• Independently review and interpret company policies to make decisions on matters of regulatory compliance, investor guidance, and customer impact in regard to loan boarding and servicing transfers • Independently work with stakeholders including the Executive, Product, Data and Design teams to support their boarding data needs to ensure Cornerstone’s ability to perform loan servicing • Identify, design, and implement internal process improvements including re-designing infrastructure for greater scalability, optimizing data delivery, and automating manual processes • Manage incoming loan transfers and origination processes including process documentation (i.e. checklists, transfer instructions, etc.) • Responsible for exercising discretion in mapping, coding, and formatting data system files and customer information for loan boarding processes • Develop loan boarding applications for data integrity and timing purposes • Oversee third party vendors integral to loan-boarding processes • Perform project management role • Perform other job-duty-related issues as assigned

• Own day-to-day administration, configuration, and optimization of Salesforce CRM • Translate business requirements into scalable Salesforce solutions (objects, fields, flows, validation rules, automation) • Build and test enhancements in sandbox environments and manage releases to production • Design and improve GTM workflows (lead routing, pipeline stages, forecasting logic, approvals) • Ensure data integrity, governance, and system scalability as the business grows • Partner with RevOps, Sales, and Marketing to continuously improve system usability and adoption • Identify gaps in current GTM systems and proactively implement improvements • Support tooling and system integrations across the GTM tech stack • Partner with stakeholders to standardize and scale processes across Sales and Revenue teams • Partner with Finance and GTM leadership to deliver insights that inform decision-making

• Own the end-to-end process of evaluating, scoping, and onboarding new data sources into H1's platform. • Lead structured evaluation of new data sources from scratch — assessing schema, coverage, freshness, legal constraints, and fit against H1's product needs before any engineering work begins. • Own field mapping from source to H1's bronze/silver/gold layers, producing data dictionaries, entity definitions, and structural guidance for downstream teams. • Partner with engineering and Data Lake to define ingestion requirements, entity resolution rules, and refresh cadences for new sources. • Gather requirements from client-facing teams and translate them into integration specifications; serve as the authoritative voice on what a new source can and cannot deliver before product commitments are made. • Shepherd each source end-to-end: scoping → QA → entity matching → product launch, including product QA and communicating source capabilities and limitations to product and enablement partners. • Work with the Insights team to develop new taxonomies and QA mechanisms for novel data types. • Define acceptance criteria and lead QA validation including field-level fill rates, count comparisons, and cycle-over-cycle anomaly detection. • Investigate and resolve data quality issues post-integration, coordinating with DART and engineering as needed. • Hand off to the maintaining team with complete mapping documentation; you own onboarding, not ongoing maintenance. • Produce and maintain documentation other people actually use — across scoping assessments, field mapping specs, and post-mortems.

• Support the execution of analytics initiatives across Technical Operations. • Identify opportunities for operational improvements, cost optimization, and performance tracking. • Develop and maintain dashboards and reporting solutions, ensuring data accuracy, usability, and alignment with business needs. • Generate actionable insights and support the creation of presentations and business cases for stakeholders. • Work with business and IT teams to extract, transform, and analyze data from multiple sources. • Participate in cross-functional projects, supporting deliverables, timelines, and coordination across teams. • Assist in the development and standardization of KPIs, metrics, and reporting frameworks.