Account Executive Advisor – Temp
Pathward
full-time
Posted on:
Location Type: Remote
Location: Arizona • Kentucky • United States
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Salary
💰 $104,000 - $174,000 per year
About the role
- Manage all aspects of an assigned portfolio of accounts, ensuring the relationships meet corporate standards for risk, profitability, factoring and asset-based lending services, and financial controls.
- Manages 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.
- Ensures all advances and loans comply with loan policy and approved structure.
- Attains 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.
- Resolves factoring and asset-based lending service problems, control operational costs and minimize loss of clients to competition.
- Proposes changes in policies and procedures to reduce costs and provide better and more efficient services.
- Develops and operates within individual budget to control expenses.
- Structures and underwrites changes to existing deals for management approval.
- Other duties as assigned.
Requirements
- Bachelor's degree or equivalent education and work experience. Master's degree preferred.
- Typically requires a minimum of 8 years of related experience with a bachelor’s or equivalent.
- Customer service
- Communication skills (verbal & written)
- Collaboration
- Financial Acumen
Benefits
- health insurance
- 401(k) retirement benefits
- life insurance
- disability benefits
- paid time off
- annual performance-based incentive opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementfinancial controlsfactoring servicesasset-based lendingloan policy compliancebudget managementunderwritingcost control
Soft skills
customer servicecommunication skillscollaborationfinancial acumen
Certifications
Bachelor's degreeMaster's degree