• Conducting credit risk assessments on loan portfolios within Raymond James Bank and TriState Capital Bank • Review loans based on risk assessment findings as part of the Bank’s continuous monitoring program • Evaluate loans for adherence to the Bank’s credit underwriting standards, policies, procedures, guidelines and regulatory requirements • Develop quantitative analysis to assess credit risk at the portfolio level • Perform independent loan reviews to evaluate the creditworthiness of the borrower • Analyze financial statements to ensure risk rating is appropriate • Discuss deficiencies and identified weaknesses with loan officers and managers

• Support the lifecycle management of cybersecurity and compliance offerings, including ideation, design, refresh, packaging, launch, enablement, sustainment, and retirement activities. • Partner with offering leadership, practice leaders, and solution stakeholders to standardize services into repeatable components, tiers, variations, and SKU-ready structures that improve scalability and consistency. • Own day-to-day coordination of offering initiatives, including intake tracking, status reporting, meeting preparation, follow-up actions, and documentation of decisions across offering governance forums and portfolio workstreams. • Create and maintain go-to-market sales collateral, including proposal materials, datasheets, whitepapers, standard presentations, catalogs, and other enablement content that clearly articulates Coalfire's value to clients and the field. • Perform competitive analysis and pricing support for Coalfire offerings to inform packaging, list pricing, margin targets, and growth strategies for enterprise-level clients. • Support pre-sales activities, including client meetings, solutioning discussions, and cross-functional RFP responses, ensuring offerings are positioned clearly and scoped consistently. • Stay current with emerging security threats, industry trends, and client demand patterns, and proactively recommend updates to offerings, messaging, and portfolio priorities. • Partner with senior leadership and cross-functional teams to improve scoping, quoting, and contracting workflows, including cost case optimization, standard scope definitions, and SOW content inputs. • Support the development of new threat-focused services, including initial research, offering design, pricing inputs, staffing assumptions, collateral development, partner coordination, and internal enablement.

• Supports Commercial Loan Officers in the management of existing commercial credit relationships and partners with the Commercial Loan Officers in support of new relationships. • Serves as the primary point of contact for existing borrowing relationships. • Partners directly with the commercial lending team to ensure timely annual reviews, document performance against covenants and conditions, and assists CLO in monitoring and developing action plans for deteriorating credit relationships (i.e., watchlist reports, problem loan status reports, etc.). • Collects updated information, analyzes data, and creates periodic loan review memorandums with risk upgrade or downgrade recommendations with assistance from the CLO, as needed. • Creates, coordinates, and reviews annual review memorandums, property inspections, and commercial real estate evaluations for accuracy and further approval recommendations. • Underwrites, structures, and helps document new loan and modification requests for existing client relationships above a designated threshold; generally the most complex and largest credit relationships and circumstances (i.e., C&I, construction, etc.). • Manages relationships with loan participation partners and provides research and underwriting for new participation loan requests. • Seeks cross-sell opportunities and directs members to other services and products offered by the credit union to meet the needs of the business relationship. • Performs all due diligence required including the review of financial, entity, legal and other documents prior to credit submission to protect credit union resources. • Supports the CLO in the management of the assigned portfolio by monitoring performance and trends, proactively defining credit relationship solutions, identifying issues and developing remediation, underwriting and providing credit approval recommendations as designated. • Supports the CLO in developing and maintaining special reports as needed for commercial lending team to monitor risk, realize opportunities, and aid in department and portfolio allocation and management. • Helps support and train Commercial Portfolio Managers with financial spreads, credit memorandums, annual reviews, and loan documentation. • Assists in ensuring the department adheres to all state/federal regulations, policies, and procedural guidelines. Provides feedback to commercial lending policy and procedural updates and revisions, as required. Remains current on industry, market trends and changes to regulation. • Acts as a backup for the Commercial Credit Manager when needed. • All other duties as assigned.

• Lead and administrate the SME organization • To fully understand business requirements, scope of work and ERP knowledge by the assigned functional area • To ensure current business processes are effectively supported by ERP • To ensure the functional requirements are configured with opportunity for future enhancement • To provide ERP training for end users • Analyze process gaps and establish best practice with site, regional and global team leads • Ensure business processes with major deviation from Corporate business practice are documented and finalised via closed loop processes/procedures • Ensure functional training materials for end users are properly structured and well delivered in the training sessions • Ensure end users are being trained and are prepared for new ERP system • Ensure business scenarios are well evaluated during integration testing with related functional area • Ensure co-ordination of data clean-up and data mapping are effectively validated in the new system • Ensure smooth implementation with no interruption to business towards go-live schedules • Participate in ERP upgrades and co-ordinate global enhancement of ERP • Coordinate necessary revision classes to gear up system knowledge for related end-user