Senior Account Executive

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
• Document all relationships to ensure required legal documentation is met
• Resolve factoring and asset-based lending service problems
• Structure and underwrite changes to existing deals for management approval
• Propose policy and procedure changes to improve efficiency and reduce costs

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 ability to collaborate and provide customer service

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 that traditional institutions often place in the way of financial access.