Field Examiner Senior

Pathward, N.A.; Sioux Falls (SD); Hybrid; USD 72,000 - 120,000; Full time

Job summary

Pathward, N.A. is seeking a Field Exam professional to represent the company at client sites, review records, verify collateral positions, and ensure accuracy of financial reporting.

You will perform surveys and examinations, analyze cash flow, coordinate with the Credit Department, and prepare clear written reports with recommendations. A bachelor’s degree and 5+ years of experience are required; salary range $72,000–$120,000.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• Typically, 5+ years with bachelor's or equivalent.
• Action oriented
• Detail oriented
• Communication Skills
• Customer Focus

Responsibilities

• Represents the company at client locations to review client records and assets.
• Reviews and analyzes performance of client's collateral.
• Verifies the accuracy of the client's recordkeeping.
• Communicates with the Credit Department before, during, and after field exams.
• Prepares clear and concise written reports summarizing results and recommendations.

Skills

Action oriented

Detail oriented

Communication Skills

Customer Focus

Education

Bachelor's degree or equivalent

Job description

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™.We area financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our*HUMBLE*HUNGRY*SMARTapproach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Field Exam is the focal point for controlling risk and disseminating information gained from onsite examination of Pathward’s Working Capital Clients. These underlying strengths must be used to educate, to strategize with, and continually mentor those involved in the field exam process.

What You Will Do:

• Represents the company at client and prospective client locations to physically review client records and assets to verify collateral position and confirm accuracy of financial information and reporting.
• Reviews and analyzes performance of client's collateral.
• Verifies the accuracy of the client's recordkeeping.
• Verifies the accuracy and analyzes the client's reporting to the Bank and, if requested, reconcile to the Bank's records.
• Verifies facility is managed in adherence with approved client narrative.
• Performs survey exams at prospective borrower locations.
• Performs exams and work out transactions, and recommend exit strategies to senior management.
• Spreads and analyzes client's financial statements to assess financial performance and cash flow.
• Communicates regularly with the Credit Department before, during, and after the field exam.
• Prepares clear and concise written reports summarizing results and recommendations.
• Schedules audits with clients.
• Tracks time spent at client locations to ensure proper billing to client.
• Other duties as assigned.

What You Will Need:

• Bachelor's degree or equivalent education and work experience.
• Typically, 5+ years with bachelor's or equivalent.
• Action oriented
• Detail oriented
• Communication Skills
• Customer Focus

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $72,000 – $120,000