• Responsável pela satisfação do cliente, promovendo a melhoria contínua e o desenvolvimento das contas de sua carteira; • Entender os objetivos dos clientes e como eles reconhecem o valor dos serviços prestados pela Empresa; • Construir e manter relacionamentos fortes, buscando se posicionar como “trusted advisor” dos clientes; • Avaliar e identificar oportunidades de melhorias na operação dos clientes ou oportunidades de novos negócios; • Responsável pelo controle dos custos do ongoing, nas contas de sua responsabilidade, visando garantir a margem necessária para continuidade do negócio; • Realizar apresentações financeiras e de recomendações técnicas para soluções de melhoria nos ambientes dos clientes.

• Prepare and review CDs, loan documents and escrow instructions to ensure compliance with federal, state and investor guidelines. • Coordinate with title companies, escrow agents and borrowers to facilitate the closing process. • Ensure all loan closing packages meet compliance standards. • Verify final loan terms, fees and funding details before closing. • Collaborate with processing, origination and post-closing departments • Prioritize assignments and schedule workload to meet critical deadlines with ability to manage a high volume of loan activity with a high degree of accuracy • Proactively maintain loan pipeline, tasks and objectives • Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun

• Support and educate clients as they work through the intake process and finalize their loan closing • Ensure all initial application data and documents are accurate and complete before submitting to Processing • Act as primary point of contact and set clear client expectations on timelines and requirements • Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements • Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation • Ensure that all loans originate in full compliance with federal and state regulations • Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun

• Execute planning, coordination, and delivery of experiential, mentoring, and coaching programs to ensure consistent, high-quality implementation • Lead end-to-end project management initiatives within the PM Development portfolio • Own and maintain master program trackers, calendars, rosters, templates, and communications • Manage volunteer interest pipelines to ensure adequate resourcing and alignment with program needs • Drive continuous improvement by benchmarking against industry best practices and applying feedback, data, and evaluation insights • Provide ad-hoc operational support, as needed, to include assistance in scheduling, logistics, event coordination, and follow-up activities • Ensure all deliverables reflect and uphold the PM Development team’s reputation for excellence • Travel, up to 20%, to participate in domestic business engagements