Field Examiner Senior

Pathward, N.A.; Sioux Falls (SD); Hybrid; USD 72.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Zusammenfassung

Pathward, N.A. is hiring for a Field Exam role. The position entails representing the company at client sites to review records, verify collateral, and ensure accurate reporting while collaborating with the Credit Department to deliver insightful findings.

The ideal candidate has a bachelor’s degree or equivalent with about 5+ years of experience, strong communication, and a customer-focused mindset. This is a hybrid role with competitive benefits.

Qualifikationen

• Bachelor's degree or equivalent education and work experience.
• Typically, 5+ years with bachelor's or equivalent.
• Action oriented and detail oriented traits.
• Strong communication and customer focus.

Aufgaben

• Represents the company at client and prospective client locations to review client records and assets.
• Reviews and analyzes performance of client's collateral.
• Verifies accuracy of client records and reporting.
• Verifies client reporting accuracy and reconciles to Bank records if requested.
• Ensures facility is managed per approved client narrative.
• Performs survey exams at prospective borrower locations.
• Conducts exams and work-out transactions and proposes exit strategies to senior management.
• Analyzes client's financial statements to assess performance and cash flow.
• Communicates regularly with Credit Department before, during, and after field exam.
• Prepares clear, concise reports with results and recommendations.
• Schedules audits with clients.
• Tracks time at client locations for proper billing.
• Other duties as assigned.

Kenntnisse

Action oriented

Detail oriented

Communication Skills

Customer Focus

Ausbildung

Bachelor's degree or equivalent education

Jobbeschreibung

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

We have onsite locations in: Sioux Falls, SD, Phoenix, 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

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Pathward, N.A. ’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.