• Communicate with clients via phone, email, and virtual meetings • Organize and manage project details to support agreed timelines • Work collaboratively with team members and external partners as required • Maintain accurate records, track progress, and provide dependable service support

• Assist clients with planning and booking vacations, cruises, and travel packages • Communicate with clients via phone, email, and virtual meetings • Research destinations, suppliers, and travel options to match client needs • Maintain accurate client records and follow up consistently • Collaborate with team members and travel partners as needed

• Manage intake, tracking, and coordination of loan modification requests, ensuring completeness, eligibility, and compliance with internal policies, investor requirements, and regulatory standards. • Prepare, assemble, and coordinate modification documentation—including amendments, extensions, rate changes, covenant updates, and collateral adjustments through internal review, approval, and execution. • Serve as the primary point of contact for modification-related coordination across Asset Management, Servicing, Legal, Credit, Finance, borrowers, and third-party partners. • Oversee the execution, receipt, recording, and filing of modification documents, ensuring accuracy of loan terms, fees, escrow requirements, and repayment schedules. • Perform post-closing quality control, including verification of document accuracy, servicing system updates, billing setup, and resolution of post-closing discrepancies. • Monitor timelines and proactively manage deadlines to support timely completion of modification requests. • Identify process gaps or risks and collaborate with internal stakeholders to improve workflows, controls, and data quality. • Support portfolio management efforts by ensuring accurate, reliable modification data across systems and reporting platforms. • Maintain organized electronic records and support audits, examinations, and internal reviews in accordance with documentation retention and control standards.

• Be able to communicate effectively and always work in the best interest of the client • Generating new business opportunities through company leads, networking, referrals and calls • Conducting meetings with employers to customize programs to help meet their benefits needs • Engaging and enrolling interested employees in plans • Continuing to service employer customers through ongoing consultation on topics regarding new benefits options, the latest benefits trends, ACA updates, etc. • Be skilled at presenting in both small and large group presentations