Field Examiner Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the field examiner job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

E O'Kon

Etha

O'Kon

169 Rosenbaum Loaf

Boston

+1 (555) 472 1161

169 Rosenbaum Loaf

Boston

Phone

p +1 (555) 472 1161

Experience Experience

Boston, MA

Field Examiner

Boston, MA

Denesik and Sons

Boston, MA

Field Examiner

Formulate meaningful recommendations to improve credit and collateral quality to help the Bank make sound lending decisions
Perform other related assignments as requested by management
Work directly with Loan Examiners and Loan Administration Department
Perform various audit functions as part of a team of examiners or as an independent including planning the assignment
Work directly with customer to resolve discrepancies
Analyze and review credit information and report status to management
Assist Account Representatives in line of credit renewal process

San Francisco, CA

Senior Field Examiner

San Francisco, CA

Hoeger Inc

San Francisco, CA

Senior Field Examiner

Communicate field exam findings, delays, concerns and customer limitations to Field Examination Manager and Sr. Management
Create forms, systems, and processes necessary to maintain files and improve operational efficiency throughout the department
Prepare examination reports and supporting work papers for review and discussion with relationship managers and representative loan committees
Assist in the training of staff
Attend field exam training courses
Assess customer’s financial condition by reviewing internal reports, bank statements and related financial documents
Construct field examination reports and supporting findings to highlight material variances that were identified, draw conclusions and provide recommendations for improvement

present

Phoenix, AZ

VP Field Examiner

Phoenix, AZ

Bode Group

present

Phoenix, AZ

VP Field Examiner

present

Assists in the administration of the field examination process of employees and contractors in their duties related to the bank’s monitored portfolio. Trains, monitors, audits, and assists in the scheduling of employees and contractors
General knowledge of Bank products and processes
Assists with review of field examination reports completed by employees and contractors and provides feedback to employees and contractors to ensure that the Bank's audit standards are uniformly met
Evaluates customer’s financial condition by studying internal reports, bank statements and related financial documents
Studies customer’s accounting procedures to ensure that they conform to accepted standards
Evaluates collateral and establishes collateral values in accordance with accepted procedures
Verifies documents, invoices and transactions regarding the sufficiency of the collateral based upon observation of physical inventory and random sampling

Education Education

Bachelor’s Degree in Accounting

Towson University

Bachelor’s Degree in Accounting

Skills Skills

Maintain a good working knowledge of generally accepted accounting principles (GAAP) and financial statement analysis
Strong knowledge of Word and Excel, to include writing Excel formulas
Demonstrates strong analytical skills and attention to detail
Strong knowledge of accounting and its intricacies
Strong organization and multi-tasking skills in a high stress, fast paced environment
Demonstrates ability to work independently or in a team environment
Demonstrates the ability to meet firm timelines and occasionally work under pressure
Demonstrates strong organizational skills
Ability to exercise prudent judgement to make independent decisions affecting customers and the Bank
Demonstrates the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole

Create a Resume in Minutes

3 Field Examiner resume templates

Read our complete resume writing guides

Field Examiner Resume Examples & Samples

Perform on-site due diligence at a variety of clients throughout Canada to ensure the client’s collateral is properly reported for financing purposes. This includes evaluating the authenticity of financial records and the effectiveness of the client’s accounting processes
Evaluate the adequacy of remittances made by existing (Corporate and Commercial) borrowers through review of their financial records
Prepare timely and thorough reports for each assignment
Working towards (or recently obtained) a professional accounting designation
Undergraduate degree with a focus on finance or accounting
2 years experience working as a member of an accounting team in industry
Preferred work experience includes experience in; account reconciliations, cost accounting and any or all of the functions of the accounts receivable and payable cycle (invoicing, collections, cash applications and accruals reconciliations)
Applicant must be
Bilingual (English/French)
Highly detail oriented and possess strong analytical skills
A proficient computer user
Have excellent communication skills

