Account Executive Sr (Structured Finance)

1 hour, 37 minutes ago
Full-time
Senior
Sales and Business Development
Pathward

Pathward

Pathward is a federally registered financial institution that enhances financial inclusion by offering a robust banking infrastructure and a variety of financial solutions to support businesses in accessing the necessary funds for growth.

Diversified Financial Services
251-1K
Founded 1954

Description

  • Manage an assigned portfolio of accounts to ensure relationships meet corporate standards for risk, profitability, and financial controls.
  • Monitor clients’ financial condition, management performance, and industry trends, and take timely action to minimize losses.
  • Ensure all advances and loans comply with loan policy and approved structure.
  • Document all relationships to ensure required legal documentation is complete and accurate.
  • Resolve factoring and asset-based lending service issues while controlling operational costs and reducing client attrition.
  • Propose policy and procedure changes to improve efficiency and reduce costs.
  • Develop and operate within an individual budget to control expenses.
  • Structure and underwrite changes to existing deals for management approval.
  • Perform other duties as assigned.

Requirements

  • Bachelor's degree or equivalent education and work experience.
  • 5+ years of relevant experience.
  • Customer service experience.
  • Strong verbal and written communication skills.
  • Collaboration skills.
  • Financial acumen.
  • Experience managing client relationships in a financial services or lending environment is preferred.
  • Ability to work in a hybrid remote-office model.
  • Legal documentation and underwriting experience is preferred.

Benefits

  • Salary range of $104,000 to $174,000.
  • Eligible for an annual performance-based incentive opportunity.
  • Comprehensive health insurance benefits.
  • 401(k) retirement benefits.
  • Life insurance and disability benefits.
  • Paid time off.
  • Eligible employees may receive additional benefits through Pathward's full benefits package.

Interested in this position?

Apply directly on the company website

Apply Now

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