Account Executive Sr (Structured Finance)

Pathward
Sioux Falls, Louisville
Workplace: RemoteFull timeUSD 104,000 - 174,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Collaboration","Financial acumen","Problem-solving"]

Manage an assigned portfolio of accounts for factoring and asset-based lending, ensuring relationships meet corporate standards for risk, profitability, and financial controls. Maintain up-to-date knowledge of client financial performance and industry trends to minimize losses. Ensure advances and loans follow approved policy and structure, document relationships, resolve lending service issues, and structure/underwrite changes for management approval.

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Pathward
Pathward
1 month ago

Account Executive Sr (Structured Finance)

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Last checked: 5 hours agoStatus: Live

Job Summary

Manage an assigned portfolio of accounts for factoring and asset-based lending, ensuring relationships meet corporate standards for risk, profitability, and financial controls. Maintain up-to-date knowledge of client financial performance and industry trends to minimize losses. Ensure advances and loans follow approved policy and structure, document relationships, resolve lending service issues, and structure/underwrite changes for management approval.
Location: Sioux Falls, Louisville
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Manage all aspects of an assigned portfolio to ensure risk, profitability, factoring/asset-based lending services, and financial controls meet corporate standards.
  • •Maintain current knowledge of client financial condition and industry trends, taking timely action to minimize losses within budgeted standards.
  • •Ensure advances and loans comply with loan policy and approved structure, and document relationships with required legal documentation.
  • •Resolve factoring and asset-based lending service problems, control operational costs, and minimize client loss to competition.
  • •Structure and underwrite changes to existing deals for management approval, including proposing process/policy changes to improve cost and service efficiency.

Pay and Benefits

Salary: USD 104,000 - 174,000 annually
Perks:Health Insurance401kLife InsuranceDisability BenefitsPaid LeaveAnnual Bonus

Key Requirements

  • •Bachelor's degree or equivalent education and work experience.
  • •5+ years relevant experience.
  • •Customer service experience.
  • •Strong verbal and written communication skills.
  • •Experience with alternative energy, tax credits, or tax equity structures.
Experience:5+ yearsAlternative energyTax creditsTax equity
Education:Bachelor's
Skills:Customer serviceCommunicationCollaborationFinancial acumenProblem-solving
Languages:English

Company Brief

Pathward
Provides banking-as-a-service APIs, card issuing, deposit and payment solutions for fintechs, businesses, and partners. Offers integrated banking products including debit cards, program management, and compliance services to enable financial product delivery.
Industry: Fintech Infrastructure
Growth: Established Company
WebsiteLinkedIn