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)

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. 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.

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