4 financial reporting manager jobs found in Akron, OH

Description Summary: As an integral part of the Huntington Private Client Group, the PCG Loan Portfolio Manager - Senior develops and maintains profitable commercial loan relationships to businesses and individuals in PFG within lending limits (larger loans go through commercial lending) including loan renewals.   Duties and Responsibilities: Identifying needs, developing fundamental loan recommendations (including cross-sales), negotiating loan terms, approving/coordinating approval of loans, portfolio risk monitoring, and researching basic business issues.   Ability to spread and underwrite business and personal tax returns Administers PFG loan portfolio which includes following up on financial statements, exceptions, past due loans, changes in borrower's financial condition, and loan reporting.   Administers portfolio in compliance with Credit Policy including timely recognition for watch list,...

Description Summary: The Advanced Life Account Relationship Manager is responsible for the management of advanced life insurance cases (>$2MM of death benefit for term insurance or >$500K of death benefit for permanent life insurance) through the application submission, underwriting and policy delivery phases of the sales cycle.  Duties and Responsibilities: Partners with our Broker General Agents and/or Insurance Carriers to gather all required medical information (i.e. attending physician statement, paramed and labs) as well as collect and analyze the clients financial information (i.e. tax returns, balance sheets and cash flow summaries) to negotiate the best underwriting offer for the client. If necessary, coordinates the syndication of coverage across multiple insurance companies to ensure our client’s financial objectives are met (i.e. overall death benefit and/or total premium outlay)....

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Description Summary: The Bankruptcy Specialist II provides technical and operational assistance on all loan, lease and mortgage accounts involved in bankruptcy and/or legal action.    Duties and Responsibilities: Provides technical and operational assistance on all loan, lease and mortgage accounts involved in bankruptcy and/or legal action. Establishes complete and accurate records on accounts as required to ensure that legal, reporting and/or systems requirements are met. Takes appropriate action to minimize further losses and maximize the recovery. Researches and responds to inquiries regarding accounts involved in bankruptcy and/or legal action. Adheres to bank policies and procedures and complies with bankruptcy and/or legal and regulatory requirements. Performs other duties as assigned. Basic Qualifications: High School Diploma or GED 3 years of bankruptcy experience in a financial...