Field Examiner II

Pathward

Field Examiner II at Pathward verifying client records and collateral for financial empowerment. Collaborating with clients and Credit Department for informed financial assessments.

Posted 7/24/2026full-timeRemote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $84,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, collateral verification, and client communication, ensuring accuracy in reporting and adherence to client narratives. Proficient in preparing detailed reports and managing client audits effectively.

Highest-signal resume keywords

Financial Statement AnalysisCollateral VerificationClient CommunicationReport PreparationAudit Scheduling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRecordkeeping VerificationPerformance AnalysisReconciliationSurvey ExamsTransaction WorkoutsExit Strategy RecommendationsCash Flow AssessmentDetail OrientationAction Orientation

Soft Skills

Communication SkillsCustomer Focus

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Collateral PositionClient RecordsFinancial ReportingCredit DepartmentField Exam

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree or equivalent education and work experience
Typically, 3+ years with bachelor's or equivalent
Action oriented
Detail oriented
Communication Skills
Customer Focus

Benefits

Comp & perks

health insurance
401(k) retirement benefits
life insurance
disability benefits
paid time off
annual performance-based incentive opportunity