Account Executive II, Structured Finance

Pathward

Account Executive managing SBA structured-finance portfolios for Pathward, a financial empowerment company. Overseeing credit analysis, loan advances, risk, compliance, and client relationships.

Posted 8/18/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $72,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing Structured Finance portfolios, ensuring compliance with SBA and USDA standards while maintaining strong financial acumen and effective communication with clients and internal teams.

Highest-signal resume keywords

Structured Finance Portfolio ManagementGovernment Guaranteed Lending ProgramsFinancial Statement AnalysisCredit Assessment and Risk ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingPortfolio ReviewUnderwritingRisk AssessmentFinancial Analysis

Soft Skills

Customer Service SkillsVerbal Communication SkillsWritten Communication SkillsCollaboration Skills

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

SBA 7aUSDA B&IREAPBIARegulatory Compliance

About the role

Key responsibilities & impact

Manage all aspects of an assigned Structured Finance portfolio to meet corporate, SBA, and USDA risk management, profitability, and regulatory compliance standards
Maintain current knowledge of clients’ financial condition, management performance, and industry trends, taking timely action to minimize losses
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 accurate, compliant, and timely disbursements
Conduct ongoing credit assessments and monitor account performance
Identify emerging portfolio risks and opportunities by reviewing financial statements, covenant compliance, and production reports
Build and maintain relationships with clients, vendors, manufacturers, and internal partners
Oversee problem loans and workout credits, developing action plans with credit and risk teams
Coordinate with auditors, regulatory agencies, and SBA/USDA representatives during audits and reviews
Prepare and present quarterly and annual portfolio reviews, findings, trends, and risk assessments to credit and executive leadership
Structure and underwrite changes to existing deals for management
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree or equivalent education and work experience
3+ years relevant experience
Customer service skills
Verbal and written communication skills
Collaboration skills
Financial acumen
Familiarity with government guaranteed lending programs, including SBA (7a), USDA B&I, REAP, and BIA

Benefits

Comp & perks

Annual performance-based incentive opportunity
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
Comprehensive benefits package for eligible employees
Remote work arrangement