Job Role

- Field Audit Executive

- Field Auditor

- Collection Audit Executive

- Conduct field audits to verify the accuracy, quality, and compliance of customer visit details recorded by collection agents.

- Visit customer locations and verify information collected during field visits.

- Cross-check field data with system and CRM records to identify discrepancies.

- Assess the quality and effectiveness of customer interactions and collection activities.

- Prepare detailed audit reports highlighting findings, gaps, and recommendations.

- Support training initiatives to improve collection agents' understanding of audit standards and company policies.

- Ensure field operations are conducted consistently and in compliance with company policies and regulatory requirements.

Key Responsibilities

Field Audits

- Conduct regular visits to customer locations.

- Verify customer contact details, visit dates, visit outcomes, and other information recorded by collection agents.

- Ensure the information provided by collection agents accurately reflects the actual field visit.

- Cover assigned geographic territories for field audits.

Data Verification

- Cross-reference field visit information with CRM and system records.

- Identify discrepancies, incorrect entries, and inconsistencies.

- Maintain accurate records of audit findings.

- Escalate significant data or process-related issues to the concerned team.

Quality Assessment

- Evaluate the quality of customer interactions conducted by collection agents.

- Assess the effectiveness and professionalism of collection activities.





- Identify gaps in field processes and agent performance.

- Recommend corrective and preventive actions where required.

Reporting

- Prepare detailed field audit reports.

- Document audit findings, discrepancies, and compliance gaps.

- Provide practical recommendations for process improvement.

- Maintain proper documentation of completed audits and follow-ups.

Training & Development

- Assist in developing training materials for collection agents.

- Support training sessions related to audit standards and best practices.

- Help collection agents understand company policies, procedures, and compliance requirements.

- Provide feedback based on audit observations.

Compliance

- Ensure collection activities adhere to company policies and procedures.

- Monitor compliance with applicable regulatory requirements.

- Report violations or non-compliance identified during field audits.

- Support consistent and compliant field operations.

Must-Have Skills & Qualifications

- Experience in field auditing or a related role is preferred.

- Experience in the collections industry is preferred.

- Solid analytical and problem-solving skills.

- Excellent communication and interpersonal skills.

- Proficiency in computers, CRM systems, and relevant data analysis tools.

- Ability to work independently as well as part of a team.

- Valid driver's license and reliable transportation.

- Knowledge of relevant regulatory requirements is preferred.

- Familiarity with the geographic territories where audits will be conducted is preferred.

- Willingness to travel regularly for field audits.

📌 Executive II - Field Audit, Chennai
🏢 JobTrade
📍 Chennai