Senior Field Examiner / Senior Auditor Resume Examples & Samples

Asset based lending field examiner experience
Basic Accounting Skills
Excel, Word, and Outlook Skills
Analytical Problem Solving Skills: Ability to identify and solve problems
Communication skills: Ability to deliver an effective argument and professionally present it to Clients and Team Members
Interpersonal Skills: Positive Attitude and Friendly Personality
Audit Documentation Skills: Ability to document audit trails in a concise and comprehensive manner
Writing Skills: Ability to write a concise, comprehensive and grammatically correct report
Ability and willingness to meet tight deadlines
Intermediate Level Accounting Skills
Cost Accounting Skills: Variance Accounting, Manufacturing Accounting, Budgeting
Advanced Accounting Skills (Consolidation, Elimination, etc)
Computer Database and Data-mining Skills
Advanced Excel Skills: Pivot Table, Vlook up & Hlook up, Filtering, Conditional Arguments, Visual Basic, Array Formula, etc
Overall understanding of Credit Risks and Collateral Risks

Senior Field Examiner / Senior Auditor Resume Examples & Samples

ABL Audit, ABL Field Exam, Audit
Excel, Word, and Outlook skills
Writing Skills: Ability to write a concise, comprehensive and grammatically correct Reports
BS Accounting
Cost Acconting Skills: Variance Accounting, Manufacturing Accounting, Budgeting
Advanced Accounting Skills (Consoidataion, Elimination, etc)
Advanced Excel Skills: Pivot Table, Vlook up & Hlook up, Filtering, Conditional Arguments, Visula Basic, Array Formula, etc
Overall understanding of ABL, Credit Risks and Collateral Risks

Field Examiner Resume Examples & Samples

Perform on-site due diligence and audit procedures at a variety of clients throughout Canada to ensure the client’s collateral is properly reported for financing purposes. This includes evaluating the authenticity of financial transactions and records as well as reviewing the client’s accounting systems, policies, procedures, and financial reporting in a variety of industries while working closely with the client’s employees (CFO/Controller, accounting department, and warehouse staff)
Prepare thorough and timely reports for each assignment and communicate findings, concerns, and recommendations to internal RBC partners
Working towards a professional accounting designation (CPA)
2+ years experience working in an accounting role (i.e. A/P, A/R, Costing, Reconciliations, Financial Reporting)
Able to conduct themselves in a professional manner at all times as a client-facing representative of RBC
Detail oriented and possess strong analytical and communication skills
A proficient computer user (MS Office incl. Excel, Word, etc)

Field Examiner Resume Examples & Samples

Performs initial audits of prospects' records and establishes initial reporting methods and procedures for the submission of supporting collateral documentation
Assists with directing the daily progress of field work on secured lending team audits
Performs the field audits of the more complex secured lending clients and analyzes their collateral records and financial statements to determine accurate collateral values
Acts as a liaison between the relationship manager and the client in providing recommendations for implementation or improvement of collateral control or reporting procedures
Prepares audit reports and supporting work papers for review and discussion with relationship managers and representative loan committees
Supervises and coordinates all team audits
Assists in the training of staff auditors
Maintains a good working knowledge of generally accepted accounting principles (GAAP) and financial statement analysis
Develops reports that reflect current collateral/loan correlations to be utilized by appropriate relationship managers and credit committees to analyze basic credit situations

