Account Executive I (Structured Finance)

Pathward, N.A.

2d • $60,000 - $100,500 • Hybrid

About The Position

Manage all aspects of an assigned portfolio of accounts, ensuring the relationships meet corporate standards for risk and financial controls.

Requirements

• Bachelor's degree or equivalent education and work experience
• Up to 2 years relevant experience.
• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen

Responsibilities

• 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.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level