Account Executive II – Structured Finance

Pathward

Account Executive overseeing Structured Finance portfolio at Pathward, ensuring compliance and strengthening client relationships. Manage risk and profitability while collaborating across various teams and stakeholders.

Posted 4/29/2026full-timeRemote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $72,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Review and process loan advances for pre-development, development, construction, and revolving credit facilities. Coordinate with third-party vendors, clients, and internal teams to ensure all disbursements are accurate, in compliance, and completed in a timely manner.
Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio by reviewing financial statements, covenant compliance, and production reports.
Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience
Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance.
Coordinate and collaborate with internal and external auditors, regulatory agencies, and SBA/USDA representatives by providing required documentation, responding to inquiries, and supporting timely and accurate audit and review processes.
Prepare quarterly and annual portfolio reviews and present key findings, trends, and risk assessments to Pathward’s credit and executive leadership teams.
Structure and underwrite changes to existing deals for management
Other duties as assigned.

Requirements

What you’ll need

Bachelor's degree or equivalent education and work experience.
3+ years relevant experience.
Customer service
Communication skills (verbal & written)
Collaboration
Financial Acumen
Familiarity with Government Guaranteed Lending Programs, including but not limited to SBA (7a), USDA B&I, REAP and BIA

Benefits

Comp & perks

health insurance
401(k) retirement benefits
life insurance
disability benefits
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit assessmentsloan processingportfolio managementfinancial statement analysiscovenant compliancerisk assessmentunderwritingaction plan developmentaudit supportfinancial reporting

Soft Skills

customer servicecommunication skillscollaborationrelationship buildingproblem-solvingtimelinessorganizational skillsproactive identificationteam coordinationpresentation skills