• Monitor individual pipeline and identify estimated monthly closing production • Timely review and submission of all file documents in the required format for underwriting review • Follow up on all necessary ordered services • Follow up with clients as necessary to obtain documents or answer processing related questions • Stay up to date on agency guidelines, internal underwriting/processing procedures and Company policies • Assist various departments in closing, post-closing or funding issues • Timely review and submission of all TRID Changed Circumstance requests to ensure re-disclosures requested are submitted in compliance • Stay up to date on all applicable compliance regulations

• Conduct online “Video Visits” with health plan members, working in a private space with adequate internet connection • Provide 40 hours of availability weekly, consistently providing 320+ capacity units per month • Execute a strong visit completion rate, consistently pacing 220+ completed visits per month • Maintain active state licenses in coverage areas • Be trained and credentialed for all health plan clients and lines of business in primary coverage state(s) • Consistently engage with regular manager, team and clinical meetings • Be accountable to Signify Health operational, clinical, and member experience key performance indicators and metrics

• Documenting Patient Encounters ~ 80% • Joining the provider in the exam room to observe patient visits • Documenting patient encounters in a structured note, including the history of the present illness, assessment, plan, and physical exam • Assigning appropriate CPT and ICD-10 codes • Preparing After Visit Summaries • Consulting with provider to ensure accurate and specific documentation • Clinical Documentation Improvement ~ 10% • Requesting and reviewing medical records • Leveraging Oak Street's population health tools to support clinical documentation improvement • Preparing for and supporting Daily Huddles and Clinical Documentation Reviews • Consulting with provider on clinical documentation opportunities • Administrative support for your provider and care team ~ 10% • Placing orders and referrals • Addressing tasks • Supporting the care team with additional responsibilities related to clinical documentation • Other duties as assigned

• Manage inbound notifications related to transitional care events from payer, vendor, facility, and other sources • Conduct outreach to inpatient and post-acute facilities to obtain information, such as admission & discharge dates and discharge plans • Request and obtain medical records, routing documents to clinical staff for review, and uploading documents into electronic medical record platform • Conduct outreach to patients to schedule and confirm post-discharge appointments within the electronic medical records platform • Coordinate with care team, facility, payer, and community-based organizations to ensure patients' transitional care needs are met • Other duties as assigned