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Region Field Exam Manager - Asset Based Lending - Executive Director

JPMorgan Chase · Dallas, United States +1 · 5mo ago

Director & ExecutiveOn-siteRisk & Compliance

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

As the Regional Field Exam Manager in our Asset-Based Lending (ABL) Field Examination team, you will safeguard portfolio integrity and support business growth through high-quality collateral examinations and actionable insights. As the Regional Field Exam Manager, you will oversee a team of Assistant Managers/Team Leaders and Field Examiners, owning end-to-end delivery, quality, and governance of field exams. You’ll drive timely posting, review, and distribution, escalate issues promptly, and champion continuous improvement in process, communication, cost control, and stakeholder engagement. Success in this role is measured by exam cycle times, quality survey scores, exam outcomes, and effective resource management across a dynamic ABL portfolio.

Job responsibilities

Lead a regional team of Assistant Managers, Team Leaders, and Field Examiners, providing daily direction, workload prioritization, and coaching.
Ensure timely posting of all examinations to the system of record for management review, and release them for distribution within prescribed business days.
Review all field exams to identify unsatisfactory findings, escalate issues promptly, and drive resolution with business partners and field exam management.
Oversee tracking, monthly billing, and reconciliation of field exam expenses, ensuring accuracy and cost discipline.
Review unsatisfactory field exam quality surveys, conduct follow-ups, and implement coaching plans to remediate gaps.
Balance internal staffing and approved external resources to maintain the ABL portfolio, allocating capacity to meet demand and coordinating exam scheduling with the administrator.
Enhance communication and lead collateral discussions with business partners.
Review and provide maintenance updates to exam administration, ensuring system maintenance and data integrity.
Achieve satisfactory ratings from Credit Review and Internal Audit by ensuring exam workpapers and outputs meet policy standards.
Complete annual performance reviews and periodic coaching sessions for team members, ensuring compliance with national field exam policies and procedures.
Prepare and submit monthly field exam management reports and KPI dashboards, and personally manage 10–15 exams per year to stay close to practice and client needs.

Required qualifications, capabilities, and skills

Bachelor’s degree in Accounting, Finance, Economics, or Business Administration (or equivalent experience).
Minimum 10 years of direct field examination experience, including at least 7 years in ABL.
Minimum 5 years of supervisory/management experience leading field exam teams.
Demonstrated expertise with ABL collateral audits, workpaper standards, policy adherence, and risk escalation.
Strong operational rigor with experience meeting defined cycle times and quality benchmarks.
Proficiency with field exam systems of record and distribution workflows; strong Excel/analytical skills.
Excellent communication, stakeholder management, and leadership skills, with a track record of coaching and talent development.

Preferred qualifications, capabilities, and skills

Professional certifications such as CPA, CIA, CFE, or CFA.
Experience optimizing exam schedules using internal and outsourced models.
Background in large, regulated financial institutions and familiarity with audit/credit review protocols.
Continuous improvement mindset with experience in process enhancement and/or data automation.

About the Team
Our Asset-Based Lending (ABL) Field Examination team safeguards portfolio integrity and supports business growth through high-quality collateral examinations and actionable insights. We partner closely with credit risk, portfolio management, and front-office teams to deliver timely, accurate, and risk-aware field exams.

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.