• Work within a Bank-Channel specific region(s) to play a pivotal role within the Sales team, providing sales support from transaction identification to closing. • Oversee all administrative activity for the Region team, including transaction inputs, review of pricing and rate locks, proposal generation, asset management request, and providing the KEF credit submission form for Bank underwriting. • Review credit approvals prior to completion to ensure accuracy of all transaction variables. • Establish relationships with client operations staff to ensure complete and accurate documentation submittals through the collection of invoices, proof of payment, insurance, required UCC releases and other factors as identified. • Participate in cross functional activities and act as a liaison between clients and internal stakeholders (credit, asset management, pricing, contract/account managers, bankers, etc.) for transaction structuring and submittals through the entire sales process to closing.

• Owns the operational execution of feasibility - ensuring surveys are launched, tracked, and analyzed efficiently while supporting Study Leads with data, site coordination, and timeline management to drive informed site selection • Serves as a point of contact for internal Sarah Cannon departments, physician leaders and staff at SCRI strategic sites, Contract Research Organizations, and pharmaceutical companies for feasibility • Consults with study team members on key feasibility questions for clinical trials • Builds feasibility survey within system, launches feasibility to sites recommended by therapeutic development and lead management, tracks site responses, follows up with non-responders and documents within systems • Creates and maintains training for INSITE feasibility process and reviews SOP and/or work instructions • Works with research site operations to make sure site capability spreadsheet is updated due to site responses to feasibility • Tracks and enters numerous data points within Veeva Clinical, Veeva Site Connect, Veeva Site Vault and USON CTMS • Creates and maintains Veeva CLR Vault for Clinical Review Process • Creates initial Veeva Site Connect and Veeva Site Vault for all SCRI sites • Hosts call, sends out agenda and minutes to members of the team • Creates and shares feasibility metrics/reports with leadership • Ensures the appropriate stakeholders are informed of key site feasibility changes and issues are escalated to stakeholders appropriately • Adheres to professional communication standards and SOPs for feasibility • Serves as backup to study coordinator 2 with lead management inbox • Other special projects as needed

• Help recruit top talent for various positions • Partner with hiring managers to manage multiple requisitions • Conduct full-cycle recruitment duties including sourcing, screening, scheduling interviews, and making offers • Ensure a seamless transition from candidate to employee experience • Support all talent acquisition functions for Mexico, US, and Canada open roles

• Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives. • Building and maintaining productive relationships with internal and external customers, including clients, underwriting and service teams, and agents • Research applicable coverage for our insureds. Document coverage dates, limits, and restrictions • Identify and resolve any potential coverage questions. Draft reservation of rights and coverage denials for review and approval by their Supervisor/Manager • Investigate facts of the loss by securing statements and supporting documentation such as contracts, cost of repair estimates, expert reports, photos, correspondence, etc. • Document activities in writing within claim files • Exercise judgment in applying legal liability to assigned claims and will have settlement authority up to their specific authority, which may vary from carrier to carrier. • Assign defense counsel to answer and defend lawsuits where appropriate. Monitor and direct defense counsel, independent adjusters, and experts. • Identify claims with potential exposure in excess of authority and advise their Supervisor/Manager • Evaluate, set, or recommend reserves for each file they are handling. • Prepare written reports as dictated by company policy and procedures. • Handle claims within guidelines of the Fair Claims Practices 790.03 • Provide insureds, claimants, underwriters, and carriers with regular updates on status of file handling. • Discuss unique and complex files with Supervisor/Manager