Senior Field Examiner – Risk & Collateral

Remote; San Francisco (CA); Hybrid; USD 72,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward is a hybrid, remote-office company focused on growing our talent nationwide. The Field Exam role involves visiting client sites to verify collateral, analyze financial reporting, and mentor team members in the field examination process.

The position requires a bachelor’s degree and typically 5+ years of relevant experience, with strong communication, detail orientation, and a customer-focused approach. Salary ranges from $72,000 to $120,000, plus benefits and incentive opportunities.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• Typically, 5+ years with bachelor's or equivalent.
• Action oriented, detail oriented, and strong communication skills.

Responsibilities

• Represent the company at client and prospective client locations to review records and verify collateral position.
• Review and analyze performance of client's collateral and verify accuracy of records.
• Prepare clear written reports summarizing results and recommendations.
• Schedule audits with clients and track time spent at locations for billing.

Skills

Action oriented

Detail oriented

Communication skills

Customer focus

Education

Bachelor's degree or equivalent education and work experience

Job description

Pathward is a hybrid, remote-office company focused on growing our talent nationwide. The Field Exam role involves visiting client sites to verify collateral, analyze financial reporting, and mentor team members in the field examination process.

The position requires a bachelor’s degree and typically 5+ years of relevant experience, with strong communication, detail orientation, and a customer-focused approach. Salary ranges from $72,000 to $120,000, plus benefits and incentive opportunities.