Senior Field Examiner: Risk & Credit Insights

Pathward, N.A.; Sioux Falls (SD); 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, 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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Action oriented

Detail oriented

Communication Skills

Customer Focus

Education

Bachelor's degree or equivalent education

Job description

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.