Note: The job is a remote job and is open to candidates in USA. Pathward is a financial empowerment company dedicated to creating financial inclusion for all. The Account Executive II will manage a portfolio of accounts, ensuring compliance with financial standards and enhancing client relationships.

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
• Other duties as assigned

Skills

• Bachelor's degree or equivalent education and work experience
• 3+ years relevant experience
• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen

Benefits

• Annual performance-based incentive opportunity
• Comprehensive benefits package for eligible employees, including health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off

Company Overview