Field Service Analyst

The Field Service Analyst is responsible for conducting and delivering physical audits and results for NextGear Capital’s Risk organization while supporting the client-facing Operations team members who manage NextGear Capital’s portfolio of dealer accounts. This position requires a curious and composed professional who demonstrates the ability to deliver exceptional customer service while assessing the risk of a client’s business health by conducting physical and financial audits.

A strong ability to assess risk through the understanding of sales documentation, physical inventory audit results, and identifying concerning behaviors of the dealership staff. The Field Inventory Auditor I is responsible for delivering these results in written, visual, and sometimes verbal form to Operations, Risk, and Senior Leadership. They often interact with our clients to resolve outstanding audit items such as missing financial information, missing inventory.

***Candidates must live within the assigned territory Birmingham, AL and be able to travel 100% throughout Alabama. ***

• →Once on-site, quickly establish rapport with dealers in effort to achieve a comprehensive risk assessment. Assessment may require visits to multiple dealer locations, auctions, repair shops, etc.
• →Investigate, observe, and document dealership processes and practices and identify risks. 
• →Inspect collateral through lot and title audits and determine dealers’ equity and business health for underwriting purposes.
• →Verify inventory in market share conversion of $500,000+ to mitigate risk while growing the NextGear Capital portfolio.
• →Present a summary of findings to the dealer and take appropriate next steps such as re-educating dealers on contract requirements, reviewing inventory trends, collecting payments, and obtaining additional documentation as needed.
• →Assist Recovery team with repossessions by collecting the collateral keys from the dealer, securing the collateral inventory, arranging the transportation of collateral to auction, and monitoring daily funding receivables from the dealership. Repo audit, location audit.

• Establishes key priorities, focusing on significant problems/opportunities with the greatest risk.
• Ability to use independent judgement and decision making to assess a situation and make recommendations based on observations, collected information and deduction.
• Strong communication skills – able to verbally communicate information clearly, concisely, logically, and with confidence while actively listening by summarizing key points to clarify own understanding.
• Demonstrates ability to manage the details of multiple work activities concurrently within the time allocated to the work assigned.
• Accomplishes goals through adequate preparation, organization, process workflow, timeline, and clear expectations.
• Easily able to establish rapport and trust among colleagues and clients to work productively with people of diverse functional expertise and backgrounds.
• Ability to remain calm and professional in a potentially unpleasant and/or aggressive field work environment which includes the ability to adapt to heat, cold, rain, sleet, and other inclement weather conditions.

• Bachelor’s degree in finance, Business Administration, or related field with 2+ years of experience in the auto industry or related field. The right candidate may have 4 years’ experience in a related field in lieu of a degree. 
• 1-2 years audit/inspection experience preferred. 
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook). 
• Must be able and willing to travel Regional on short notice 75% of the time. 
• Must have a valid driver’s license. 

• Audit/inspection experience.

• This role requires extensive travel (throughout the assigned territory and may include travel to neighboring territories based on operational needs. (Company vehicle and fuel card provided).
• Work is performed primarily outdoors in all types of weather conditions and in accordance with company safety policies.
• Air travel may be possible 10% of the work month.
• Cell phone and Laptop provided