- Reviews cases prior to funding - Ensures all funding procedures are followed for each case - Reviews contracts - Sends cases back for rework when needed - Run identity checks, bankruptcy checks and MLA (Military Lending Act) reports - Schedules payments to go out via Western Union, ACH, check, wire or through our 3rd party vendor Kyck Global

• The ROI Processor is responsible for efficiently and accurately processing all release of information (ROI) medical record requests while maintaining the highest level of patient confidentiality. • Process all medical records requests in primary account whether standard or audit request. • Responsible for accurately verifying all data as it is listed on the medical record release. • Communicate any issues regarding the account to their direct report. • Maintain up to date knowledge of all accounts to ensure accurate processing. • Maintain daily production numbers. • Responsible for keeping account current to ensure we remain compliant. • Must comply with our company privacy and security policies as well as all federally mandated HIPAA regulations. • Required to attend mandatory meetings and trainings, work scheduled overtime with minimal notice, and perform other duties as assigned per business needs.

• Accurately record and post DB payments in AMS360 • Maintain detailed documentation and reporting for audit and compliance purposes • Reconcile carrier DB statements and resolve discrepancies • Pull statements from carrier websites • Monitor accounts to ensure timely processing and posting of all transactions • Act as a liaison between carriers, clients and internal staff regarding billing matters • Timesheets submitted daily and all-time entries include detailed notes • Keep an accurate record of time spent on each task using timers • Non-billable admin time should be 10% or less than the total time worked • Attend/participate in all required meetings • Clock in/out according to policy • Find opportunities to prevent loss to Angela Adams Consulting and Angela Adams Consulting Clients • Plan, coordinate, and organize work effectively • Adhere to Angela Adams Consulting core values • Adhere to Angela Adams Consulting employee guide – maintain confidentiality, limit absenteeism, communicate schedule changes with the manager • Update individual performance plan monthly to achieve your own goals and track your own results • Complete assignments on time • Assist other employees during uneven workload • Work as part of the team and cooperate with others

• Process 1st and 2nd mortgage applications and preparing the physical file for the underwriter. • Process FHA, conforming, and non-conforming loans. • Accurate and timely delivery of RESPA/TIL documents to potential Borrower(s). • Order and follow up with vendors for proper appraisal, title, closing, flood, etc. • Follow up with Loan Officers and Borrower(s) to obtain any required additional loan documentation. • Update Borrower(s) profiles and applications. • Update and validate DU and LP findings.