Account Executive II

Responsibilities

• Manage an assigned portfolio of accounts ensuring compliance and financial control standards
• Monitor client performance through financial statements, covenant compliance, and production reports
• Review and process loan advances for various credit facilities
• Coordinate with third-party vendors, clients, and internal teams for accurate disbursements
• Maintain accurate documentation including tax returns and production reports
• Collaborate with internal/external auditors and regulatory agencies
• Prepare and present quarterly and annual portfolio reviews to leadership

Requirements

• Bachelor's degree or equivalent education and work experience
• Up to 2 years of relevant experience
• Strong financial acumen
• Familiarity with alternative energy, tax credits, or tax equity structures
• Excellent verbal and written communication skills
• Strong collaboration and customer service skills

About the Company

Pathward is a financial empowerment company dedicated to creating financial inclusion for all. We work with innovators to increase financial availability, choice, and opportunity by removing barriers found in traditional institutions.