
1001 - 5000 employees
đĄď¸ Insurance
đź Consulting
đŚ Logistics
Insurance ⢠Consulting ⢠Logistics
Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.
đĽ 18 hours ago
đľ Arizona, Kentucky, +4 more states â Remote
đľ $72k - $120k / year
â° Full Time
đ Senior
đť Ghost score 6%
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1001 - 5000 employees
đĄď¸ Insurance
đź Consulting
đŚ Logistics
Insurance ⢠Consulting ⢠Logistics
Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.
⢠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
⢠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
⢠Annual performance-based incentive opportunity ⢠Health insurance ⢠401(k) retirement benefits ⢠Life insurance ⢠Disability benefits ⢠Paid time off ⢠Comprehensive benefits package for eligible employees
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