Senior Field Examiner – Risk & Financial Review

Pathward, N.A.; Oregon; Hybride; USD 72 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Résumé du poste

Pathward, N.A. is seeking a Field Examiner to support risk control through onsite client reviews of collateral and records. The role blends field work with reporting and collaboration with the Credit Department to ensure accurate financial data and findings.

You will travel to client sites, verify records, analyze collateral performance, and prepare concise written reports for management. A bachelor’s degree and 5+ years’ experience are typical; strong communication and attention to detail are

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 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.

Connaissances

Action oriented

Detail oriented

Communication skills

Customer focus

Formation

Bachelor's degree or equivalent

Description du poste

Pathward, N.A. is seeking a Field Examiner to support risk control through onsite client reviews of collateral and records. The role blends field work with reporting and collaboration with the Credit Department to ensure accurate financial data and findings.

You will travel to client sites, verify records, analyze collateral performance, and prepare concise written reports for management. A bachelor’s degree and 5+ years’ experience are typical; strong communication and attention to detail are