Job responsibilities
- Analyze client accounts receivable, inventory, and accounts payable data and historical performance
- Oversee and understanding of the client’s collateral and financial performance
- Prepare (new credit facility) or verifying (existing credit facility) a borrowing base calculation.
- Verify the existence of inventory through physical inspection
- Review documenting tasks performed on Excel based field exam template
- Prepare a written report using field exam template
Required qualifications, capabilities and skills
- Strong interpersonal and relationship development skills.
- Effective business writing skills
- Proficiency in Microsoft Excel, Word and Outlook
- Analytical skills with attention to detail and accuracy
- Intellectual curiosity and ability to problem solve
- Ability to think critically while working in a fast paced environment
- Depending on client location, 10 - 50% overnight travel
- Valid driver’s license
- High level assessment of internal controls and financial reporting
Preferred qualifications, capabilities, and skills
- Minimum 1-3 years of relevant work experience. Commercial lending, field exam, accounting or auditing experience is preferred
- Examiners generally work in teams (often teams of 2). Examiners must be able to build strong customer relationships while performing an accurate.
- BS in Accounting, Finance or Economics strongly preferred, other majors considered based on experience
- Previous experience managing a team of field examiners is a plus.