• Assume primary lead for the client upon client acceptance of proposal • Maintain and manage business opportunities with existing clients • Development of client agendas and slide presentations • Lead and/or support calls with client and LMR, faculty, and/or content experts regarding content and direction • Review and forward status/contact reports to client after each client contact • Develop project briefs and scope of work for clients and internal team members • Provide direction to support team on all aspects of project management to ensure client expectations are met or exceeded • Manage projects by utilizing approved internal project briefs, proposal templates, and budget tools • Collaborate with internal team on overall project plan, objectives, milestones, and deliverables • Function as internal team leader ensuring all members of the team work together smoothly and effectively • Mentor personnel at the Associate Account Executive, Account Executive, and/or Senior Account Executive levels • Conduct performance reviews, prepare development plan, and set goals for direct reports as applicable • Work with Client Services leadership and Strategy to help identify market opportunities that will further client business • Identify opportunities for organic growth within assigned accounts • Develop proposals, budgets, and reconciliations • Monitor budgets including direct costs, labor costs, fee, and out-of-pocket expenses to ensure team members/direct reports are managing assigned budgeted labor hours and direct costs

• Increase sales by establishing clinical surgeon champions with existing prospects as well as new potential customers to obtain their support of this capital project and obtain their assistance as an internal coach to establish regional show sites and expand upon this success. • Close orders by communicating with current prospects and new customer prospects to sell our existing products by creatively communicating its unique features & benefits. • Establish robotic programs in the region and drive utilization amongst the installed base. • Provide surgeon and other clinical feedback on existing products to Sales & Marketing Management for future system modifications and enhancements. • Achieve assigned orders and sales objectives. • Always represent THINK Surgical in a positive, professional manner and thereby the company and our product(s). • Provide THINK Surgical demonstrations on an as needed basis to potential surgeons, customers, and hospital personnel. • Attend various trade shows, seminars, and conferences to promote THINK Surgical products as the precision surgical instruments with 3D planning platform technology and open implant architecture.

Title: Patient Account Representative - PB Location: Canandaigua United States Job Description: Schedule: Full time, Days - Remote/hybrid available once fully trained. Must reside in the states of New York or Pennsylvania. Main Function: - Independently monitors and controls accounts receivables of third-party payers. - Reviews daily registration/referral processes within own payer area and coordinates with appropriate departments when necessary. - Run AR reports from monitoring of specifics. Reconciles accounts timely and accurate. - Communicates and resolves issues with internal and external customers regarding payer-specific requirements in registration, referrals, charges, and coding affecting the submission and payment of professional claims. - Maintains knowledge of payer regulations and all manual and electronic procedures in submission and remittances. Education: - High School Diploma or GED required. - Associates Degree preferred. - Medical terminology desired. - ICD-9/10 CPT coding experience is strongly preferred. Experience: - 2 to 3 years of previous medical billing experience is preferred. - Familiarity with all forms of payer claims by paper and electronic media is preferred. - Excellent public/patient relations and communication skills. - Skills in using Mainframe, Excel, and Word preferred. Salary range: $19.40 - $22.50 Starting pay: based on experience Thompson Health is an EOE encouraging individuals with disabilities, and veterans to apply.

Wholesale Lending Account Manager - New Jersey Market Fully Remote • New Jersey Market - NJ Overview Salary Range $60,000.00 - $90,000.00 Base+Commission/month Level Experienced Position Type Full Time About the Role Supporting Sales in the New Jersey Market Job Summary All Dart Bank team members take 100% ownership of their positions. They are proactive, flexible, courteous, and resourceful. They have a “how can we make this work” mindset and provide the best customer service possible. They are innovative and creative in meeting the needs of their position and in offering ideas and solutions that will be of benefit. They are excellent at prioritization and organization to ensure maximum customer satisfaction. Account Managers are self-sufficient, confident, and accurate decision makers. They work both independently and cohesively with others and foster a team environment. The focus of a Account Manager is to ensure accurate information while providing exceptional customer service. Maintaining an attitude of approachability and willingness to assist in troubleshooting with customers and Dart Bank departments as needed. They thrive in our ever-changing environment and take great pride in contributing to Dart Bank being an industry leader. Job Duties - General - Provides support and follow up on broker approval and set up process. - Reviews daily, weekly, monthly pipeline activity and maintain acceptable performance metrics as determined by Sales leadership. - Assist with developing a prospective B2B client pipeline. - Monitor rate lock expiration activity. Follow up and assist brokers with rate lock extensions and other pricing related questions. - Provide customer training on DartEdge, Dart’s wholesale customer portal. - Provide support to brokers on navigating the originations process including but not limited to the following: - Creating an application in the portal. - Requesting Initial Disclosures and changes of circumstance. - Submitting a loan to underwriting. - Submitting a condition review. - Assisting with appraisal orders, FHA Case numbers and transcripts. - Assisting with pricing and locking loans. - Answering general questions related to guidelines, scenarios and product. - Requesting a CD or Closing Docs. - Assisting with any post origination follow up as necessary. - Escalate issues to Client Services and appropriate operations management as required. - Follow appropriate escalation paths to resolve issues or complaints. - Maintain a working knowledge of Dart’s underwriting guideline, program guidelines, and regulatory compliance. - Maintain strong positive communication with all departments to develop cohesive working relationships. - Drive improvements/efficiencies with clients. - Sales Focus - Prioritize - Small to mid-size broker shops. - Active producing brokers. - Brokers closing 5-20 loans/month. - Track - Track and maintain lead information, including contact details, loan type, interest level, and communication history. - Schedule and manage follow-ups to ensure timely client outreach and engagement. - Update CRM systems or spreadsheets with accurate and confidential customer data. - Monitor lead progress and assist with reporting on client activity and follow-up status. - Other Duties - Maintain industry knowledge and enhanced expertise through training, industry publications, and lending bulletins. - Share ideas and best practices for success and serve as a peer mentor when called upon. - Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act. - All other duties as assigned. Essential Functions - Must be able to perform the essential functions of this position with or without reasonable accommodation. Qualifications - Education - Minimum Education Requirement: College degree or equivalent experience. - Experience - 5+ years of recent mortgage operations experience in mortgage client services. - Minimum of 5 years recent experience in mortgage lending. - Must be proficient with the mortgage loan process and programs. - Experience with Encompass and TPO Connect. - Experience within the wholesale market is preferred. - Knowledge of FNMA/FHLMC and FHA/VA programs. - Skills - Demonstrates reliability, consistency, and a strong commitment to meeting responsibilities and expectations. - Maintains strong organizational skills with the ability to manage tasks, priorities, and workflow efficiently. - Adapts effectively to changing priorities, fast-paced environments, and evolving business needs. - Exhibits strong time management skills with the ability to prioritize work and consistently meet deadlines. - Provides exceptional customer service through professional, responsive, and solution-oriented interactions. - Demonstrates computer proficiency and the ability to learn and navigate various software systems and applications efficiently. - Excellent verbal, written, and interpersonal communications skills. - Must be detail-oriented, organized, and disciplined. - Ability to learn quickly and apply that knowledge within a fast-paced team environment. - Ability to establish, maintain and grow relationships, whether local or remote, via face-to-face interactions, phone outreach, email correspondence, or other electronic forums. Supervised by - Wholesale Lending Regional Account Manager Supervises - None Who We Are Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most. We offer: - Medical Benefits - Dental - Vision - 401(k) Plan with Employer Matching - Employee Stock Ownership Plan (Profit Sharing) - Paid vacation & sick time - Flexible scheduling - Employee Assistance Program - Dart Bank University At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community.