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Jobs(31,341)/Claims Examiner Role(6)/Pathward, N.A. (33) - Field Examiner II
Pathward, N.A.

Pathward, N.A. - Field Examiner II

Hybrid1mo ago
In OfficeMidWWBankingClaims ExaminerReportingProspectingRecords Management

Responsibilities

• 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. • Bachelor's degree or equivalent education and work experience. • Typically, 3+ years with bachelor's or equivalent. • Action oriented • Detail oriented • Communication Skills • The responsibilities listed above are not all inclusive and may be changed at any time.

Benefits

• The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more. • Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law. • Don’t have everything listed under qualifications? If you’re excited about this role but your • experiences don’t match exactly to everything in the posting, we encourage you to apply • anyway. You may be just the right candidate for this or other Pathward roles. Pathward is • an equal employment opportunity employer and considers candidates for roles without regard • to their race, sex, national origin, ethnicity, age, disability or any other category protected by

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