• Develop a deep understanding of CVS Specialty processes and learn how customer service impacts a patient’s journey from order to reimbursement for services • Helping patients to navigate complex billing and reimbursement processes to assure efficient and timely billing and reimbursement for services • Build a trusting relationship with patients by engaging in meaningful and relevant conversation • Manage difficult or emotional situations, responding promptly to patient needs, and demonstrating empathy and a sense of urgency when appropriate • Accurately and consistently document each interaction in the appropriate Revenue Cycle system • Record, review, and take next steps to follow-up and resolve patient concerns • Gather and examine patient information to determine eligibility for payment plans • Meet call center metrics that include call volume and call quality • Use technology to effectively liaison with other departments across CVS Specialty • Demonstrate an outgoing, enthusiastic, professional, and caring presence over the telephone

• Facilitate communication between our approved brokers and Quontic wholesale team members in a responsive and timely manner to ensure that all closing deadlines are met for a best-in-class broker and borrower experience. • Collect and organize all necessary documentation, including P&L’s, wvoe’s, bank statements, and other financial records, from applicants and third-party sources. • Maintain regular communication with loan officers, brokers, and third-party vendors to provide updates on loan status, address inquiries, and obtain missing information. • Ensure all loan files are properly documented, organized, and tracked in the loan origination system, adhering to bank policies and compliance standards. • Prepare and submit completed loan packages to underwriting for approval, including reviewing conditions and addressing any outstanding issues promptly. • Adhere to all federal, state, and local regulations governing mortgage lending, as well as internal policies and procedures, to ensure full compliance at all stages of the loan process. • Perform thorough reviews of loan files to identify and resolve potential issues or discrepancies, ensuring accuracy and completeness. • Provide exceptional customer service to borrowers, loan officers, and other stakeholders throughout the loan process, addressing concerns and inquiries promptly. • Identify opportunities for process optimization and efficiency gains, contributing to the continuous improvement of loan processing procedures. • Support and mentor junior loan processors, offering guidance and expertise to foster their professional development. • Perform special projects, and additional duties and responsibilities as required.

• Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk • Serves as main point of contact with the client and internal and external service partners • Participates in development and delivery of innovative products and/or services • Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to complex level of risk • Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts • Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts • Research and resolve issues related to control and client service aspects of assigned accounts • Work with external parties to structure and close GCM transactions in a timely manner • Complete various account administration activities of moderate to significant intricacy, complexity and risk • Participate, along with GCM Sales, in sales calls to current and prospective clients • Evaluate fees for suitability and conformance with fee schedules • Partner with Fee Billing to monitor and timely collect aged receivables • Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business • Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence • Represent GCM at transaction closings, attend and chair client meetings and presentations • Supervise and mentor others in their managerial group • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite • Complete other related duties as assigned.

Role Description We are seeking experienced and highly driven SLED Account Manager to expand our presence in Arizona, Texas, Florida, and strategic remote markets. This role is focused on building new relationships and closing opportunities with school districts, municipalities, public agencies, higher education, and healthcare organizations. This is not a generic telecom sales role. We are specifically looking for professionals who have successfully sold UCaaS, VoIP, or telecom services into the SLED market, understand procurement cycles, RFP processes, compliance, and long-term account development. The ideal candidate will be comfortable leading complex sales conversations, positioning high-value communication solutions, and building long-term strategic partnerships. What You Will Sell - 101VOICE UCaaS, VoIP, and Hosted PBX - SIP, mobility, and unified communication solutions - CCaaS and advanced call center solutions - Secure voice and infrastructure integration - ARVOS Push-to-Talk for critical and field communication across education, transportation, government, and public services Key Responsibilities - Develop and execute a territory strategy focused on SLED growth - Identify, qualify, and pursue net-new public sector opportunities - Build relationships with IT leaders, administrators, and decision-makers - Manage full sales cycle from prospecting through contract execution - Lead discovery, solution design discussions, and executive presentations - Maintain accurate CRM pipeline and forecasting - Collaborate with engineering, product, and leadership teams - Navigate RFPs, purchasing cooperatives, and procurement frameworks - Represent the company at industry events, conferences, and regional meetings - Expand and develop long-term customer accounts Qualifications - 5+ years of telecom, UCaaS, or cloud communication sales experience - Proven experience selling into State, Local Government, Education, or Healthcare - Demonstrated ability to generate and close net-new business - Experience managing complex, consultative sales cycles - Strong understanding of public sector buying processes - Track record of meeting or exceeding quota Preferred Experience - Background working with a telecom service provider, CLEC, or UCaaS company - Experience with public sector contracts, cooperatives, or framework agreements - Knowledge of E-Rate, CTF, or public funding models - Familiarity with MEDDICC, Challenger, or similar methodologies - Strong territory planning and account development skills - Experience selling critical communication or mobility solutions - Existing relationships in the SLED ecosystem Benefits - Award-winning, fast-growing company with national reach - Strong reputation in education and government markets - Differentiated portfolio including AI and mission-critical communications - Entrepreneurial culture with leadership access - Competitive compensation and growth opportunity - Ability to make a real impact in communities and public institutions