Field Examiner Resume Examples & Samples

Perform Field Examinations of prospective and existing M&T Bank clients to determine collateral adequacy, identify operational issues and make recommendations to improve the Bank’s collateral position
Conduct on site investigations of internal controls. Evaluate accounting systems and controls. Evaluate various assets as collateral for loans. Determine the quality and validity of accounts receivable, inventories and all other general ledger accounts
Communicate the results of the field examination to a wide array of readers throughout the Bank
The position requires good financial analysis skills, an understanding of accounting principles, knowledge of Microsoft Excel and the ability to gather information at a customer’s site under sometimes difficult conditions
Willingness to travel overnight up to 50% of the time
Bachelor’s degree in related field or in lieu of a bachelor’s degree, a minimum of four year’s relevant work experience
A minimum of One (1) year of internal or external auditing experience, or related experience
Strong knowledge of Windows and PC software programs to include proficiency with Microsoft Excel and Word
Bachelor’s degree in Accounting, Finance or Business
MBA or CPA
One or more years of experience in Audit or Field Examination work
Experience in determining the validity of accounts receivable, inventories and all other general ledger accounts
Knowledge of Asset Based Lending techniques

Field Examiner Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance, Business or related field of study. Equivalent experience may be considered in lieu of a degree
Must have a minimum of one year of experience in accounts receivable/inventory financing. Additional experience is required for advanced levels within job family
The incumbent must possess and maintain a thorough working knowledge of generally accepted accounting principles (GAAP) and financial statement analysis
Must have advanced computer skills, including Microsoft Office
Capable of effectively communicating information in a professional and confidential manner
Self-motivated, able to accomplish goals through effective time-management and organizational skills
Collaborative, able to build trust and foster innovation with team members and business partners

Senior Field Examiner Resume Examples & Samples

Conduct collateral exams on existing customer to identify collateral issues, to note any changes in the business, and to assess that the customer remains compliant
Prepare written recommendations for any additional reserves pointing out and identifying any additional strengths and weaknesses
Independently conduct survey exams on new client prospects, and make recommendations to senior MBC management regarding the prospect company and recommending any changes to the proposed structure of the loan
Plan and facilitate the training and development of new field exam trainees
Attend field exam training courses
Periodically attend portoflio review meetings for regional office
Demonstrates strong verbal and written communication skills; savvy use of tact and diplomacy when dealing with clients
Demonstrates strong organizational skills

VP Field Examiner Resume Examples & Samples

Assists in the administration of the field examination process of employees and contractors in their duties related to the bank’s monitored portfolio. Trains, monitors, audits, and assists in the scheduling of employees and contractors
Conducts field audits of current and prospective asset based and commercial bank clients in accordance with standard auditing procedures to determine their financial condition and establish collateral values. Uses established testing procedures to determine, independently, that data sent to the Bank is accurate and in compliance with the legal documentation and credit approvals. Completes written reports in established format of field examination findings and any other reports deemed necessary to demonstrate the financial and collateral position of the client or prospect for the Bank
Assists with review of field examination reports completed by employees and contractors and provides feedback to employees and contractors to ensure that the Bank's audit standards are uniformly met
Evaluates customer’s financial condition by studying internal reports, bank statements and related financial documents
Reviews accounts payable records to determine aging of accounts and rate of payment; samples and evaluates inventory
Studies customer’s accounting procedures to ensure that they conform to accepted standards
Evaluates collateral and establishes collateral values in accordance with accepted procedures
Verifies documents, invoices and transactions regarding the sufficiency of the collateral based upon observation of physical inventory and random sampling
Determines current validity of collateral and warns of any potential devaluation of the assets
Acts as the on-site agent of the Bank to verify compliance with workout action plans, as directed by the Special Assets Division
Has the ability to develop alternative testing methods and procedures in the field
Assists in the preparation of field examination department management reports. Maintenance of the field examination tracking and scheduling process and reports to ensure that exams are performed in a timely manner per the established frequency. Maintenance of the field audit report and workpaper templates
Complies with all applicable federal and state laws and regulations
20150202

