Situation: A financial institution restructured its operations such that all collateral reviews for customers in the Southeast were to be performed through its Atlanta office. Short on field examiners in a tight employment market, the financial institution needed to find an outsourcing partner.

Action: Moore Colson met with management of the financial institution and structured a staffing arrangement to cover both prospect and recurring customer field exams. Working with the national audit management of the lender, Moore Colson conducted training courses with its team members on the financial institution's field exam package and developed a team of auditors equipped to address the risks specific to the lender's customers.

Result: The financial institution was able to meet its requirements for performing timely collateral reviews on its customer base. Moore Colson gave the lender the flexibility of scheduling collateral reviews for prospects with as little as 24 hours notice, thus creating a competitive advantage for the lender by significantly improving its responsiveness.