Client Account Exec Sr (Renewable Energy)
About The Position
Responsible for ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner, resulting in an acceptable level of credit risk and an appropriate risk return relationship. Facilitate the validation of external credit partners ensuring credit risk meets simple credit box standards. Work with Partner Development Executive to ensure Partners and Clients understand our company's requirements and their responsibilities. Manage the entire underwriting process through closing and affect a smooth transition to Portfolio. Manage existing Partner generated loans through their life cycle.
Requirements
- Bachelor's degree or equivalent education and work experience
- Typically, 5+ years with bachelor's or equivalent.
- Experience in Renewable Energy.
- Underwriting background with emphasis on cash flow analysis and project finance.
- Business Acumen
- Customer Focus
- Collaborates
- Communication Skills
- Negotiating
Responsibilities
- Ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner
- Understand and apply minimum underwriting standards based on assigned simple credit box.
- Collaborate closely with the Partner Development Executive with assigned partner to provide a consultative/value-added credit perspective, both prior to proposal issuance and thereafter.
- Review and analyze Partner underwriting packages for content and completeness.
- Order and review due diligence and documentation including field exams.
- Review and analyze financial statement spreads and understand cash flows.
- For new relationships, meet management of the business prior to closing for transactions over a predetermined amount.
- Review reporting requirements and processing with clients.
- Coordinate the pre-funding process with the documentation team assigned.
- Oversee closing documentation process in conjunction with the closing team.
- Other duties as assigned.
Benefits
- Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
