About the Role: 

Manage all aspects of an assigned portfolio of accounts, ensuring the relationships meet corporate standards for risk, profitability, factoring and asset-based lending services, and financial controls.

What You Will Do:

• 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.

What You Will Need:

Knowledge & Skills

• Seasoned, experienced professional with a full understanding of area of specialization. Resolves complex problems; takes a new perspective on existing solutions. Fully qualified career-oriented, journey-level position.
• Develops solutions to complex problems where analysis of situations and/or data requires evaluation. Determines best approach to achieve results and provides suggestions to improve policies and procedures. Demonstrates good judgement in selecting methods and techniques for obtaining solutions. Networks with senior internal and external contacts in own area of expertise.
• Receives very little instruction on day-to-day work. May receive general instruction or guidance on new projects or assignments.

Experience

• Typically, 5 years with bachelor's or equivalent.

Education/Certification

• Bachelor's degree or equivalent education and work experience.

Distinguishing Characteristics

• Coach and mentor less experienced Account Executives

Competencies

• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $69,098.54 – $127,614.10

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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