Senior Field Examiner: Financial Audits & Client Reviews

Pathward; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual performance-based incentive

Health insurance

401(k)

Life and disability benefits

Paid time off

Job summary

Pathward is seeking a Field Examiner to represent the company at client locations, review records and assets, and verify collateral positions. You will verify client recordkeeping and financial reporting, perform survey exams, and analyze cash flow to assess performance.

In this role you will communicate with the Credit Department throughout field exams and prepare clear written reports with recommendations.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• Typically 5+ years of experience.
• Action oriented and detail oriented.
• Strong communication skills and customer focus.

Responsibilities

• Represent the company at client locations to review records and assets and verify collateral position.
• Verify accuracy of client recordkeeping and financial reporting.
• Perform survey exams at prospective borrower locations.
• Spread and analyze client financial statements to assess performance and cash flow.
• Communicate with the Credit Department before, during and after field exams.
• Prepare clear written reports summarizing results and recommendations.
• Schedule audits with clients and track time at client locations.

Skills

Action oriented

Detail oriented

Communication skills

Customer focus

Education

Bachelor's degree or equivalent education and work experience

Job description

Pathward is seeking a Field Examiner to represent the company at client locations, review records and assets, and verify collateral positions. You will verify client recordkeeping and financial reporting, perform survey exams, and analyze cash flow to assess performance.

In this role you will communicate with the Credit Department throughout field exams and prepare clear written reports with recommendations.