Senior Account Executive, Structured Finance
Pathward
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United States
Visit company websiteSalary
💰 $104,000 - $174,000 per year
Job Level
Senior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisloan compliancebudget managementunderwritingcost controlpolicy developmentdocumentationfactoringasset based lendingclient relationship management
Soft skills
customer servicecommunicationcollaborationproblem solvingtime managementanalytical thinkingnegotiationadaptabilityattention to detailinterpersonal skills
Certifications
Bachelor's degree