Role Description Provides administrative and customer/client support to assigned department or team. Reports to Supervisor/Manager. - Set up, prepare and/or update assigned documents, files, databases according to departmental procedures. - Receive and respond to inquiries or requests for information from internal partners and external agencies or vendors. - Review documents, reports, presentations, files, and other written materials for accuracy and completion. - Prepare and maintain timelines and task assignments for assigned projects. - Answer calls/emails from clients or customers, researching and resolving issues as appropriate. - Update and maintain tasks and activities in required databases. - Ensure all documentation is completed or updated timely and accurately and is scanned, logged, filed, stored, or preserved in accordance with organizational guidelines. - Successfully complete annual regulatory compliance training. - Additional duties as assigned. Qualifications - High school diploma or equivalent - 5+ years providing administrative support in a fast-paced environment. - 3+ years’ experience in mortgage servicing, real estate, or applicable field - Strong PC skills, including Microsoft applications and loan servicing platforms. - Good writing skills, including spelling, grammar, sentence composition, and proofreading. - Effective verbal and written communication skills with demonstrated ability to always interact in a positive and professional manner with all levels of both internal and external audiences. - Ability to handle confidential information with discretion and professionalism. - Ability to effectively multi-task and prioritize duties in support of multiple simultaneous projects. Requirements - Suspense: Review and maintain No Master Suspense reports to ensure funds are processed or returned. - Drafting: Set-up loan on ACH Drafting; Handle changes/deletions that are requested by client. - Clerical/Service Release Team: Printing and organizing loan documents to forward to new servicers; Matching/scanning letters and checks; Assists with mailing department letters. - Payoff Team: Pull/prepare daily payoff wires received from DMI’s financial institution for processors to complete daily; Balance daily wires received; Process wire returns; Scan payoff shorts to appropriate servicing area; Assist Payoff Team as needed. - NSF Team: Process daily returns as well as notes to loans; Initiate wire transfers from/to NSF Clearing Bank Account; Prepare and print daily NSF Notices; Balance and save daily back up in NSF Folder; Additional job duties as assigned. Benefits - Medical, Dental, Vision, Wellness, Flexible Spending Account, and Employee Assistance Program and more. - Employer paid Life Insurance, Short Term Disability, and Long-Term Disability. - 401 (K) Plan with company match - Paid Vacation, Sick, Personal and Holidays

• Collaborates with management and Team Lead to drive process enhancements and contributes to the execution of departmental and company strategies • Acts as a point of contact for IRB customers and provide exceptional customer service to enhance the client experience • Demonstrates comprehensive understanding across various IRB processes and submission requirements • Proactively supports the clients, both internal and external, by assisting in a variety of tasks • Ensures timely responses to customer inquiries

• Assist the Client Development and Partnership teams with drafting, reviewing, and tracking proposals and contracts. • Coordinate and schedule demos, webinars, and on-site client presentations. • Order and manage swag, marketing materials, and give-aways for client meetings and events. • Follow up with brokers, prospective clients, and partners regarding proposals and next steps. • Provide timely updates and reminders to ensure the BD team stays on track with deliverables. • Liaise with the Client Success team to support smooth client onboarding and implementation after a deal is secured. • Maintain accurate records in the CRM system, ensuring all proposals, follow-ups, and client interactions are documented. • Assist with administrative and organizational tasks as needed to support overall Client Development and Partnership operations. • Assist with any other duties as assigned by Leadership .

• Handle and respond promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information • Utilize appropriate systems and databases to enter client or claimant information and or retrieve information • Maintain daily contact with the QA department regarding workflow and pending report status • Contact providers for assignment and update database • File and archive open and closed cases • Verify all client information is current in the database and all client specific guidelines and or rules or information is documented in the system • Work independently and in partnership with other team members to ensure that questions are addressed, documented and cases are returned in a timely fashion • Direct calls to other departments as needed • Perform various clerical duties such as typing, filing, emailing, and proofreading • Assist in resolution of customer complaints and quality assurance issue • Notify management of any report issues or concerns • Ensure all practices are carried out in accordance with state and federal safety and legal regulations • Perform other duties as assigned