• Serve as a point of contact for a specified book of clients and as a liaison to internal teams such as loan officers, relationship managers, underwriting, credit, capital markets, closing, operations, and others • Collect and analyze financial information from assigned accounts throughout the life of the relationship • Responsible for reviewing and spreading financial statements • Manage collateral monitoring including asset-based facilities with borrowing bases • Ensure clients remain compliant with all conditions set forth in the loan documentation • Use financial models to develop a forward-looking credit risk assessment based on key value drivers and sensitized assumptions • Assist with distilling portfolio insights into actionable underwriting guidance and assist with hoc analysis to assist with originations Individually or as part of the relationship management team. • Conduct on-boarding of new clients; may lead meetings and discussions with key stakeholders including client executives, equity sponsors, partner lending institutions, developers, and internal team members • Manage operational complexity and inquiries from both external and internal stakeholders • Identify and underwrite loan modifications/amendments/renewals accurately and timely in accordance with bank procedures and policy • Engage Portfolio Manager, relationship managers, loan officers, and credit team to guide underperforming client accounts • Identify underperformance and proactively identify root causes that may result in defaults under the loan documents • Work with internal partners to determine and carry out the appropriate response to underperformance to protect the bank’s interests • Help prepare and participate in quarterly credit meetings • Facilitate loan advance requests by working with the client as well as bank legal, credit, and operations departments • Underwrite and close advance requests under Delayed Draw Term Loan facilities • Prepare and review annual loan reviews that align with bank and government-guaranteed lending partners as required • Identify and pursue expanded banking opportunities with clients such as gaining deposit shares or private wealth referrals • As needed, underwrite new lending opportunities for existing clients • Stays on top of trends impacting assigned industry verticals and participates in research projects as they arise • Complete various projects as needed or as assigned by management • Coach and mentor less experienced team members • Build out processes and procedures and develop training materials as assigned • Conduct periodic client visits to obtain enhanced knowledge of clients • Monitor and ensure that client credit files remain up to date; this will include creating client credit files, setting up reporting and covenant dashboards, and assisting with various reporting requirements • Prepare and deliver presentations in various department meetings on specific loans recommending appropriate action or structure of credits • Facilitate third-party engagements including valuations, appraisals, and field exams • Exhibit a sense of pride in helping clients and teammates achieve their respective goals • Exercise sound judgment; When needed, ask for help or guidance • Communicate effectively to set and meet realistic expectations • Complete additional tasks as needed by the specific lending team the PA supports • Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC

• Own the end-to-end Order-to-Cash cycle for a portfolio of 100 to 200 accounts. • Issue accurate, timely invoices with complete documentation to prevent delays. • Proactively manage collections and reduce overdue balances with a firm but customer-centric approach. • Investigate and resolve billing disputes in collaboration with Sales and Customer Success. • Ensure subscription setups and recurring billing are accurate so revenue is captured correctly. • Maintain clean Accounts Receivable records to support forecasting and financial visibility. • Identify recurring billing issues and recommend process improvements to reduce revenue leakage and rework. • Serve as the finance point of contact for account billing health. • Leverage AI tools within ERP and CRM systems to improve efficiency and streamline workflows.

• Deliver desk-side and small group training to analysts and operators on client-based data and analytic tools. • Facilitate structured in-person or virtual training sessions, incorporating scenario-based exercises. • Work alongside end users to observe and document real-world workflows, then convert those insights into practical platform usage patterns, dashboards, and applications. • Proactively build relationships with users, identify gaps in current use cases, and propose new ways to leverage the platform for operations and intelligence. • Build initial dashboards, searches, and analytic products, and coach users on how to construct their own questions, objects, and workflows in the platform. • Provide virtual or onsite implementation support, triage user requests during rollouts, and collaborate with engineering teams to resolve configuration and platform issues. • Capture and communicate detailed user feedback, pain points, and enhancement ideas to product and engineering stakeholders. • Consistently brief stakeholders on user adoption, emerging use cases, and opportunities to expand the impact of the platform.

• Maintain and enhance Driscoll’s internal control frameworks, ensuring all controls are documented, assigned to owners, and executed in a timely manner. • Act as SME for Oracle RMC, including SoD analysis, sensitive access reviews, and AFC monitoring. • Collaborate with global and regional finance teams to ensure consistent control execution and compliance. • Identify opportunities for process improvement and automation within the control environment. • Prepare and present control-related reports and dashboards to leadership. • Support risk assessments by identifying and evaluating emerging risks and recommending mitigation strategies. • Partner with the IS DevOps team to ensure user provisioning processes align with SoD requirements. • Oversee compliance with global trade screening requirements via TradeFlow software (e.g., OFAC, EU sanctions). • Provide training and guidance to control owners and stakeholders on internal control expectations and tools. • Assist in policy and procedure development to ensure alignment with internal control requirements and regulatory expectations. • Participate in system implementation projects to ensure internal controls are embedded in new processes and technologies.