• Report loan activity records accurately and on time to Investors. • Perform monthly reconciliations in accordance with investor requirements. • Maintain remittance schedules and ensure the timely delivery of funds. • Apply amortization schedules to loan data for proper reporting. • Collaborate with internal departments and understand the impact of servicing events on reporting. • Utilize internally developed systems and tools in order to perform root cause analysis • Use Excel (including VLOOKUPs, pivot tables, and basic formulas) and Google Workspace tools to manage reporting data. • Other duties as assigned

• Process stock plan transactions including plan setup, participant account reviews, reconciliations, and issue resolution • Support equity transactions related to RSU vestings, ESPP events, option exercises, and 10b5-1 instructions • Initiate and monitor DWAC and DTC transfers while coordinating with clearing firms to ensure accurate settlement • Reconcile trade executions, allocations, and participant accounts across multiple platforms • Research and resolve operational, trading, and account-related exceptions • Partner with internal stakeholders to support stock plan trading activities and operational readiness • Support audits, compliance requests, process improvements, and daily service activities to deliver an exceptional client experience

• Educating identified members about programs available to them to promote wellness • Scheduling appointments with our nurses and coaches or scheduling them in a group coaching event • Educating members on their company sponsored incentives and reviewing progress towards meeting their incentives. • Assisting members with portal questions (password resets, registering, navigation, filling out health assessments) and promoting the mobile app • Providing a positive member experience reflective of the CVS values. • Connecting with the members through inbound and outbound phone calls

• Support the delivery of all required start-up contracting activities for selected sponsors, studies or multi-protocol programs as determined by either the agreed algorithm or the Sponsor’s requirements, including pre-award activities. • Develop simple investigator grant estimates and proposal text to support the proposal development process. • Utilize and maintain contract and budget templates and contracting systems, tools, processes, and training materials for selected sponsors, studies or multi-protocol programs according to the Scope of Work and Project Plan, within the agreed project strategy. • Ensure collaboration, including communication with sponsors, stakeholders, and RSU regions and countries, to successfully deliver the agreed project scope in compliance with sponsor requirements and/or the RSU Management Plan. • Provide specialist operational and financial contracting support to facilitate efficient business development and initiation and maintenance of clinical trials, whilst enabling compliance with regulatory requirements. • Assist in the creation and/or review of core scientific, technical, and administrative documentation to support business development and enable study initiation and maintenance, as required. • Contribute to the collection, interpretation, analysis, and dissemination of accurate contracting intelligence to support assigned studies and the wider company, as required. • Ensure overall contracting efficiency and adherence to project timelines and financial goals; report contracting performance metrics and out of scope contracting activities as required. • Comply with contract management and quality standards. • Provide administrative and operational support to investigator site contract analysts, managers, and directors as required. • Ensure accurate completion and maintenance of internal systems (with emphasis on CTMS), databases, tracking tools, timelines and project plans.