Account Executive Senior

Responsibilities

• Manage an assigned portfolio of accounts ensuring compliance with risk, profitability, and financial controls
• Monitor client financial conditions and industry trends to minimize losses
• Ensure all advances and loans comply with loan policy and approved structures
• Achieve individual profit objectives through acceptable contribution to overhead
• Document all relationships to ensure required legal documentation is met
• Resolve factoring and asset-based lending service problems
• Propose policy and procedure changes to improve efficiency and reduce costs
• Structure and underwrite changes to existing deals for management approval

Requirements

• Bachelor's degree or equivalent education and work experience
• 5+ years of relevant experience
• Strong financial acumen
• Excellent verbal and written communication skills
• Proven customer service and collaboration abilities

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off
• Annual performance-based incentive opportunity

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 providing responsible, secure, and high-quality financial products.