Field Examiner Resume Examples & Samples

Analyze, review and evaluate monthly customer accounts receivable agings to ascertain validity
Calculate ineligible figure utilizing aging information from customer
Work directly with customer to resolve discrepancies
Analyze and review credit information and report status to management
Perform timely and accurate credit investigations using Dunn & Bradstreet, bank inquiries, and/or customer credit records
Analyze and review client's financial statements, reporting discrepancies
Assist Account Representatives in line of credit renewal process
Work directly with Loan Examiners and Loan Administration Department
Identify suspected deficiencies in field examinations, reporting deficiencies to management
Coordinate the transfer of formula based loans from officers' loan portfolios to Asset Based Lending portfolio to include weekly review of loan committee schedules to detail approval, determine controls, formulas, etc.; work with Account Representatives to finalize reporting sequence
Maintain database of various management reports (financial statements, agings, borrower's certificates, credit investigations, etc.), interpreting data and distributing reports to appropriate personnel
Perform other related assignments as requested by management
A minimum of three (3) years of accounting, or related, experience
Ability to perform intensive, independent work under time constraints
Ability to interact with all levels of personnel
Bachelor's degree in Business Administration, Accounting or Finance, is preferred
A minimum of three (3) years of accounting experience preferred
Working knowledge of Hogan, AFS and Datalink

Collateral Auditor / Field Examiner Resume Examples & Samples

Accounting and auditing experience as well as knowledge of asset based lending
Ability to analyze facts and make recommendations
PC skills, including Excel and Powerpoint
Knowledge of IDEA auditing software or equivalent
Demonstrated communication skills, both verbal and written and the ability to present adverse facts with confidence
Ability to work independently without supervision on Client site and represent IBM in a professional mannerIBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status

Field Examiner Senior Resume Examples & Samples

Create forms, systems, and processes necessary to maintain files and improve operational efficiency throughout the department
Presents a professional and polished image of the company to all customers
Demonstrates strong analytical skills and attention to detail
Demonstrates the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole
Demonstrates the ability to adapt to change in the workplace and ability to be flexible when needed
Demonstrates ability to work independently or in a team environment
Demonstrates the ability to meet firm timelines and occasionally work under pressure
Demonstrates high motivation and sense of urgency
Demonstrates intermediate to advanced skills in MicroSoft Excel and Word programs

Senior Field Examiner Resume Examples & Samples

4 years of experience performing field exams of Asset Based Lending clients
Demonstrate a clear understanding of accounts receivable and inventory as collateral
The ability to make logical and well supported audit conclusions and recommendations regarding accounts receivable, inventory, accounts payable and other pertinent field examination areas
The ability to design and implement appropriate field exam procedures when unusual collateral or reporting circumstances exist
Knowledge of data extraction tool Monarch Pro
Completion of CFA
Field Examiner and Inventory Evaluation seminar series
Strong knowledge of accounting and its intricacies
Strong knowledge of Word and Excel, to include writing Excel formulas

Field Examiner Resume Examples & Samples

Conduct on-site pre-loan field exams, assess quality of collateral monitoring, and perform operational and troubled loan examinations
Conduct on-site investigations of internal controls
Evaluate accounting systems and controls
Evaluate various assets as collateral for loans
Determine the quality and validity of accounts receivable, inventories and all other general ledger accounts
Formulate meaningful recommendations to improve credit and collateral quality to help the Bank make sound lending decisions
Communicate the results of the field exam as provided in the field exam form to a vast array of readers so there is an understanding of the risks in the loans
Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management
Complete other related duties as assigned
Bachelors in Business or related field - with successful completion of at least two college level accounting courses, or similar experience and a minimum of 2 years commercial banking or related field experience
In lieu of a degree, a combined minimum of 6 years higher education and/or work experience to include a minimum of 2 year commercial banking or related field experience
Ability to travel to the customer’s place of business
Willingness to travel overnight up to at least 50% of the time
Ability to work independently or in a team environment, and identify and solve problems and possess financial analysis skills
Ability to adapt to changing conditions with companies, the economy, and the Bank
Strong computer spreadsheet skills and the ability to learn other database manipulation software systems
Self-motivated, well-organized individual

