Account Executive Sr (Structured Finance)

About the role

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.

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.
• Ensure all advances and loans comply with loan policy and approved structure.
• Achieve an acceptable contribution to overhead and/or profit from each client arrangement to achieve individual profit objective.
• Responsible for ensuring all relationships are documented 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 procedures 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.

Qualifications

• Experience with alternative energy, tax credits, or tax equity structures.

Skills

• Financial Acumen.

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.

Pay

Salary range: $104,000– $174,000

Schedule

The role is full-time.