Floor Plan Inventory Auditor/Vehicle and Field Inspector

Job Description

Job Description

Job Description:

Collateral Specialists Inc. provides third-party inspection and auditing services to the financial community. Having served the industry for over 29 years, CSI provides services in all 50 states. CSI field inspections include, but are not limited to:

Floor Plan Inspections - CSI’s floor plan inspections provide lenders with a regularly scheduled accounting of their financed inventory. CSI field representatives visit automotive, truck, and construction equipment dealerships at varying frequencies to verify inventory by serial number and model. CSI will verify which units financed by the bank are on site. Units not on site will need to be reconciled to ascertain their status (e.g., in stock, on demo, on rent, not received, sold, etc.) If they are stored nearby or at a repair shop when you arrive, you will often travel to offsite locations to photograph the vehicle.

Equipment Inspections - Usually in conjunction with a new equipment lease, CSI verifies that the equipment being financed by a leasing company is at the end user’s place of business. Verification includes confirming serial numbers, taking photos, and preparing a short report.

Site Inspections - Collateral Specialist’s site inspection service provides a physical inspection of your borrower’s place of business. All inspections include a report and photos of the property. Depending on your requirements, the CSI representative will either take a tour of the inside of the property or perform a no-contact exterior inspection. The detailed site inspection report provides information on the competition, the current business environment, and many other aspects that lenders need to know. Many of these inspections have a set of special instructions per the need of the client, so someone who has keen attention to detail, and written instructions is imperative.

CSI is seeking part-time representatives to complete field inspections. Inspectors coordinate their own schedules and appointment times, if requested. Turnaround times for reports are anywhere from 48 hours to 30 days, depending on the inspection.

Essential Duties

• Represent CSI and its customers in a professional manner
• Travel to various businesses and verify collateral on hand, working off an inventory list
• Taking digital photos of property and equipment
• Completing reports via the web. CSI Tablets are sent to active floor plan inspectors.
• Verifying the existence and accuracy of documents
• Communicate with CSI from the site with inspection results

Basic Skills / Requirements

• Reliable transportation and willingness to regularly travel within 50 miles of home
• Detail oriented
• Strong communication skills, written and verbal
• Highly organized
• Dependable
• Schedule flexibility – Weekday availability before 4:00 PM
• Proficient with mobile technology (tablet, cell phone, etc.)
• Adhere to strict confidentiality standards
• Able to climb short distances (i.e., into a truck cab)
• Ability to learn quickly and is a self-starter
• Ability to follow complex procedures

This is a part-time position; hours will vary based on customer order requests. Experience in the automotive or financial industry preferred. Our field representatives are compensated at competitive rates and are supported by an excellent staff of account specialists.

Please submit a cover letter and resume expressing your interest in this position.

More information is available, please submit your info through ZipRecruiter or on our website at

The above statements are intended to describe the general nature and level of work being performed by the individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required of potential personnel. Collateral Specialists Inc. reserves the right to modify this job description at its discretion to meet and/or exceed the needs of the business .

Collateral Specialists Inc. (CSI) is a trusted third-party inspection service within the financial industry. For over 29 years, we have been delivering expert field inspections across all 50 states. Our services help financial institutions track, verify, and audit collateral for a wide range of industries, including dealership floor plan, SBA lending, leasing, and more.

Company Description

Collateral Specialists Inc. (CSI) is a trusted third-party inspection service within the financial industry. For over 29 years, we have been delivering expert field inspections across all 50 states. Our services help financial institutions track, verify, and audit collateral for a wide range of industries, including dealership floor plan, SBA lending, leasing, and more.