Field Examiner Resume Examples & Samples

Conducts on-site field exams to evaluate the collateral of prospective and existing borrowers in accordance with standard field exam procedures
Performs a financial analysis of borrower by reviewing financial statements and related financial documents
Determines whether financial and collateral records are reliable by analyzing borrower reports, procedures and controls
Determines the sufficiency of the collateral and warns of any major risk, exposure or potential devaluation of the assets
Prepares and submits status updates and detailed field exam reports, with supporting documentation, to the Field Exam Manager, Relationship Manager, Structured Lending team and other interested parties
Provides updates to the Field Exam Policy and Procedures Manual when appropriate
Responsible for strict adherence to all compliance and regulatory requirements as well as department policies and procedures
Knowledge of industry specific software, including AssetReader, AssetWriter and Stucky

Field Examiner Resume Examples & Samples

Communicate the results of the field exam in the field exam form to a vast array of readers so readers understand the risks in these loans
Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis
Identify risk-related issues needing escalation to management
Mentor junior field examiners
Bachelor’s degree or related field and a minimum of 3 years field exam experience
In lieu of a degree, a combined minimum of 7 years higher education and/or work experience to include a minimum of 3 years field exam experience
Demonstrated ability to work independently or in a team environment, and identify and solve problems and possess financial analysis skills
Understand how to use the M&T Bank field exam form and understand the theory and practice of asset based ineligible principles and be able to perform some complication and time sensitive field exams
Must be able to adapt to changing conditions with companies, the economy, and the Bank to be able to supply the information in a meaningful way
Possess the skills to begin to communicate findings on his or her own to all levels of the Bank and lead some less complex field exams when called upon to do so
Must be able to work under time pressure as needed

Asset Based Finance Field Examiner Resume Examples & Samples

Bachelor's or Master's degree, or equivalent work experience
At least 3 years of experience in finance and/or accounting activities
Thorough knowledge of accounting and auditing concepts
Exceptional knowledge of accounts payable/receivable, auditing and compliance and regulatory reporting
Exceptional knowledge of credit products, policies, procedures and philosophy
Strong analytical skills in relation to financial analysis, forecasting and planning
Ability to identify exceptions and to analyze data
Strong organizational and project management skills

Field Examiner Senior Resume Examples & Samples

Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed
Knowledge of the concepts, objectives, tools and methods used in collateral management; ability to implement and develop collateral strategies for risk control and profit management

Field Examiner Resume Examples & Samples

Understanding of how to anticipate, recognize, and deal effectively with existing or potential conflicts at the individual, group, or situation level; ability to apply this understanding appropriately to diverse situations
Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
Knowledge of and ability to utilize tools, techniques and processes for gathering and reporting data in a particular department or division of a company
Knowledge of tools, techniques, and practices, and ability to analyze and determine the credit-worthiness of a business enterprise through its financial statements
Knowledge of the generally accepted accounting principles and the ability to apply them appropriately within the organization

Health Care Real Estate Field Examiner Resume Examples & Samples

Prepare diligence requests/question lists and review/analysis of diligence information
Perform financial analysis
Interpretation of historical and projected financial information
Review/ and or provide supervision to associates and analysts in the preparation of financial models, including transaction summaries, pricing models, and cash flow models
Assist team in updating trend cards and analyzing financial statements on portfolio accounts
Assist in ensuring the transaction is in compliance from a regulatory standpoint
Debt Repayment
OFAC/CIP/AML/Food Insurance/Background Checks
Risk Ratings
Responsibility for completing and/or reviewing Initial Deal Review approval templates prepared by analysts and associates. Responsible for completing significant sections of the underwriting document with minimal supervision
Assist in supervising analysts and associates with the preparation of updating portfolio trend cards, collateral analysis as applicable and of portfolio reviews. The senior associate may be responsible for updating portfolio trend cards, provide collateral analysis as needed and assist with the preparation of portfolio reviews on more complex accounts
Assist/supervise analysts and associates with special projects
Work towards understanding and adapting to Ally's credit culture
BA or BS in Accounting or Finance. Dual major preferred
5-6 years of banking and lending experience including auditing, underwriting and financial and credit analysis
Demonstrated knowledge of regulatory and firm risk policies
Completion of Bank training program is preferred
Excellent communication (verbal and written), interpersonal and organizational skills
Highly analytical, detail oriented with problem solving capability
Ability to work independently with demonstrated strong time management skills
High level of accountability and the ability to effectively prioritize tasks
Highly motivated, self-starter
Technical: Computer literate, including: Word, Excel, Power Point. Experience with financial forecast models desirable

