• 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

• Demo and sell products to existing and prospective customers • Establish and maintain positive business and customer relationships • Reach out to customer leads through live chat, email and tickets as required • Solve customer problems and complaints to maximize satisfaction • Achieve sales targets and outcomes • Collaborate with team members and other departments • Generate reports on accounts, and issues to the management • Get feedback and improve constantly

• Analyzing performance data to guide cross-channel budget allocation and optimize media investment across the funnel • Supporting the development and execution of integrated full-funnel media strategies aligned to client business goals and customer journey stages • Driving strategic planning across Paid Search, Paid Social, and Programmatic channels including Display, Video, CTV, OTT, Audio, and DOOH • Partnering with activation, creative, and analytics teams to ensure aligned strategy and seamless campaign execution • Developing strategic recommendations across media mix, audience targeting, creative strategy, KPIs, and measurement frameworks • Stewarding paid media budgets through initial planning, in-flight reallocations, optimization opportunities, and incremental investment scenarios • Conducting audience research, competitive analysis, and market intelligence using tools such as Pathmatics, GWI, Resonate, and platform insights • Monitoring pacing, performance trends, and optimization opportunities to improve efficiency and drive business outcomes • Leading testing and learning initiatives across channels to support continuous innovation and performance improvement • Delivering strategic insights, performance updates, and recommendations through client-facing presentations, reports, and planning documents • Building deep expertise in client industries, omni-channel retail dynamics, seasonal trends, and evolving consumer behavior • Staying current on emerging media platforms, industry trends, and best practices while contributing strategic guidance for both existing and prospective clients