Executive II - Field Audit

This role focuses on ensuring the accuracy, quality, and compliance of customer visit

details through comprehensive field audits. The responsibilities include conducting

on-site customer verifications, cross-checking data with system records, and assessing

the effectiveness of collection interactions. The position involves preparing detailed

audit reports, identifying gaps, and recommending improvements. Additionally, the role

supports training initiatives to align collection agents with audit standards and company

policies, ensuring consistent and compliant field operations.

What We Expect From You

The primary responsibility of this role is to conduct thorough field audits to ensure the

accuracy and quality of customer visit details recorded by our collection agents.

● Field Visits: Regularly visit customer locations to verify the accuracy of information recorded by

collection agents, including customer contact details, visit dates, and outcomes.

● Data Verification: Cross-reference field visit data with the information captured in our system to

identify discrepancies and inconsistencies.

● Quality Assessment: Evaluate the quality of customer interactions and the

effectiveness of collection efforts.

● Reporting: Prepare detailed audit reports that highlight findings, recommendations,

and areas for improvement.

● Training: Assist in developing training materials and conducting training sessions for collection

agents to enhance their understanding of audit standards and best practices.

● Compliance: Ensure adherence to company policies, procedures, and regulatory requirements

Must Haves

● Proven experience in field auditing or a related role (preferred)

● Strong analytical and problem-solving skills

● Excellent communication and interpersonal skills

● Proficiency in using computers and relevant software (e.g., CRM systems, data

analysis tools)

● Ability to work independently and as part of a team

● Valid driver's license and reliable transportation

● Experience in the collections industry (preferred)

● Knowledge of relevant regulatory requirements (preferred)

● Familiarity with geographic territories where audits will be conducted

(preferred)