• Build the initial claimant relationship and confidence in our firm with every prospective claimant interaction • Engage in 150 – 200 calls per day in a professional inbound/outbound call center environment • Consistently build the claimant relationship and confidence in our partners firms with every claimant interaction while proactively contacting claimants to ensure the relationship is maintained • Solve problems and maintain confidentiality • Keep updated records and detailed documentation of claimant interactions, concerns, and complaints in a paperless database system • Use good judgment to discern what issues may be urgent and need a manager’s or director’s attention immediately • Be expected to meet occupancy and adherence goals

• Conduct structured virtual eligibility assessments with patients and caregivers to confirm SSI/SSDI eligibility and gather the information needed to move applications forward • Request, compile, and review medical records from relevant providers, and prepare medical summary reports for submission to the Social Security Administration (SSA) and Disability Determination Services (DDS) • Submit completed applications to the SSA and DDS, and serve as the designated SSA Representative for patients without legal representation • Manage ongoing weekly outreach calls with patients to provide status updates, address questions, and keep the application process on track • Coordinate with Patient Enrollment Specialists and Health Coaches to support patients who need additional engagement or care coordination touchpoints • Handle administrative responsibilities associated with the program, including PO box management and documentation tracking, with accuracy and follow-through • Leverage AI-assisted tools to support records review and medical summary writing, with a clear understanding of when to verify outputs and how to use these tools in a HIPAA-compliant manner • Partner with internal teams to flag workflow gaps, share patient insights, and contribute to the continued development of scalable, compliant benefits enrollment processes

• Relationship Management: Proactively communicate with a pipeline of borrowers, ensuring they have a clear understanding of their loan terms, servicing processes, and post-closing responsibilities. • Project Support: Monitor project progress from the borrower's perspective and provide support for challenges like project delays or budget overruns. • Issue Resolution: Investigate and resolve all post-closing borrower inquiries and disputes related to servicing, payments, and loan modifications. Advocate for the borrower's needs internally, escalating complex issues to management as needed. • Payment & Account Assistance: Help borrowers understand their statements, payment schedules, and online portal access. Address questions related to interest accrual, principal reduction, and payoff statements. • Default Prevention: Proactively reach out to at-risk borrowers to prevent loans from defaulting. Collaborate with servicing and compliance teams to develop and implement default prevention strategies. • Internal Collaboration: Work closely with cross-functional teams (e.g., servicing operations, special servicing, payment operations, construction) to ensure a cohesive borrower experience. Provide feedback on common borrower challenges to improve processes and represent the borrower's perspective in internal meetings. • Communication & Education: Provide clear and concise communication regarding loan status, draw disbursements, and payment reminders. Educate borrowers on best practices for managing their projects post-funding and develop helpful resources like FAQs. • Documentation: Accurately document all customer interactions in the system of record.

• Assist clients in navigating healthcare, elder care, and community support systems • Provide education and guidance regarding healthcare services, benefits, care options, and available resources • Support clients and family members in understanding healthcare processes and advocating for their own care needs • Research and identify appropriate resources, referrals, and support services based on individual client circumstances • Maintain accurate documentation of client interactions and resource recommendations • Communicate effectively with clients, healthcare providers, community agencies, and other stakeholders while adhering to confidentiality requirements • Collaborate with internal teams and external organizations as needed to support client outcomes