Remote Account Executive Senior (Asset-Based Lending)

Summary

Join our team at Pathward, a hybrid remote-office company dedicated to growing talent anywhere! We're looking for a candidate to manage all aspects of an assigned portfolio of accounts, ensuring relationships meet corporate standards. The ideal candidate will have a Bachelor's degree or equivalent education and work experience, with 5+ years relevant experience.

Requirements

• Bachelor's degree or equivalent education and work experience
• 5+ years relevant experience
• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen

Responsibilities

• Manage all aspects of an assigned portfolio of accounts
• Ensure 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
• 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
• 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

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off