• Sells and originates residential mortgage loans to sales goals • Takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans • Meets with Prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources • Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs • Guides Customers through the mortgage application process • Explains information required and other aspects of the loan process to Customers • Ensures applications are completed accurately and contain required information and supporting documentation • Manages Customers expectations regarding processing times and closing dates • Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines • Communicates loan decisions directly to Customers and explains any additional information needed

• Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines • Takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans • Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs • Guides Customers through the mortgage application process • Manages Customers expectations regarding processing times and closing dates • Generates referrals for mortgage sales opportunities • Communicates loan decisions directly to Customers • Develops knowledge of current industry practices and trends by learning from more experienced sales personnel

• Reach out to patients through lively phone calls, vibrant emails, and engaging text messages to share all the amazing services and resources available to them. • Become a scheduling maestro! Craft seamless appointment and follow-up plans to ensure every patient gets the care they deserve, making their journey smooth and stress-free. • Transform feedback collection into an exciting adventure! Use creative surveys and fun follow-up chats to uncover patient experiences and insights that will help us elevate our services to new heights. • Team up with healthcare providers like a dynamic duo! Share insights and brainstorm solutions to meet patient needs, creating a unified front that truly cares for our community. • Maintain sharp and accurate records of outreach efforts and patient interactions in our database, ensuring that every detail is noted with precision and flair! • Dive into the creative process! Help design eye-catching outreach materials and develop innovative strategies that truly resonate with patients and inspire engagement. • Lead the charge in training and supporting Patient Champions! Review their calls and documentation with enthusiasm and offer valuable feedback to help them shine and make a real difference. • Stay ahead of the game! Immerse yourself in the latest company services, policies, and healthcare trends, becoming a go-to resource for accurate and exciting patient information. • Embrace your role as a confidentiality superhero! Adhere to HIPAA standards with diligence, ensuring patient information is protected while fostering trust and security. • Bring joy to the workplace! Celebrate every success, big or small, and cultivate a positive atmosphere that keeps everyone motivated and excited about the impactful work we do.

• Mentor assigned Account Resolution Specialists (ARS), providing continuous feedback to promote improved productivity and effectiveness of their work efforts. • Serve as the first point of escalation for difficult or unresolved accounts. • Assist in assigning daily work to team members based on priority, complexity, and individual skill sets. • Review, approve, and post adjustments as necessary. • Ensure timely follow-up on assigned accounts and adherence to payer guidelines while meeting established performance expectations. • Handle accounts requiring advanced payer knowledge, contract review, and multi-step resolution processes. • Submit claims in accordance with Federal, State, and payer guidelines. • Research, analyze, and resolve claim errors and rejections, ensuring accurate corrections are made. • Minimize claim denials and returns due to controllable errors by ensuring correct submissions. • Stay current with payer updates and process changes for precise claim management. • Investigate, follow up, and collect on insurance accounts receivable, escalating stalled claims as necessary. • Verify accounts for accurate liability and payer balance. • Communicate payer-specific issues to the team and management. • Lead and contribute to daily shift briefings. • Support onboarding new hires. • Perform additional assigned tasks as required.