• Evaluate prospective clients by analyzing financial statements, collateral, and risk factors to support informed credit decisions. • Work closely with sales, operations, and senior management, coordinating due diligence, funding, and onboarding while ensuring compliance with the company’s risk framework and best practices. • Coordinate and analyze results of due diligence searches, audits, and background reports. • Where appropriate, meet and/or interview the prospective client’s management team onsite. • Collate and review prospective client’s historical and projected financial statements, cash flows, availability of collateral value ensuring accurately reflected in Sanction Request. • Identify critical transactional/structural risks and communicate issues to senior management. • Completion of the Sanction Request in compliance with the Risk Framework in collaboration with the Sales Team member. • Facilitate the effective hand over of new client to Operations staff servicing the facility. • Coordinate internally and externally; including with third-parties such as existing lenders, partner lenders, appraisers, outside counsel and industry consultants bringing in senior management at the appropriate time. • Support networking activities as needed. • Undertake project work as required by the local and/or group companies. • Coordinate the initial funding of transactions including the closing/reconciliation of good faith deposits and the preparation of funding documentation and memos.

• Drive customer engagement and sales performance through effective in-person and virtual interactions across primary care accounts • Build strong, compliant relationships with healthcare providers, advanced practice providers, care team members, and office/clinic staff within assigned accounts and health systems • Deliver approved promotional and disease-state messaging to support appropriate Primary Care product use and address customer needs • Leverage product, disease, and market knowledge to identify opportunities, prioritize accounts, and support appropriate pathways of care, including coordination across practice workflows as applicable • Collaborate with cross-functional partners to address customer needs, remove access barriers, and advance Primary Care business objectives • Use digital tools and insights to plan, execute, and optimize primary care territory activities

• Drive customer engagement and sales performance through effective in-person interactions across rare cardiac accounts • Build strong, compliant relationships with cardiology HCPs, multidisciplinary care teams, and office staff across assigned accounts • Deliver approved promotional and disease-state messaging to support appropriate Rare Cardiac product use • Leverage product, disease, and market knowledge to identify opportunities, prioritize accounts, and support patient finding and referral pathways • Support patient access by providing information on prior authorization requirements, reimbursement support, hubs, and co-pay resources as applicable • Collaborate with cross-functional partners to address customer needs, remove access barriers, and advance Rare Cardiac business objectives • Use digital tools and insights to plan, execute, and optimize Rare Cardiac territory activities

• Communicates with clients to understand their needs and explain our product value. • Builds relationships with clients based on trust and respect. • Collaborates with internal departments to facilitate strong and lasting partnerships. • Collects and analyzes data to better position Ametros products and services in the market. • Keeps accurate records pertaining to potential case load and account notes. • Resolves complaints and prevents additional issues by improving processes. • Identifies industry trends and shares for the mutual benefit of client programs. • Communicates and delegates action plans throughout sales organization.