Strategic Account Executive - Commercial Finance

Chesapeake Bank

Gloucester (VA)

On-site

USD 43,000 - 62,000

Full time

9 days ago
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Job summary

Chesapeake Bank - Flexent is seeking an Account Executive to manage a portfolio of Flexent clients, overseeing invoice verification, funding and payment application, and ongoing account monitoring with risk assessment and reporting.

You will interact with business owners and client accounting staff to ensure excellent service while maintaining bank safety and profitability. This role emphasizes relationship-building and precise, compliant processing in a collaborative team.

Qualifications

  • Excellent verbal and written communication skills required.
  • Organized and detail-oriented with strong attention to accuracy.
  • Proficient in typing and the ability to use an adding machine.
  • Experience with computers and internet fundamentals.

Responsibilities

  • Daily review of your portfolio and their account debtors for risk assessment and reporting.
  • Monitor account debtors’ outstanding balances and perform credit checks as needed.
  • Conduct and maintain records and notes of invoice verifications as required.
  • Manage credit limits for both clients and account debtors.
  • 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.
  • Process wire transfers and ACH transfers and provide daily reports.

Skills

Verbal and written communication
Organized and detail-oriented
Typing & data entry

Education

College degree or high school diploma with equivalent experience

Job description

Chesapeake Bank - Flexent is seeking an Account Executive to manage a portfolio of Flexent clients, overseeing invoice verification, funding and payment application, and ongoing account monitoring with risk assessment and reporting.

You will interact with business owners and client accounting staff to ensure excellent service while maintaining bank safety and profitability. This role emphasizes relationship-building and precise, compliant processing in a collaborative team.

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