Senior Account Executive – Working Capital

Pathward

Manage portfolio of accounts to ensure profitability and compliance with lending services. Work for Pathward, a financial empowerment company focused on financial inclusion.

Posted 6/3/2026full-timeRemote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United StatesSenior💰 $104,000 - $174,000 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.
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

What you’ll need

Bachelor's degree or equivalent education and work experience
5+ years relevant experience
Customer service
Communication skills (verbal & written)
Collaboration
Financial Acumen

Benefits

Comp & perks

health insurance
401(k) retirement benefits
life insurance
disability benefits
paid time off
performance-based incentive opportunity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisloan compliancebudget managementunderwritingcost controlpolicy developmentdocumentation managementfactoringasset based lendingclient relationship management

Soft Skills

customer servicecommunication skillscollaborationproblem solvingorganizational skillsleadershipnegotiationtime managementadaptabilitycritical thinking

Certifications

Bachelor's degree