Client Account Executive II

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, as a Partner Underwriting Specialist. You will ensure partner-underwritten loans comply with credit guidelines, validating external credit partners and managing the underwriting process through closing. This role requires a bachelor's degree or equivalent experience and 3+ years of relevant experience. You will work with the Partner Development Executive to ensure partners and clients understand company requirements. Pathward offers a competitive salary, performance-based incentives, and a comprehensive benefits package including health insurance, 401(k), life insurance, disability benefits, and paid time off. The company values diversity and inclusion and encourages applications from all qualified individuals.

Requirements

• Bachelor's degree or equivalent education and work experience
• Typically, 3+ years with bachelor's or equivalent

Responsibilities

• Ensure Partner underwritten loans conform with Partner program credit guidelines in a timely manner, resulting in an acceptable level of credit risk and an appropriate risk return relationship
• Facilitate the validation of external credit partners ensuring credit risk meets simple credit box standards
• Work with Partner Development Executive to ensure Partners and Clients understand our company's requirements and their responsibilities
• Manage the entire underwriting process through closing and affect a smooth transition to Portfolio
• Manage existing Partner generated loans through their life cycle
• Developing professional expertise, applies company policies and procedures to resolve a variety of issues
• Continues to build knowledge of the organization, processes, customers, and experience in own discipline
• Works on problems of moderate scope where analysis of situations or data requires review of a variety of factors
• Exercises judgment within defined procedures and practices to determine appropriate action
• Builds productive internal/external working relationships
• Receives moderate level of instruction and guidance for routine work
• May receive more detailed instructions on new projects or assignments

Benefits

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