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Pathward · 2 weeks ago

Account Executive Sr (Structured Finance)

United States

Full-time

Remote

Mid, Senior Level

$104K/yr - $174K/yr

5+ years exp

Pathward is a financial empowerment company dedicated to creating financial inclusion for all. As an Account Executive Sr, you will manage a portfolio of accounts, ensuring compliance with financial standards and optimizing profitability.

ConsultingFinanceFinancial Services

Work & Life Balance

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