Account Executive

Chesapeake Bank; United States; On-site; USD 43,000 - 62,000; Full time

Benefits offered by this job

Competitive salary and comprehensive</

Professional growth opportunities

Supportive and inclusive work culture

Job summary

Chesapeake Bank through Flexent seeks an Account Executive to manage a portfolio of business clients, handling invoice verification, funding, and payment applications while monitoring risk and maintaining excellent client service.

You will interact with business owners and client accounting staff, ensuring accuracy, timely processing, and compliance. The role emphasizes relationship-building, analytical thinking, and teamwork within a supportive environment.

Qualifications

• Requirements: College Degree or High School Diploma with equivalent experience, good understanding of computers and the internet, excellent verbal and written communication skills, focused and organized with attention to detail, proficient in typing

Responsibilities

• Daily review of your portfolio and account debtors for risk assessment and reporting
• Monitor account debtors’ outstanding balances and perform credit checks as needed
• Process wire transfers and ACH transfers
• 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
• Provide daily reports to your portfolio for activity
• Prepare monthly reserve analysis and client reports
• Ensure confidential information is secured daily

Job description

Chesapeake Bank Flexent Join Our Team as the Flexent Account Executive Salary Range 42700 62000

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 Youre 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 Were looking for someone who enjoys building relationships thinking critically and being the steady hand that clients can count on when details matter most

What Youll Love About This Opportunity

This isnt a same thing every day kind of job Youll 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 Youll have the chance to Work directly with business owners from a variety of industriesBuild meaningful professional relationshipsDevelop expertise in commercial finance and risk managementPut your analytical and problem solving skills to work every dayBecome the go to person clients trust when they need answersJoin 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 you Love organizing information and keeping things on trackEnjoy investigating and solving challengesCommunicate professionally and confidently with a variety of peopleTake ownership of your work and follow through on commitmentsCan balance multiple priorities without losing sight of the detailsLike working independently but appreciate being part of a teamFind 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 someones 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

If youre looking for a career where you can grow learn contribute and be part of something bigger than yourself wed love to meet you

Ready to put your talents to work helping businesses succeed

Ready to put your talents to work helping businesses succeed Bring your curiosity your drive and your commitment to exceptional service Well provide the opportunity to make a real difference

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 reportingMonitor account debtors outstanding balances and performing credit checks as neededConduct and maintain records and notes of invoice verifications as requiredManage credit limits for both clients and account debtorsOpen 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 portfolioAnswer phone calls providing assistance with any general problems or questionsEnsure 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 receivedProcess wire transfers and ACH transfersDaily processing of invoice funding files imported from the clientsProvide daily reports to your portfolio for any activity performed Processing reserve releases for clientsPreparing 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 dailyScanning the work daily to Operations through Branch CaptureUnderstand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processesAssist with other Flexent responsibilities as needed

Requirements

College Degree or High School Diploma with equivalent experienceeducationGood understanding of computers and the internetExcellent verbal and written communication skillsFocused and organized with the ability to pay close attention to detailProficient in typing and the ability to use an adding machine EOE AA Vets Disabled