Remote Senior Account Executive, Structured Finance

Pathward; United States; Hybrid; USD 104,000 - 174,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward is seeking a portfolio manager to oversee an assigned client base with a focus on risk, profitability, and asset-based lending controls. You will manage accounts, ensure policy adherence, and document all relationships to meet legal standards.

Applicants should have a bachelor's degree with 5+ years' experience, strong financial acumen, and excellent communication and collaboration skills. Pathward offers a hybrid work model and a robust benefits package.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• 5+ years relevant experience.
• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen
• Experience with alternative energy, tax credits, or tax equity structures.

Responsibilities

• Manage portfolio using client financials, performance, and trends to minimize losses and meet budgeted standards.
• Ensure all advances and loans comply with loan policy and approved structure.
• Contribute to overhead and profit from each client arrangement to meet profit objectives.
• Document all relationships to ensure approved and required legal documentation.
• Resolve factoring and asset-based lending service problems and minimize client loss to competition.
• Propose policy and procedure changes to reduce costs and improve services.
• Develop and operate within individual budget to control expenses.
• Structure and underwrite changes to existing deals for management approval.
• Other duties as assigned.

Skills

Customer service

Communication (verbal & written)

Collaboration

Financial acumen

Energy tax credits / tax equity

Education

Bachelor's degree or equivalent education and work experience

Job description

Pathward is seeking a portfolio manager to oversee an assigned client base with a focus on risk, profitability, and asset-based lending controls. You will manage accounts, ensure policy adherence, and document all relationships to meet legal standards.

Applicants should have a bachelor's degree with 5+ years' experience, strong financial acumen, and excellent communication and collaboration skills. Pathward offers a hybrid work model and a robust benefits package.