Senior Account Executive – Structured Finance

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🔥 0 minutes ago

🌵 Arizona, Kentucky, +4 more states – Remote

🌵 Arizona – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote

💵 $104k - $174k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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Pathward

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• 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

• Bachelor's degree or equivalent education and work experience. • 5+ years relevant experience. • Customer service • Communication skills (verbal & written) • Collaboration • Financial Acumen • Experience with alternative energy, tax credits, or tax equity structures

🏖️ Benefits

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