About this opportunity
Elevate lists this Senior Field Examiner opportunity in red bank, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Elevate LLC | Partner Firm Opportunity
Location- Red Bank, New Jersey (Hybrid options with the potential for travel)
Salary- $135,000 – $165,000 base (depending on experience & expertise)
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About Elevate
Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and cultur
e.Our partner firm based in Red Bank, NJ, is looking to hire an experienced Senior Field Examiner to support and expand their growing ABL practic
About the Role
oleThe Senior Field Examiner is responsible for conducting asset-based lending field examinations across a diverse client portfolio. This role includes performing new and recurring ABL field exams of varying complexity, managing collateral assessments, and delivering high-quality examination reports to lender clien
ts.This role requires an individual with deep expertise in ABL collateral analysis and strong proficiency in Asset Writer and Asset Reader software, with the ability to independently manage engagements from planning through report delive
Key Responsibilities
Conduct comprehensive asset-based lending field examinations for a variety of clients across industries, including accounts receivable, inventory, and other collateral reviews
Utilize Asset Writer and Asset Reader software proficiently to prepare and deliver thorough, accurate field examination reports
Analyze borrowing base certificates, aging reports, inventory valuations, and financial statements to assess collateral quality and lending risk
Identify and communicate findings, risks, and recommendations to lender clients with clarity and professionalism
Handle new business engagements as they arise, demonstrating flexibility and the ability to manage a broad range of examination types
Serve as a trusted point of contact for lender clients throughout the examination process, delivering a high-quality, professional experience
Maintain strong working relationships with existing clients and support business development by contributing to the firm’s reputation for excellence in the ABL market
Communicate clearly and effectively with borrower management during on-site visits, maintaining professionalism and building cooperative working relationships
Prepare detailed written examination reports within established deadlines, ensuring accuracy, completeness, and adherence to firm and client standards
Manage multiple engagements simultaneously, prioritizing workload effectively to meet client timelines
Partner with firm leadership to support quality control, knowledge sharing, and process improvements across the team
Qualifications
Finance, Accounting, or another acceptable Business degree
8–10 years of experience in asset-based lending field examination; candidates with a minimum of 5 years’ experience and strong Asset Writer/Reader proficiency
Proficiency in Asset Writer and Asset Reader software is required
Strong technical knowledge of accounts receivable, inventory, and other ABL collateral types, including borrowing base structures and eligibility criteria
Demonstrated ability to independently manage field examinations from planning through report delivery
Excellent written and verbal communication skills, with the ability to present findings clearly to both lender clients and borrower management
Highly motivated, detail-oriented, reliable, and ethical
Solid understanding of business and accounting concepts
Advanced Excel skills
Willing to travel as required to conduct on-site field examinations at borrower locations
Experience with a variety of industries and collateral types preferred; background with other major institutional lender examinations is a plus
Compensation & Benefits
Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. This role is eligible for a comprehensive benefits and compensation package. Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. xhmxlyz Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
Worksite address
red bank, NJ, 07701, US
Who can apply
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