Pathward

Senior Field Examiner

Pathward
Posted 10/19/2026full-timeRemote • United StatesSenior💰 $72,000 - $120,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in client financial analysis, collateral performance assessment, and accurate recordkeeping. Proficient in preparing detailed reports and effectively communicating findings to stakeholders.

Highest-signal resume keywords
Financial Statement AnalysisCollateral Performance ReviewClient Reporting VerificationWritten Report PreparationClient Relationship Management

About the role

Key responsibilities & impact
  • Represent the company at client and prospective client locations to physically review client records and assets, verify collateral position, and confirm financial information and reporting
  • Review and analyze client collateral performance
  • Verify client recordkeeping accuracy
  • Verify and analyze client reporting to the Bank and reconcile it to Bank records when requested
  • Verify facilities are managed according to approved client narratives
  • Perform survey exams at prospective borrower locations
  • Perform exams and workout transactions and recommend exit strategies to senior management
  • Spread and analyze client financial statements to assess financial performance and cash flow
  • Communicate regularly with the Credit Department before, during, and after field exams
  • Prepare written reports summarizing results and recommendations
  • Schedule audits with clients
  • Track time spent at client locations to ensure proper client billing
  • Perform other duties as assigned

Requirements

What you’ll need
  • 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
  • Ability to represent the company at client and prospective client locations
  • Ability to physically review client records and assets
  • Ability to analyze collateral, financial statements, performance, and cash flow
  • Ability to prepare clear and concise written reports
  • Willingness to schedule audits and track time spent at client locations

Benefits

Comp & perks
  • Annual performance-based incentive opportunity
  • Health insurance
  • 401(k) retirement benefits
  • Life insurance
  • Disability benefits
  • Paid time off
  • Comprehensive benefits package for eligible employees

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisCollateral AnalysisRecordkeeping AccuracyCash Flow AssessmentAudit Scheduling
Soft Skills
Detail OrientedCommunication SkillsCustomer FocusAction Oriented
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Client RecordsFinancial PerformanceField ExamsWorkout TransactionsClient Billing