Field Examiner - Middle Market Commercial

THIRD COAST BANK • University Park, TX

3d • Onsite

About The Position

WE ARE SEEKING A DETAIL-ORIENTED AND HIGHLY ORGANIZED FIELD EXAMINER TO JOIN OUR TEAM. AS A FIELD EXAMINER, YOU WILL BE RESPONSIBLE FOR CONDUCTING ON-SITE AUDITS AT VARIOUS LOCATIONS, ENSURING COMPLIANCE WITH INDUSTRY REGULATIONS, AND PROVIDING VALUABLE INSIGHTS TO IMPROVE OPERATIONAL EFFICIENCY. YOU WILL INTERACT WITH EMPLOYEES, VENDORS, AND MANAGEMENT, ENSURING THAT PROCESSES AND PROCEDURES ARE FOLLOWED ACCURATELY.

Requirements

• A minimum of 7 years of experience in Field Examinations
• Proven experience in auditing, accounting, or a related field (1-3 years preferred).
• Strong knowledge of auditing techniques, financial reporting, and risk management.
• Familiarity with industry regulations and compliance standards.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and audit software.
• Excellent written and verbal communication skills.
• Ability to travel to various sites as required by the role.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Business, or a related field is preferred.

Responsibilities

• Perform regular audits at client sites or within company locations to ensure compliance with internal policies, external regulations, and industry standards.
• Review financial records, inventory systems, operational processes, and employee procedures during audits.
• Collect and analyze data related to financial transactions, inventory management, and operational practices.
• Identify discrepancies, errors, or non-compliance issues and prepare detailed reports with findings and recommendations for improvement.
• Collaborate with the finance and operations teams to resolve audit findings and implement corrective actions.
• Provide guidance and training to staff and management on best practices for financial and operational compliance.
• Conduct risk assessments to identify areas of potential concern and recommend mitigation strategies.
• Maintain a clear and detailed record of audit activities, including workpapers, findings, and conclusions.
• Develop and present audit reports to senior management and clients in a clear and concise manner.
• Stay up to date with changes in industry regulations and auditing standards.
• Support the deal team in managing existing and developing new client relationships
• Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring
• Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.)
• Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process
• Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed
• Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio
• Assist in training and coaching of new team members
• Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.)
• Ability to work within timelines and complete projects before deadlines

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level