• To investigate claims against insurance or other companies for personal, casualty, or property loss or damages; • Handles complex losses locally unassisted up to designated authority; • assists on larger losses, including handling accounting-based losses (business interruption and stock) • Examines claim form and other records to determine insurance coverage. • Interviews, telephones, or corresponds with claimant and witnesses regarding claim. • Consults police and hospital records; and inspects property damage to determine extent of company's liability and varying methods of investigation according to type of insurance. • Estimates cost of repair, replacement, or compensation. • Prepares report of findings and negotiates settlement with claimant. • Recommends litigation by legal department when settlement cannot be negotiated. • Attends litigation hearings. • Revises case reserves in assigned claims files to cover probable costs. • Assists in preparing loss experience report to help determine profitability and calculates adequate future rates.

• Own a caseload of litigated auto liability and bodily injury claims from suit assignment through resolution • Develop litigation strategy by reviewing initial complaints, amended actions, and evolving case facts • Analyze claims exposure and build negotiation strategies for settlement • Review pleadings, discovery, and motions to keep suit-handling plans aligned with case developments • Collaborate with defense counsel, claims counsel, and claims management on strategic planning • Build and maintain relationships with approved defense firms and industry vendors • Prepare for and attend mediations, depositions, arbitrations, and trials • Apply multi-state statutory knowledge, including Florida's insurance code, PIP statute, and bad faith framework • Maintain active adjuster licensing and CE credits, and stay current on case law and statutory changes • Mentor junior adjusters through file reviews, coverage questions, and complex claim coaching

• Investigate & Evaluate – Conduct in-depth claim investigations, gather recorded statements, and determine coverage. • Reserve Management - Timely & Adequate reserving. • Document Management – Maintain organized, professional claim files, reports, and communications. • Negotiate & Resolve – Strategically negotiate settlements to achieve fair, timely resolutions. • Stay Current – Keep up with evolving legal statutes, policy conditions, and industry trends. • Navigate Technology – Operate seamlessly within a paperless Claims Management System. • Engage in Legal Proceedings – Travel as needed for depositions, mediations, and trials.

• Review and analyze Perkins Loan borrower accounts to identify discrepancies involving principal, interest accrual, late fees, collection costs, and payment applications • Process complex account adjustments, including: Interest recalculations, Payment reversals and corrections, Deferment and forbearance updates, Loan cancellations (employment-based, military, etc.), Rehabilitation and write-off adjustments • Ensure all adjustments are fully documented and supported in accordance with federal regulations and institutional audit standards • Coordinate resolution of account discrepancies with third-party servicers or collection agencies • Provide Loan Analysts with reconciled borrower-level data and adjustment summaries to enhance cohort, delinquency, and recovery analyses • Flag systemic issues and data anomalies to inform analysts’ root-cause reviews and modeling assumptions • Supply timely adjustment evidence and narratives that underpin analysts’ variance analyses and management reporting • Reconcile the Perkins Loan servicing system to the institution’s general ledger and revolving fund on a monthly and quarterly basis • Prepare and validate financial reports including: Outstanding principal and accrued interest, Delinquency and default aging reports, Cash receipts and collection activity, Cancellation and rehabilitation activity • Investigate and resolve variances between servicing reports and accounting systems • Support year-end close processes and assist in preparation of financial statements and required federal reporting • Provide documentation and schedules for internal and external audits • Ensure compliance with Federal Perkins Loan Program regulations and institutional policies • Monitor account activity to ensure proper billing, collection due diligence, and regulatory timelines are met • Maintain audit-ready records for all financial transactions and account adjustments • Identify process weaknesses and recommend improvements to strengthen internal controls and reporting accuracy • Perform quality reviews of account transactions and portfolio data • Monitor trends in delinquency, deferment, forbearance, cancellation, and default activity • Assist with data validation during system upgrades or servicing transitions • Deliver validated datasets, data dictionaries, and data lineage notes that increase analysts’ confidence in metrics • Surface data quality findings and trend signals that guide analysts’ segmentation, stratification, and scenario analyses • Partner on UAT test cases and signoffs to ensure analytical reports remain accurate through system changes