• Verantwortung für die Weiterentwicklung und Qualitätssicherung des integrierten Kostenmodells. • Erstellung komplexer Angebotskalkulationen. • Enge Abstimmung mit Portfolio/Trading zu Hedge-Strategien. • Sicherstellung hoher Datenqualität über CRM-, ERP- und BI-Systeme hinweg. • Erstellung regelmäßiger Performance-Reports und Analyse von Pricing-Performance.

• Perform detailed financial analysis of borrower and guarantor financial statements, tax returns, business plans, and financial projections. • Conduct annual credit reviews and monitor existing loan portfolios for performance trends, covenant compliance, and early warning indicators. • Prepare clear, concise, and well-supported credit approval memoranda for internal credit committees and regulatory review. • Evaluate franchisee performance metrics, brand strength, unit-level economics, and competitive positioning. • Identify key credit and structural risks to help mitigate potential loan losses. • Partner closely with relationship managers, credit officers, legal counsel, and operations teams to support efficient portfolio oversight. • Participate in periodic portfolio reviews with internal and external auditors. • Contribute to ongoing credit policy enhancements and portfolio risk management initiatives. • Ensure compliance with all applicable regulatory requirements, internal policies, procedures, and best practices. • Perform additional duties and special projects as assigned.

• Lead, mentor, and develop a team of Commercial Auto Excess Casualty Claim Specialists • Foster a culture of technical excellence, continuous improvement, and data-driven decision-making • Provide coaching on coverage analysis, litigation strategy, negotiation, and high-severity claim evaluation • Conduct regular file reviews, performance assessments, and quality audits • Execute on performance management — attract, hire, retain, and provide a high level of training • Foster a positive work environment, promote teamwork, and encourage professional growth and development • Oversee the handling of complex excess casualty claims, ensuring accuracy, timeliness, and compliance • Implement and maintain best practices for claims handling including claim intake, investigation, evaluation, settlement, and recovery • Ensure consistent application of Reserv's structured-data workflows and modern claims platform • Partner with Product and Engineering teams to refine automation tools, improve adjuster workflows, and enhance system capabilities • Monitor key performance indicators including cycle time, accuracy, severity trends, and customer satisfaction • Responsible for accuracy and adequacy of all aspects of claim reserving • Serve as a subject matter expert for MGAs, carriers, brokers, and internal stakeholders • Collaborate with Underwriting, Actuarial, Account Management, Compliance, and Claim Operations partners to provide insights on claim trends, risk patterns, and emerging exposures • Participate in client meetings, audits, and stewardship reviews representing Reserv's claims philosophy and performance • Support onboarding of new programs, ensuring alignment with Reserv's operational standards and client expectations • Prepare and present comprehensive claims reports, metrics, and analysis to clients; advise on claim trends and loss mitigation • Guide adjusters on litigation strategy, counsel management, and complex coverage issues • Review and approve high-value settlement recommendations, coverage positions, and strategic claim decisions • Develop and implement strategies to mitigate fraudulent claims and ensure compliance with legal and regulatory requirements • Ensure adherence to multi-jurisdictional regulatory requirements and Reserv's internal best practices.

• The role of Manager includes the execution of client engagements and internal activities related to SOC 1, SOC 2, and SOC 3 examinations, HIPAA assessments, and external audits of other security and privacy frameworks/standards. • Auditing services related to security, compliance, and attestation services. • Executes the day-to-day activities of IT audit engagements (SOC 1, SOC 2, SOC 3, SOC for cybersecurity) • Evaluate the design and effectiveness of technology controls. • Identifies and communicates IT audit findings to management. • Help identify performance improvement opportunities for assigned clients. • Communicate effectively with the clients and team members. • Participate in client meetings and foster client relationships through proactive communication. • Supervise and provide performance management for IT audit staff working on assigned engagements. • Provide weekly status reports to management. • Proactively communicate to management regarding any potential issues • Train staff in the IT audit team