• Promptly engage assigned leads and understand their mortgage requirements (new purchase, refinancing, or cash-out) • Compare mortgage options and recommend the most suitable solutions • Advise customers on the overall property purchase and financing process • Support customers through the application journey until approval and loan completion • Review loans nearing the end of their lock-in period and advise on refinancing opportunities • Achieve monthly mortgage revenue targets and identify opportunities to maximise lead potential • Liaise with bankers on rates and promotions as needed • Ensure strict adherence to compliance, regulatory requirements, and internal policies

• Engage effectively with customers to process renewals on-time • Negotiate favorable renewal terms and identify contract value opportunities • Collaborate with internal resources to develop renewal strategies • Maintain an accurate forecast of renewal risks

• Serve as the main point of contact for school districts, primarily via email (routing, dispatch, and customer service inquiries) • Process change requests, including student additions and removals, in a timely manner • Maintain and optimize transportation routes for efficiency • Build quotes and conduct route analysis • Manage and update calendars, including holidays, early dismissals, and emergency weather updates • Perform accurate and timely data entry

• Serve as a strategic clinical voice across Periop and PCC product lines. • Leverage expertise in pre-anesthesia testing, perioperative nursing, and clinical workflow design. • Partner with clinical directors to ensure product decisions reflect actual care practices. • Drive expansion through clinical insights and own clinical workflow design and signoff.