• Financial Oversight: Track company and client budgets, Monitor spending and variance against forecasts, Conduct cost-benefit analyses, Maintain invoice and expense tracking systems, Reconcile financial records, Prepare monthly financial and performance reports • Reporting & Data Management: Build and maintain operational dashboards, Develop and manage detailed spreadsheets for Budget tracking, Resource allocation, Contractor utilization, Project timelines, Department KPIs, Ensure data accuracy and version control, Provide structured reporting and recommendations to leadership • Process & Systems: Design, document, and improve operational processes, Build and maintain SOPs, Identify workflow inefficiencies and implement improvements, Evaluate and implement tools to improve operational efficiency, Maintain organized digital filing and documentation systems • Resource & Vendor Management: Track team and contractor capacity, Forecast resource needs based on workload, Maintain vendor and contractor database, Monitor vendor performance and spending, Track project assignments, deadlines, and deliverables • Cross-Functional Coordination: Coordinate workflows across departments, Monitor timelines and deliverables, Identify and resolve bottlenecks, Maintain centralized project tracking systems

• Coordinate outbound shipments and ensure on-time delivery to key retail partners • Manage routing guide compliance, booking, and scheduling requirements • Maintain and monitor purchase orders with accuracy across systems • Serve as a point of contact for retailer logistics and buyer communication • Ensure labeling and compliance standards are met to avoid chargebacks • Track, dispute, and resolve deductions tied to shipping/compliance issues • Keep internal teams aligned on order status, delays, and operational blockers • Partner cross-functionally with warehouse, logistics, and sales teams

• Design and optimize scalable operational workflows that improve visibility, efficiency, and execution across the mortgage marketplace • Build and enhance intelligence frameworks and dashboards that translate marketplace data into actionable insights for Sales and leadership • Analyze sales productivity, goal attainment, and funnel performance metrics to identify execution gaps and performance lift opportunities • Maintain and enhance sales force automation systems (e.g., CRM configurations, workflow rules, tracking structures) to strengthen accountability and operational rigor • Identify and implement automation opportunities, including AI-enabled solutions, to reduce manual effort and increase real-time decision support • Partner with Business Analytics to standardize data definitions and establish reliable, centralized sources of truth • Drive cross-functional adoption of operational improvements by translating insights into scalable process enhancements

• Provide oversight of post Claims Recovery Platform recovery execution • Ensure recoveries are fully realized through disciplined reconciliation, exception resolution, and recovery system oversight • Maintain tight operational monitoring to prevent dropped, delayed, or lost recovery dollars • Ensure recovery outcomes are accurate, complete, and audit ready • Own end-to-end post recovery execution • Maintain visibility and control over recovery inventory • Perform financial reconciliation to confirm recoveries are fully realized • Identify and investigate recovery drops, failures, and anomalies • Lead resolution of recovery exceptions • Serve as the business subject matter expert for recovery systems • Monitor recovery execution closely to ensure compliance, accuracy, and audit readiness • Perform other duties as assigned