Executive II - Field Audit

Job Overview

This role is dedicated to verifying the precision, quality, and compliance of customer visit information through rigorous field audits. It involves performing on-site audits of customer visits, cross-examining data against system records, evaluating the efficiency of collection interactions, and preparing comprehensive reports to spotlight gaps and suggest enhancements. The position further includes supporting training initiatives to align collection agents with auditing standards and company guidelines to ensure consistent and compliant field operations.

Primary Responsibilities

• Conduct routine visits to customer locations to confirm accuracy of contact details, visit dates, and outcomes recorded by collection agents.
• Verify field visit data by cross-referencing with system entries to detect inconsistencies or discrepancies.
• Assess the quality of customer engagement and the effectiveness of collection strategies.
• Compile detailed audit reports summarizing findings, recommendations, and areas needing improvement.
• Support development and delivery of training materials and sessions to enhance collection agents' understanding of auditing standards and best practices.
• Maintain compliance with company policies, procedures, and applicable regulatory standards.

Candidate Requirements

• Experience in field auditing or closely related functions is preferred.
• Analytical mindset with strong problem-solving capabilities.
• Excellent communication skills and ability to interact effectively with stakeholders.
• Proficient in computer use, including CRM software and data analysis tools.
• Capable of working independently and collaboratively within a team.
• Possession of a valid driver's license and dependable transport.
• Prior exposure to the collections sector is advantageous.
• Familiarity with relevant regulatory frameworks is desirable.
• Knowledge of geographic areas where audits will be carried out is a plus.