• Initiating contact with prospects through cold calls and outreach efforts. • Following up with prospects at various stages of the sales process to ensure their needs are addressed. • Effectively presenting and demonstrating the value proposition of products and services to potential buyers. • Analyzing data to identify trends and inform sales strategies. • Remaining updated on company offerings and industry developments. • Maintaining an organized database of contacts. • Cultivating enduring, mutually beneficial relationships with external stakeholders and internal teams to enhance the customer experience. • Addressing complaints and participating in negotiations. • Plus, other work related tasks as needed.

• Perform telephonic comprehensive medication reviews • Update patient profiles based on information gathered during the review • Discuss any Drug Therapy Problems to optimize patient’s drug therapy • Work with multidisciplinary team to enhance software • Complete at least 2 CMRs per hour • Assist Clinical team in meeting proficiency and quality goals

• Responsible for processing assigned requests for medical records in a timely, efficient manner while ensuring accuracy and the highest quality service to healthcare clients. • Safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information. • Process primarily Continuing Care and Disability Determination Services requests; cross-training on other request types as supervisor deems appropriate. • Complete Release of Information requests daily, prioritizing requests based on turnaround timeframes. • Validate requests and signed patient authorizations for compliance with HIPAA and established procedures. • Perform Quality Control checks to ensure accuracy of the release. • Document in ROI software all exceptions, communications, and other relevant information related to a request. • Alert supervisors to any issues that may delay the timely release of records. • Carry out responsibilities in accordance with VRC and healthcare facility policies.

• Provide administrative and clerical support to Loan Originators and Branch Managers throughout the mortgage loan process. • Gather borrower documentation, prepare files for underwriting, maintain records, coordinate communications, and assist with marketing and referral activities to ensure a smooth borrower experience. • Collect, organize, and verify borrower documentation (e.g., paystubs, W-2s, insurance forms) as directed by a licensed MLO. • Assist in preparing loan files for underwriting submission by assembling documentation, ensuring completeness, and performing data entry into loan origination systems, without providing recommendations or credit decisions. • Communicate with borrowers and third parties (such as title companies, appraisers, and insurance providers) to obtain missing documents or status updates, following instructions from a licensed MLO. • Maintain borrower records and update CRM/loan origination systems (e.g., Encompass, Surefire) with accurate data to support licensed MLO workflow. • Coordinate scheduling of borrower and referral partner appointments on behalf of Loan Originators/Branch Managers. • Prepare standard loan-related documents and correspondence (e.g., disclosures, closing packages, letters, status updates) for review and delivery by a licensed MLO. • Track and monitor loan pipeline reports to ensure files are current, escalating discrepancies to licensed MLOs for review. • Request additional items needed to satisfy underwriting conditions as directed by the MLO, without interpreting or determining sufficiency of those items. • Facilitate borrower communication regarding loan file status (e.g., 'your appraisal is scheduled','we still need a copy of your homeowner’s insurance') without discussing or explaining loan terms. • Support marketing and referral partner engagement activities such as preparing marketing kits, coordinating social media content, scheduling events, and maintaining contact databases, under the direction of licensed MLOs. • Assist in handling inbound inquiries by routing borrower questions regarding loan programs, terms, or eligibility directly to licensed MLOs. • Follow up on outstanding borrower documentation requests by phone, email, or secure portal, without providing advice or eligibility determinations. • Generate, organize, and track sales/marketing leads in company CRM systems, ensuring leads are routed to licensed MLOs for follow-up. • Provide general administrative support, including document scanning, file management, supply ordering, and correspondence distribution. • Perform other administrative duties as assigned, provided they remain clerical or supportive in nature and do not involve offering or negotiating loan terms.