Client Account Exec II (Renewable Energy)

3 weeks, 3 days ago
Full-time
Mid Level
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

  • Ensure partner-underwritten loans conform to partner program credit guidelines in a timely manner.
  • Apply minimum underwriting standards based on the assigned simple credit box.
  • Collaborate with the Partner Development Executive to provide a consultative credit perspective before and after proposal issuance.
  • Review partner underwriting packages for completeness and accuracy.
  • Order and review due diligence materials and supporting documentation, including field exams.
  • Review and analyze financial statement spreads and cash flows.
  • Meet management for new relationships before closing on transactions over a predetermined amount.
  • Review reporting requirements and processing with clients.
  • Coordinate the pre-funding process with the assigned documentation team.
  • Oversee the closing documentation process in conjunction with the closing team and manage loans through their life cycle.

Requirements

  • Bachelor's degree or equivalent education and work experience.
  • Typically 3+ years of relevant experience with a bachelor's degree or equivalent.
  • Experience in renewable energy.
  • Underwriting background with emphasis on cash flow analysis and project finance.
  • Business acumen.
  • Customer focus.
  • Ability to collaborate effectively.
  • Strong communication skills.
  • Negotiating skills.

Benefits

  • Salary range of $60,000 to $100,500.
  • Eligible for an annual performance-based incentive opportunity.
  • Comprehensive health insurance benefits.
  • 401(k) retirement benefits.
  • Life insurance coverage.
  • Disability benefits.
  • Paid time off.
  • Hybrid remote-office work environment.

Interested in this position?

Apply directly on the company website

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