Senior Field Examiner/Consultant - Horizon Financial Services LLC - Trenton, NJ
(2026-03)
- Perform Factoring and Asset Based Lending collateral exams on existing customers and prospects for several banks and commercial lending institutions.
- Communicate with Relationship Manager, Underwriter, and Exam Manager of lending client throughout the examination to keep them appraised of any material events.
- Prepare a clear and concise written exam report that highlights areas of potential exposure for the lenders and succinctly summarize exam findings.
- Performing special projects as directed by the banks and lending institutions client.
Associate Field Exam Sr Officer - JPMorgan Chase - New York, NY
(2022-02 - 2026-03)
- Obtaining and analyzing client accounts receivable, inventory, and accounts payable data and historical performance
- Obtaining an overview and understanding of the client's collateral and financial performance
- Preparing (new credit facility) or verifying (existing credit facility) a borrowing base calculation.
- Verify the existence of inventory through physical inspection
- High level assessment of internal controls and financial reporting
- Documenting tasks performed on Excel based field exam template
- Prepare a written report using field exam template
Senior Field Examiner/Consultant - Horizon Financial Services LLC - Trenton, NJ
(2016-12 - 2022-02)
- Perform Factoring and Asset Based Lending collateral exams on existing customers and prospects for several banks and commercial lending institutions.
- Communicate with Relationship Manager, Underwriter, and Exam Manager of lending client throughout the examination to keep them appraised of any material events.
- Prepare a clear and concise written exam report that highlights areas of potential exposure for the lenders and succinctly summarize exam findings.
- Performing special projects as directed by the banks and lending institutions client.
Senior Field Examiner - Capital Business Credit LLC (currently aka White Oak Commercial Finance, LLC) - New York, NY
(2011-08 - 2016-12)
- Perform Factoring and Asset Based Lending collateral exams on existing customers, new business deals and special request exams.
- Provide accurate detailed analysis; draw logical conclusions, and present relevant recommendations.
- Identify thoroughly issues, quantify exposure and communicate to appropriate personnel.
- Conduct all interactions in a timely, professional and courteous manner.
- Provide direction and support to co-source partners.
- Serve as a liaison between collateral exam management and various department and senior management.
- Schedule exams and prepared exam scopes for upcoming exams.
Field Examiner/Consultant - Horizon Financial Services LLC - Trenton, NJ
(2010-05 - 2011-08)
- Perform Factoring and Asset Based Lending collateral exams on existing customers and prospects for several banks and commercial lending institutions.
- Communicate with Relationship Manager, Underwriter, and Exam Manager of lending client throughout the examination to keep them appraised of any material events.
- Prepare a clear and concise written exam report that highlights areas of potential exposure for the lenders and succinctly summarize exam findings.
- Performing special projects as directed by the banks and lending institutions client.
Field Examiner - GMAC Commercial Finance - New York, NY
(2006-06 - 2010-05)
- Perform Factoring and Asset Based Lending collateral exams on existing customers, new business deals and special request exams.
- Provide accurate detailed analysis; draw logical conclusions, and present relevant recommendations.
- Identify thoroughly issues, quantify exposure and communicate to appropriate personnel.
- Conduct all interactions in a timely, professional and courteous manner.
- Provide direction and support to co-source partners.
- Serve as a liaison between collateral exam management and various department and senior management.
- Reviewed exams and prepared exam scopes & checklists for upcoming exams.