Compliance Field Examiner Supervisor Resume Examples & Samples

Provide expertise and guidance to management and associates on applicable rules and regulations
Coordinate and assist in the development of the Annual Branch Audit Package
Oversee department workflow and provide guidance to associates on departmental projects/issues. Streamline workflow by assigning tasks within the team
Provide guidance and coaching, develop training plans, write and deliver performance reviews, and answer day-to-day questions for team members. Assist team members with annual Goal Setting and tracking their progress
Communicate decisions, priorities and relevant project information to team members
Liaise with the Client Services department to evaluate processes and identify operational efficiencies
Track, compile and report Key Performance Indicators (KPI’s) to management and associates and identify trends that may require escalation
Perform periodic on-site supervision of the travelling branch examiners
Assist with the development and training of new and existing team members
Coordinate topics and schedule for monthly team teleconferences and on-site training sessions
Handle escalated calls from internal and external customers
Mastery of the Scottrade Branch Audit content, process and reporting systems
Knowledge of the brokerage industry
Must display a positive attitude and have a strong ability to work with others
Ability to manage and provide feedback to individuals working remotely
Self-starter with strong decision making abilities and the ability to develop/coach team members
Proven track record of achieving results through collaboration and teamwork
Ability to effectively communicate with all levels of the organization, clearly expressing ideas and concepts both verbally and in writing to effectively handle sensitive issues
Strong prioritization skills and the ability to handle multiple job duties in a fast paced environment
Must be able to maintain a high degree of confidentiality
Extensive research skills and problem solving ability
Excellent basic math skills
Ability to travel 6-8 weeks throughout the year
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience required
3+ years of brokerage experience required
3+ years experience in compliance required
Proven success as a competent leader, or success in similar position inside or outside of the company required

Field Examiner Resume Examples & Samples

Assess the borrowers’ overall systems and records and identify any areas of potential exposure
Review loan documentation and procedures for adherence to Loan Agreement
Prepare clear and concise audit reports highlighting areas of exposure
Make recommendations for customer reporting if deemed necessary
Communicate with Field Examination Manager and bank personnel throughout the engagement to keep them appraised for any material events
Assist with external examiners to complete field examination timely and within the budgeted allotment
Perform various audit functions as part of a team of examiners or as an independent including planning the assignment
Review information provided by the Company and request additional information as needed to complete the assignment
Maintain a professional attitude and appearance while performing assignments, both within and outside the office, in order to portray a professional image of the Bank
Be required to travel to various locations within the Chicago land area; may require overnight travel
Handle special projects and other duties assigned by Field Examination Manager
Comply fully with all Banking regulations

Field Examiner / Auditor Resume Examples & Samples

Perform and/or manage due diligence assignments
Bachelor’s degree in business, economics, accounting or finance
3 years of experience in related field
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Presentation skills mandatory
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Senior Field Examiner / Auditor Resume Examples & Samples

Able to work independently and meet deadlines
Also able to work cohesively in a team-based engagement environment
Prepare and review Consultant reports and work products and provide timely feedback
Responsible for completion of engagements, including managing all aspects of project
Conduct field work and analysis both remotely and on-site (consistent travel required)
Participate in business development activities to include memberships in qualified organizations

Senior Field Examiner / Auditor Resume Examples & Samples

Develop long term strategies for clients
Review Consultant work product and provide feedback
Conduct solid analysis; deliver solutions to client
Attain revenue objectives
Participate in business development activates to include memberships in qualified organizations

