Field Examiner Job Description

Field Examiner Job Description

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Field examiner provides in-depth understanding of managed care systems and the ability to utilize those concepts when processing claims.

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:

Perform on-site due diligence at a variety of clients throughout Canada to ensure the client’s collateral is properly reported for financing purposes
Assists in the administration of the field examination process of employees and contractors in their duties related to the bank’s monitored portfolio
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
Reviews accounts payable records to determine aging of accounts and rate of payment
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
Evaluate the authenticity of financial transactions and records review 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)
Evaluate the adequacy of remittances made by existing (Corporate and Commercial) borrowers through review of the financial records
Responsibility for completing and/or reviewing Initial Deal Review approval templates prepared by analysts and associates
Be required to travel to various locations within the Chicago land area
Conduct solid analysis

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:

Tools
Ability to adapt as needed
Ability to analyze and determine the credit-worthiness of a business enterprise through its financial statements
Ability to implement and develop collateral strategies for risk control and profit management
Ability to leverage that information in creating customized customer solutions
Ability to utilize tools
Anticipating
Approaches
Concepts
Division of a company

Desired experience for field examiner includes:

Minimum 3 years Internal Audit or Financial Audit experience in the financial services industry
A background in credit loan review and/or prior asset based lending experience is preferred
Achieve professional certifications relative to areas of expertise, must have an preserve required licenses
Assume significant client responsibility as client’s trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts
Responsible for new client development in partnership with upper management
Drive a team environment

Field Examiner Examples

1

Field Examiner Job Description

Job Description Example
Our company is hiring for a field examiner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for field examiner
  • 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
Qualifications for field examiner
  • 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
2

Field Examiner Job Description

Job Description Example
Our growing company is looking for a field examiner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for field examiner
  • 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
Qualifications for field examiner
  • 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
3

Field Examiner Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of field examiner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for field examiner
  • 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
Qualifications for field examiner
  • 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
4

Field Examiner Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of field examiner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for field examiner
  • 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
Qualifications for field examiner
  • 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
5

Field Examiner Job Description

Job Description Example
Our company is looking for a field examiner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for field examiner
  • 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
Qualifications for field examiner
  • 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

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