• Manage multiple queues promptly and accurately • Verify and audit customer information in Salesforce • Support additional business functions with documentation auditing • Work with all departments that receive customer-related documentation • Ensure all correspondence/documentation is distributed and attached to customer records correctly • Follow standardized workflows as defined by management • Manage queue within Salesforce for duplicate auditing • Manage queue for physician verification • Manage consent verification queue and assign outreach task • Review voicemail bucket and assign to appropriate rep • Properly review faxes received and link to appropriate customer record • Validate Clinic Contract Assignments • Provide feedback to management team as needed.

• Reviews/re-underwrites pre-funded and post-closing files for credit quality, data integrity, and adherence to CMI credit policy and investor guidelines. • Provides feedback/recommendations via written management summaries on all loans reviewed. • Working with the business and identifies training needs and provide detailed analysis on any trends identified. • Identifies and document policy/process variations and work with Operations to provide both written and verbal feedback, and training/mentoring opportunities as needed. • Interfaces directly with all levels of internal originations and credit policy staff, as well as external customers (Correspondent lenders) to maintain excellent customer service while ensuring the quality/integrity of loans purchased/underwritten by CMI. • Assesses the level of risk associated with each loan on a transactional basis, forwarding referrals, as necessary, to the Fraud Prevention and Investigation Unit, Vendor or Collateral Risk Management, as well as the Repurchase unit. • Interfaces with Risk Management, Originations and/or Credit Policy staff, when applicable, or directed to resolve issues. • Performs other duties and functions as assigned. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• Own the global Accenture relationship at partner and C-suite level, building trusted relationships with Accenture's AI, cloud, data and industry practice leads • Define and execute a multi-year joint strategy that positions dbt + Fivetran as the default open data infrastructure layer within Accenture's enterprise AI delivery • Represent NewCo at Accenture's internal forums, client briefings, and industry events — articulating a compelling narrative around open data infrastructure and its relevance to Accenture's cost and productivity reinvention agenda. • Drive adoption of the dbt + Fivetran platform within Accenture's delivery teams — ensuring practitioners, solution architects and practice leads are certified, confident, and actively recommending the platform in client engagements • Work with Accenture's practice leadership to embed NewCo's platform into their business groups, standard delivery architectures, RFP responses and client proposals • Design and execute a frictionless enablement programme for Accenture practitioners globally — certifications, reference architectures, use case playbooks, and joint delivery assets • Partner with Accenture's marketing and alliances teams to develop joint go-to-market campaigns anchored to open data infrastructure and trusted AI delivery • Support Accenture in building and positioning client-facing agentic AI value accelerators with NewCo platform as the foundational data layer — the "NewCo inside" model • Source and develop new pipeline opportunities through the Accenture relationship — identifying client situations where open data infrastructure creates measurable value • Drive co-sell motions alongside Accenture account teams, ensuring NewCo is present and influential at the point of client opportunity • Maintain a rigorous view of Accenture-engaged pipeline — tracking opportunity sourcing, progression, and closed business attributed to the alliance • Define and track the signals that indicate a healthy, high-performing GSI relationship: certifications, sourced opportunities, platform deployments, practitioner engagement, and joint wins • Report regularly to the Global Head of GSI Relationships on alliance health, pipeline contribution, and strategic progress • Identify risks and gaps in the relationship early and mobilise internal resources to address them.

• Supports, configures, and optimizes Oracle Fusion Cloud modules (ERP, HCM, SCM) to ensure system stability and business process efficiency. • Responsible for application administration, troubleshooting, developing reports (OTBI/BI Publisher), and managing integrations. • Specializing in specific areas such as Finance (ERP), Supply Chain Management (SCM), Human Capital Management (HCM), or Procurement. • Resolving functional and technical issues, analyzing errors, and providing user support. • Creating and maintaining reports and dashboards using Oracle Transactional Business Intelligence (OTBI) and BI Publisher. • Facilitating data migration and integration with other systems using tools like FBDI (File-Based Data Import), REST/SOAP APIs, and OIC (Oracle Integration Cloud).