Field Examiner / Auditor Manager Resume Examples & Samples

Perform due diligence and field examination assignments for the Group’s clients
Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
Regarded as a Subject Matter Expert within the business unit and shares knowledge
Assume significant client responsibility as client’s trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
Understand client’s needs
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ

Field Examiner / Auditor Senior Manager Resume Examples & Samples

Manage and devise a growth plan for the commercial loan analysis, loan review, credit review training and credit consulting function
Spread corporate financial statements of client’s present and prospective commercial borrowers
Provide expert written financial analyses of commercial borrowers to serve as one credit analytical client tool in the initial and on-going review process
Prepare, through a thorough training process, to take over the management of a unit
Participate in the marketing effort required to achieve the unit’s growth potential
Meet new business prospects and actively service existing clients

Senior Field Examiner Resume Examples & Samples

Perform surveys on the prospects’ records for new loans
Perform the field examinations of the more complex secured lending clients and analysis of their collateral records and financial statements
Prepare examination reports and supporting work papers for review and discussion with relationship managers and representative loan committees
Schedule exams for existing and prospective clients and be main contact to follow up with the relationship manager regarding special procedures to be performed in exam
Assist in the training of staff
Maintain a good working knowledge of generally accepted accounting principles (GAAP) and financial statement analysis
Travel within Tri-state area. Overnight travel is limited

Senior Field Examiner Resume Examples & Samples

Conducts field examinations either independently or as the lead examiner of current and prospective asset based and commercial bank clients in accordance with standard auditing procedures to determine their financial condition and collateral values
Construct field examination reports and supporting findings to highlight material variances that were identified, draw conclusions and provide recommendations for improvement
Evaluate customer’s borrowing based certificates to ensure compliance with Bank requirements
Investigate and examine customer’s accounting procedures and systems to ensure that they conform to acceptable bank standards and to identify potential collateral risk and exposure
Assess customer’s financial condition by reviewing internal reports, bank statements and related financial documents
Assist with the review of field examinations completed by outsourced vendor or contractors to ensure that the Bank's audit standards are uniformly met
Train external and internal field examiners
Communicate field exam findings, delays, concerns and customer limitations to Field Examination Manager and Sr. Management
Bachelor degree in Accounting or Finance
7 years of Commercial Field Examination and Asset Based Loan experience
Ability to exercise prudent judgement to make independent decisions affecting customers and the Bank
Strong organization and multi-tasking skills in a high stress, fast paced environment
Proficient in Microsoft Office programs (Excel, Word and Power point)

Field Examiner Resume Examples & Samples

Incumbent is required to drive government vehicle traveling distances that may require overnight lodging
Best Qualified Category - Candidates who meet the minimum qualification requirements and demonstrate a high level of the knowledge, skills, and abilities necessary to perform the duties of the position
Well Qualified Category - Candidates who meet the minimum qualification requirements and demonstrate a satisfactory level of the knowledge, skills, and abilities necessary to perform the duties of the position
Qualified Category - Candidates who meet the minimum qualifications requirements
Knowledge of all laws, regulations and benefit programs administered by Federal, state and local agencies to ensure that veterans or recipients are receiving all benefits to which they are entitled
Knowledge of the requirements for appointment and performance as a fiduciary and the regulations policies and procedures regarding contested claims, dependency issues, administrative decisions and apportionments in order to protect those under fiduciary care
Knowledge and skill in the full range of investigation techniques including interviews, interrogations, document searches and surveillance; including ability to plan, organize and conduct administrative investigations; skilled in data analysis and case development in order to determine the suitability, evaluate performance and document misuse of funds of fiduciaries
Interpersonal skills and cultural sensitivity to deal successfully with individuals from diverse backgrounds and varying degrees of competency
Knowledge of Privacy Act and Freedom of Information Act requirements for release of information