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Pathward

Account Executive Sr (Structured Finance)

RemoteNot specified. Estimate: United States · 90% confidence
Published
Role
Sales
Experience
Senior
$104k–$174k/yr
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The listing doesn't say where it hires from. It may hire in United States (90% confidence). This is an estimate, not an eligibility rule; verify before applying.Signals: employment terms and salary level.

No BS summary

Senior account executive for structured finance managing a portfolio of factoring and asset-based lending relationships. Needs 5+ years relevant experience, financial acumen, customer service, communication, collaboration, and experience with alternative energy, tax credits, or tax equity structures. US-based remote role.

What you'll do

  • 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.
  • 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.

What they require

  • 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

  • Annual performance-based incentive opportunity
  • Health insurance
  • 401(k) retirement benefits
  • Life insurance
  • Disability benefits
  • Paid time off
  • More

American federally chartered savings bank, formerly known as MetaBank

Details

Apply routeGreenhouse
$104k–$174k/yr