Field Examiner Job Description
Field Examiner Duties & Responsibilities
To write an effective field examiner job description, begin by listing detailed duties, responsibilities and expectations. We have included field examiner job description templates that you can modify and use.
Sample responsibilities for this position include:
Field Examiner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Field Examiner
List any licenses or certifications required by the position: CPA
Education for Field Examiner
Typically a job would require a certain level of education.
Employers hiring for the field examiner job most commonly would prefer for their future employee to have a relevant degree such as Collage and University Degree in Education, Accounting, Finance, Military, Business, Economics, Graduate Education, Criminal Justice, Counseling, Social Work
Skills for Field Examiner
Desired skills for field examiner include:
Desired experience for field examiner includes:
Field Examiner Examples
Field Examiner Job Description
- Perform on-site fact-finding to ascertain the total of a beneficiary's income, assets and obligations to inspect the environmental setting, and to assess the social, economic and industrial adjustment
- Develop information through observation, analysis of records, personal interviews, and depositions of beneficiaries, their relatives and/or disinterested witnesses in the community
- Verify evidence to establish accuracy and authenticity
- Periodic overnight travel may be required based on mission needs
- On a routine basis, the incumbent in this position will be required to operate a government-owned motor vehicle
- Plan and undertake all Field exams and upload to appropriate databases within a specific time frame
- Identify and escalate relevant credit and processing issues to assist manage Invoice Finance portfolio
- Identify and escalate any process improvements or effective controls to assist in the risk management of the portfolio
- Maintain active communication and working relationships with key stakeholders to provide a positive service experience
- Contact clients directly to obtain further information and clarify any issues
- Must have a valid driver's license to operate a government vehicle
- Requires traveling long distances and
- A legible copy of your DD Form 214, "Certificate of Release or Discharge from Active Duty," showing all dates of service, character of service (Honorable, General)
- Current active duty members must submit a signed statement of service from their commander dated within the last 120 days that contains their expected discharge date, their release from active duty under honorable conditions, any medals awarded, and the timeframe of their service so eligibility can be determined
- Veterans claiming 10 point preference must also submit an SF-15 and all documents indicated on the form as proof of type of preference
- If you are unsure as to whether you qualify for veterans' preference, please consult the U.S. Department of Labor's Veterans' Preference Advisor here
Field Examiner Job Description
- Experience in Banking and/or Financial Services
- The ability to thrive in an autonomous role
- Review field exam reports prepared by third party vendors for relationship manager outside of the Business Credit group and/or field exam reports provided by lead Bank for participated relationships
- Fulfilling stress test auditing and exit planning
- Identifying and escalating material risk issues to key stakeholders
- Managing audits proactively and making sure they are effectively prioritised
- Working collaboratively with the Portfolio team and delivering a flexible approach to auditing
- Making recommendations to help mitigate risk situations
- Enhancing the client proposition by playing an active role with the Portfolio and Deal team, offering sound and constructive recommendations on risk issues
- Supporting the development of new or less experienced colleagues in the wider team
- Excellent communication skills (written and verbal, well-versed in English) with strong analytic and presentation abilities
- Must be well-spoken and able to develop and present examination data in a friendly, empathetic and helpful manner if required by the client
- Ability to have discussions with the client by using industry knowledge and fully comprehending clients’ business models and needs
- Ability to commit to working consecutively Monday – Friday over a four month timeframe
- Ability to obtain valid driver's license (Americas only) and travel up to 2-3 hours from home base with personal automobile
- Ten or more years of experience in finance and/or accounting activities
Field Examiner Job Description
- Identification and escalation of relevant credit and processing issues to assist managing Invoice Finance portfolio
- Identification and escalation of any process improvements or effective controls to assist in the risk management of the portfolio
- Providing customer service consistent with TWC Value proposition and brand position
- Providing training as required for customers and actively communicating with them to obtain further information/clarity of information as appropriate
- Make recommendations on any areas of deficiency noted during the course of the examination as they relate to potential prospect/client weaknesses which could potentially cause a negative impact to the collateral securing the loan
- Prepare and distribute written reports to be utilized by New Business Development Officers, Account Executives and Credit personnel in the evaluation of the collateral in relation to the proposed or existing credit facility
- Develop self and others through seeking and offering on the job coaching and engagement experiences
- Develop and maintain productive working relationships with clients to enhance customer satisfaction
- Build strong credibility through displaying positive insight and business acumen, applying technical competence and engaging in relevant discussions with clients and engagement teams
- Provide review of staff work product and performance
- Solid technical background and knowledge
- Knowledge with CCC One Estimating preferred
- Must possess a valid driver’s license and be state licensed as needed
- Participate in National Reviews
- The ideal candidate will have a minimum of 3-4 plus years of experience as a secured credit field examiner
- FINRA Series 7 Registration, or obtain within one year
Field Examiner Job Description
- Receives claims assignments and communicates and coordinates with insured
- Contacts and meets virtually or in-person with the insured or 3rd party to photograph and inspect all damaged dwelling, other structures and personal property
- Determines scope of repairs
- Comes to an agreed cost of repair with the insured and possibly the Network Repair Program (NRP) or insured's contractor
- Follows the claims process to conclusion
- Settles and pays dwelling, other structure damage, contents and/or loss of use once the coverage analysis is completed
- Handles all correspondence to ensure the file is regulatory compliant
- Conducts field exams of prospective and existing commercial clients in accordance with standard field exam procedures
- Completes the most complicated field exams with little or no management assistance
- Evaluates client’s financial condition by studying internal reports, bank statements, and related financial documents
- The ideal candidate will have prior Insurance Company or Broker Dealer experience, preferably in Compliance or operations
- Four to six years of experience in finance and/or accounting activities
- Thorough knowledge of accounts receivable and inventory auditing reporting
- Thorough knowledge of credit products, policies, procedures and philosophy
- A Bachelor's degree in Accounting, Auditing, Business Administration, Banking, pre-Law, Information Technology, or a closely-related field
- Good oral communication and report-writing abilities
Field Examiner Job Description
- Reviews inventory data to determine quality of inventory
- Studies client’s accounting procedures to ensure that they conform to accepted procedures
- Prepares detailed reports of field exams to detail the risk for lenders and management
- Hold the Accredited Insurance Examiner (AIE) or Certified Insurance Examiner (CIE) designation offered through the Insurance Regulatory Examiners Society
- Processing Information - the ability to compile, calculate, audit, and analyze complex financial information or data
- Teamwork - the ability to function as a member of a team by assisting and supporting other employees
- Ability to understand financial statements and perform financial analysis
- Working knowledge of word-processing and spreadsheet software (Word and Excel)
- Two years experience examining financial institutions for financial safety, soundness, overall performance, and compliance with laws and regulations and a Bachelor's degree in Accounting, Auditing, Business Administration, banking, pre-Law, or a related field
- Strong understanding of the bank regulatory environment
- Requires a Bachelor's in Finance, Accounting, Business or a related field and experience in asset based lending, account receivable and loan collateral or other directly related experience
- Highly prefer public accounting auditing experience or the work experience necessary to license as a CPA