Senior Field Examiner - Financial Risk & Collateral Review

Pathward, National Association; United States; Hybride; USD 72 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401(k) Retirement Benefits

Life Insurance

Paid Time Off

Résumé du poste

Pathward, National Association is seeking a Field Examiner to support field risk reviews across client sites. You will assess collateral, financial statements, and reporting, while ensuring accuracy and adherence to bank standards.

This role requires strong communication with Credit Department and the ability to mentor teams in the field exam process. Hybrid work model with onsite reviews at national locations; candidates typically have 5+ years experience and a Bachelor’s degree or equivalent.

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.

Responsabilités

• Represents the company at 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.

Connaissances

Action oriented

Detail oriented

Communication Skills

Customer Focus

Formation

Bachelor's degree or equivalent education and work experience

Description du poste

Pathward, National Association is seeking a Field Examiner to support field risk reviews across client sites. You will assess collateral, financial statements, and reporting, while ensuring accuracy and adherence to bank standards.

This role requires strong communication with Credit Department and the ability to mentor teams in the field exam process. Hybrid work model with onsite reviews at national locations; candidates typically have 5+ years experience and a Bachelor’s degree or equivalent.