Pathward

Account Executive

• 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.

Account Executive Advisor – Temp

Attorney

• Provides legal assistance to attorneys and operations support, including contract review, project management, process management, and supporting other drivers of operational effectiveness for the team and the legal department.
• Responsible for drafting, reviewing and negotiating contracts for all business units.
• Assists attorneys with general legal matters as needed.
• Conducts legal review of third-party contracts and documents, consulting attorneys as needed.
• Manages the Legal Compliance processes to increase efficiency, coordinating with other departments.
• Maintains Business Continuity Plan and Risk Control Self-Assessment.
• Drafts documents, including customized documents with special terms.
• Negotiates terms of financing documents, consulting attorneys as needed.
• Reviews and approves loan closing packages for funding.
• Supports the Legal and Government, Risk, and Compliance (GRC) technology, processes and tools, including procedures across the department.
• Updates and assists with surveys, benchmarking, Key Risk Indicator/Key Performance Indicator (KRI/KPI) planning, including development opportunities.
• Collaborates with the Finance team, including Accounts Payable, regarding budgetary items and vendor invoices.
• Works with Accounts Payable to verify accuracy of vendor data in payables database.
• Provides first-level end-user technical support of key legal department systems and introductory end-user training.
• Creates and collaborates with the GRC and Legal team on department presentations, focus meetings, and related requests.
• Other duties as assigned.

Senior Legal Documentation Specialist

Network Engineer

• Ensures the appropriate network and account set-up for new programs.
• Completes, submits, and retains all necessary documentation and reports to Networks to support payments programs.
• Administers network portals and provisions internal staff and partners.
• Registers applicable third parties with networks.
• Drives annual network renewal processes.
• Updates and educates stakeholders on network rules and operating procedures as needed.
• Contributes in meetings and keeps team members informed of relevant tasks and issues including status, dependencies and expected timelines for completion.
• Reviews network forms from partners and processors for completeness and accuracy prior to network submission.
• Updates internal configuration system to reflect network setups.
• Utilizes internal case system to communicate and document network tasks within established timeframes.
• Utilizes tools and resources to navigate questions and processes.
• Navigates day-to-day tasks independently.
• Serves as an experienced resource for other team members to navigate requests.
• Serves as the subject matter expert (SME) for network fundamentals.
• Identifies areas of improvement and drives solutions.

Payment Network Analyst II

Analyst

• Responsible for assisting with risk and control consultation on new, existing and/or changed processes.
• Assists in identifying and monitoring operational and strategic risks along with associated key risk indicators.
• Assists in identifying and implementing controls and procedures to mitigate risks supporting operational and strategic risk management efforts.
• Assumes liaison role for all internal/external audit support requests.
• Assists in translating control deficiencies into action plans.
• Contributes to the enhancement of governance practices in alignment with risk and compliance frameworks.
• Performs testing and/or reviews over the 1LOD testing program.
• Responsible for monitoring and escalating open issues and findings to appropriate stakeholders, including senior management.
• Remains current on regulatory policy, program standards and work procedures ensuring proper compliance with processes and requirements are followed.
• Other duties as assigned.

Business Controls Analyst II

Artificial Intelligence

• Responsible for the strategy, development, and implementation of artificial intelligence initiatives across the organization.
• Responsible for driving innovation, overseeing AI projects, and ensuring alignment with business objectives.
• Research, design, and develop artificial intelligence and machine learning models to solve business challenges.
• Identify and evaluate opportunities for leveraging AI technologies across the organization.
• Collect, prepare, and preprocess data for model training.
• Train, validate, and optimize AI models using appropriate algorithms.
• Integrate AI solutions into existing systems, applications, and workflows.
• Monitor and maintain deployed AI models through performance tracking.

Director – Head of AI Services

• Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends.
• 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.
• Document all relationships to ensure approved and required legal documentation.
• Resolve factoring and asset based lending service problems.
• Propose changes in policies and procedure to reduce costs.
• Develop and operate within individual budget to control expenses.
• Structure and underwrite changes to existing deals for management approval.

Account Executive Advisor – Temp

Senior Legal Documentation Specialist

Payment Network Analyst II

Business Controls Analyst II

Director – Head of AI Services

Account Executive II – Working Capital