Senior Account Executive, Structured Finance
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Job Description
Account Executive managing client portfolios to ensure compliance with financial standards. Position at Pathward, a financial empowerment company, focusing on increasing access to financial services.
Responsibilities:
- Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards.
- Responsible for ensuring all advances and loans comply with loan policy and approved structure.
- Attain an acceptable contribution to overhead and/or profit from each client arrangement to achieve individual profit objective.
- Responsible for documenting all relationships to ensure approved and required legal documentation.
- Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
- Propose changes in policies and procedure to reduce costs and provide better and more efficient services.
- Develop and operate within individual budget to control expenses.
- Structure and underwrite changes to existing deals for management approval.
- Other duties as assigned.
Requirements:
- Bachelor's degree or equivalent education and work experience.
- 5+ years relevant experience.
- Customer service
- Communication skills (verbal & written)
- Collaboration
- Financial Acumen
Benefits:
- health insurance
- 401(k) retirement benefits
- life insurance
- disability benefits
- paid time off
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