Senior Structured Finance Account Executive (Remote)

Remote; San Francisco (CA); 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

And more

Job summary

Pathward is seeking a Portfolio Manager to oversee a designated account portfolio, ensuring compliance with risk, profitability, and asset-based lending standards. You will document relationships, manage client financials, and resolve service issues to minimize losses and maximize profit.

The role requires a Bachelor’s degree or equivalent and 5+ years of relevant experience, with strong communication and collaboration skills. A hybrid work arrangement and competitive benefits are offered.

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 through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards.
• Responsible for ensuring all advances and loans comply with loan policy and approved structure.
• Attain an acceptable contribution to overhead and/or profit from each client arrangement to achieve individual profit objective.
• Responsible for documenting all relationships to ensure approved and required legal documentation.
• Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
• Propose changes in policies and procedure to reduce costs and provide better and more efficient 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 skills

Collaboration

Financial Acumen

Experience with energy/tax credits

Education

Bachelor's degree or equivalent

Job description

Pathward is seeking a Portfolio Manager to oversee a designated account portfolio, ensuring compliance with risk, profitability, and asset-based lending standards. You will document relationships, manage client financials, and resolve service issues to minimize losses and maximize profit.

The role requires a Bachelor’s degree or equivalent and 5+ years of relevant experience, with strong communication and collaboration skills. A hybrid work arrangement and competitive benefits are offered.