Account Executive

Chesapeake Bank; Gloucester (VA); On-site; USD 43,000 - 62,000; Full time

Job summary

Chesapeake Bank - Flexent is seeking an Account Executive to manage a portfolio of Flexent clients, overseeing invoice verification, funding and payment application, and ongoing account monitoring with risk assessment and reporting.

You will interact with business owners and client accounting staff to ensure excellent service while maintaining bank safety and profitability. This role emphasizes relationship-building and precise, compliant processing in a collaborative team.

Qualifications

• Excellent verbal and written communication skills required.
• Organized and detail-oriented with strong attention to accuracy.
• Proficient in typing and the ability to use an adding machine.
• Experience with computers and internet fundamentals.

Responsibilities

• Daily review of your portfolio and their account debtors for risk assessment and reporting.
• Monitor account debtors’ outstanding balances and perform credit checks as needed.
• Conduct and maintain records and notes of invoice verifications as required.
• Manage credit limits for both clients and account debtors.
• Open incoming mail and post payments for your assigned client with follow up on discrepancies.
• Manage lockbox compliance for the account debtors in your portfolio.
• Process wire transfers and ACH transfers and provide daily reports.

Skills

Verbal and written communication

Organized and detail-oriented

Typing & data entry

Education

College degree or high school diploma with equivalent experience

Job description

Chesapeake Bank - Flexent

Join Our Team as the Flexent Account Executive!

Salary Range: $42,700 - $62,000

Make an Impact. Build Relationships. Help Businesses Thrive.

Some people see numbers on a page. Chesapeake Bank - Flexent Join Our Team as the Flexent Account Executive! Salary Range: $42,700 - $62,000 Make an Impact. Build Relationships. Help Businesses Thrive. Some people see numbers on a page. You see the story behind them. You understand that every invoice, every payment, and every interaction represents a real business owner working hard to grow their company. You're naturally curious, enjoy solving puzzles, and take pride in keeping things organized and moving forward. If that sounds like you, keep reading. At Flexent, we help businesses unlock opportunities and gain the confidence to focus on what they do best. We're looking for someone who enjoys building relationships, thinking critically, and being the steady hand that clients can count on when details matter most.

What You'll Love About This Opportunity

This isn't a "same thing every day" kind of job. You'll become a trusted partner to a portfolio of business clients, helping guide activity behind the scenes while building strong relationships along the way. One day you may be helping a business owner navigate a challenge, the next you might be analyzing trends, identifying opportunities, or ensuring everything is flowing exactly as it should.

You'll Have The Chance To

• Work directly with business owners from a variety of industries
• Build meaningful professional relationships
• Develop expertise in commercial finance and risk management
• Put your analytical and problem-solving skills to work every day
• Become the go-to person clients trust when they need answers
• Join a collaborative team that genuinely supports one another

Who Thrives Here?

The ideal candidate is someone who enjoys being both detail-oriented and people-oriented.

You Might Be a Great Fit If

• Love organizing information and keeping things on track
• Enjoy investigating and solving challenges
• Communicate professionally and confidently with a variety of people
• Take ownership of your work and follow through on commitments
• Can balance multiple priorities without losing sight of the details
• Like working independently but appreciate being part of a team
• Find satisfaction in helping businesses succeed

The Chesapeake Way

We believe great businesses are built on great relationships. That means treating clients like partners, teammates like family, and every interaction as an opportunity to make someone's day a little easier. We work hard, celebrate wins together, and support each other when challenges arise. We value accountability, collaboration, positivity, and people who bring both professionalism and personality to the table.

What We Offer

• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and career advancement.
• A supportive and inclusive work environment.
• The chance to make a significant impact within a dynamic organization.

Ready to put your talents to work helping businesses succeed?

Bring your curiosity, your drive, and your commitment to exceptional service. We'll provide the opportunity to make a real difference. Apply today and discover what it means to do business The Chesapeake Way.

Summary

Manage a portfolio of Flexent clients performing invoice verification, funding and payment application as well as ongoing account monitoring & risk assessment, reporting and reserve releases. Interacting with business owners, client accounting staff and account debtors to ensure excellent client service and professional interaction with clients and debtors while maintaining bank safety and profitability. Understand the role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.

Responsibilities

• Daily review of your portfolio and their account debtors for risk assessment and reporting
• Monitor account debtors outstanding balances and performing credit checks as needed
• Conduct and maintain records and notes of invoice verifications as required
• Manage credit limits for both clients and account debtors
• Open incoming mail and post payments for your assigned client with follow up on any discrepancies including short payments and credit memos
• Manage lockbox compliance for the account debtors in your portfolio
• Answer phone calls providing assistance with any general problems or questions
• Ensure that images of all invoices and supporting documentation are received and properly attached to each funding file
• Obtaining complete contact information for all account debtors and ensuring that Notice of Assignment letters are sent and received
• Process wire transfers and ACH transfers
• Daily processing of invoice funding files imported from the clients
• Provide daily reports to your portfolio for any activity performed
• Processing reserve releases for clients
• Preparing the monthly reserve analysis including providing the client with reports, releasing any excess reserves or collecting any reserve deficit
• Ensuring all confidential information is secured daily
• Scanning the work daily to Operations through Branch Capture
• Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
• Assist with other Flexent responsibilities as needed

Requirements

• College Degree or High School Diploma with equivalent experience/education
• Good understanding of computers and the internet
• Excellent verbal and written communication skills;
• Focused and organized with the ability to pay close attention to detail
• Proficient in typing and the ability to use an adding machine

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