Senior Account Executive: Client Relations & Collections

Bay View Funding; San Jose (CA); Sur place; USD 37 000 - 50 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Résumé du poste

Bay View Funding is seeking an Account Executive in San Jose, CA. This full-time senior office role focuses on handling customer contacts by phone, resolving client problems, and monitoring loan collateral.

The position offers hourly pay with potential for an annual bonus and requires solid accounting knowledge. The candidate will perform daily collections, verify accounts, and manage credit limits while maintaining strong client relationships.

Qualifications

• Requires proficiency with Microsoft Office programs.
• Strong understanding of basic accounting concepts.

Responsabilités

• Serves as main customer contact by phone, resolves client problems, and monitors client loan collateral.
• Performs daily collections and accounts receivable functions.
• Approves and recommends credit limits for accounts.
• Maintains excellent relationships with clients.
• Manages customer-related accounting activities and identifies non-earning assets.

Connaissances

Microsoft Office

Accounting concepts

Formation

Associate's degree or equivalent

Description du poste

Bay View Funding is seeking an Account Executive in San Jose, CA. This full-time senior office role focuses on handling customer contacts by phone, resolving client problems, and monitoring loan collateral.

The position offers hourly pay with potential for an annual bonus and requires solid accounting knowledge. The candidate will perform daily collections, verify accounts, and manage credit limits while maintaining strong client relationships.