Senior Structured Finance Account Executive – Remote

Pathward, National Association; 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, National Association is seeking a seasoned account management professional to oversee a portfolio of clients within our hybrid and remote work environment. You will ensure risk, profitability, and compliance with loan and asset-based lending standards while delivering exceptional service.

Qualifications include a bachelor’s degree and 5+ years of relevant experience, strong communication and collaboration skills, and familiarity with financial products and energy/tax structures.

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.

Skills

Customer service

Communication

Collaboration

Financial acumen

Tax equity experience

Energy industry knowledge

Education

Bachelor's degree

Job description

Pathward, National Association is seeking a seasoned account management professional to oversee a portfolio of clients within our hybrid and remote work environment. You will ensure risk, profitability, and compliance with loan and asset-based lending standards while delivering exceptional service.

Qualifications include a bachelor’s degree and 5+ years of relevant experience, strong communication and collaboration skills, and familiarity with financial products and energy/tax structures.