Field Examiner - Collateral Analyst I/II

Ascend Collateral Exams; Dallas (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

A financial services firm in Dallas, TX is seeking a Field Examiner – Collateral Analyst I/II for a full-time on-site role. This entry-level position involves conducting detailed field exams, evaluating financial data, and generating reports. Strong analytical and communication skills are essential, along with proficiency in financial tools. A bachelor’s degree in finance or a related field is preferred.

Qualifications

• Strong analytical skills for evaluating financial records.
• Ability to generate detailed reports and provide recommendations.
• Excellent communication and client relationship management skills.
• Proficiency in financial tools, software, or spreadsheets.

Responsibilities

• Perform detailed field exams and collateral analyses for clients.
• Evaluate financial data and loan compliance.
• Generate comprehensive reports with findings and recommendations.
• Facilitate communication with clients and internal teams.
• Identify risks or discrepancies and provide actionable solutions.

Skills

Analytical skills

Communication skills

Attention to detail

Organizational skills

Proficiency in financial tools

Education

Bachelor’s degree in finance, accounting, business, or related field

Job description

Field Examiner - Collateral Analyst I/II

Ascend Collateral Exams is a financial services firm providing specialized collateral examination and due diligence services to bank and non‑bank lenders across the United States. Catering to commercial lenders, asset‑based lenders, private lenders, and factoring groups, we offer customized solutions to meet our clients’ unique needs. Established in 2019 and headquartered in Dallas, TX, Ascend is committed to setting the industry standard in quality by delivering actionable insights that enable sound credit decisions. Our team of professionals, located nationwide, emphasizes transparency throughout the examination process to ensure clients are consistently informed and engaged.

Role Description

This is a full‑time, on‑site role in Dallas, TX, for a Field Examiner – Collateral Analyst I/II. Responsibilities include performing detailed field exams and collateral analyses for clients, evaluating financial data and loan compliance, and generating comprehensive reports with findings and recommendations. The role requires regular communication with clients and internal teams to ensure adherence to project standards, timelines, and deliverables. The Field Examiner will assist with identifying risks or discrepancies and provide actionable solutions to protect client investments.

Qualifications

• Strong analytical skills for evaluating financial records, collateral, and loan compliance
• Ability to generate detailed reports and provide recommendations with clarity and accuracy
• Excellent communication and client relationship management skills
• Proficiency in financial tools, software, or spreadsheets for data organization
• Organizational and time‑management skills to handle multiple projects simultaneously
• Attention to detail to identify risk factors and ensure accuracy in reporting
• Prior experience in lending, finance, auditing, or related fields is an advantage
• Bachelor’s degree in finance, accounting, business, or a related field preferred

Seniority level

Entry level

Employment type

Full‑time

Job function

Other, Information Technology, and Management