides. • Own the administrative intake, vetting, and data entry for new member applications and account setups. • Maintain pristine member records in Salesforce/HubSpot, executing routine data to ensure organization and contact information is accurate. • Handle basic list management, audience segmentation, and pull routine reports to give internal teams visibility into member engagement. • Build and validate audience lists for member announcements, newsletter distributions, and targeted marketing email campaigns. • Proof outbound communications prior to distribution to ensure flawless formatting and compliance with brand standards. • Assist with the logistical coordination, list prep, and production support for live and virtual member webinars and forums.