Senior Client Account Executive – Renewable Energy
Pathward
full-time
Posted on:
Location Type: Remote
Location: Arizona • Kentucky • United States
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Salary
💰 $86,000 - $145,000 per year
Job Level
About the role
- Ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner
- Understand and apply minimum underwriting standards based on assigned simple credit box.
- Collaborate closely with the Partner Development Executive with assigned partner to provide a consultative/value-added credit perspective, both prior to proposal issuance and thereafter.
- Review and analyze Partner underwriting packages for content and completeness.
- Order and review due diligence and documentation including field exams.
- Review and analyze financial statement spreads and understand cash flows.
- For new relationships, meet management of the business prior to closing for transactions over a predetermined amount.
- Review reporting requirements and processing with clients.
- Coordinate the pre-funding process with the documentation team assigned.
- Oversee closing documentation process in conjunction with the closing team.
- Other duties as assigned.
Requirements
- Bachelor's degree or equivalent education and work experience
- Typically, 5+ years with bachelor's or equivalent.
- Experience in Renewable Energy.
- Underwriting background with emphasis on cash flow analysis and project finance.
- Business Acumen
- Customer Focus
- Collaborates
- Communication Skills
- Negotiating
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 & Tools
underwritingcash flow analysisproject financefinancial statement analysisdue diligencecredit guidelinescredit box
Soft Skills
business acumencustomer focuscollaborationcommunication skillsnegotiating
Certifications
Bachelor's degree