Pathward, N.A. - Account Executive II (Structured Finance / Portfolio Management)
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Requirements
• Financial Acumen • Familiarity with Government Guaranteed Lending Programs, including but not limited to SBA (7a), USDA B&I, REAP and BIA
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. • Review and process loan advances for pre‑development, development, construction, and revolving credit facilities. Coordinate with third‑party vendors, clients, and internal teams to ensure all disbursements are accurate, in compliance, and completed in a timely manner. • Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio by reviewing financial statements, covenant compliance, and production reports. • Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience • Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance. • Coordinate and collaborate with internal and external auditors, regulatory agencies, and SBA/USDA representatives by providing required documentation, responding to inquiries, and supporting timely and accurate audit and review processes. • Prepare quarterly and annual portfolio reviews and present key findings, trends, and risk assessments to Pathward’s credit and executive leadership teams. • Structure and underwrite changes to existing deals for management • Other duties as assigned. • Bachelor's degree or equivalent education and work experience. • 3+ years relevant experience. • Communication skills (verbal & written) • Financial Acumen • Familiarity with Government Guaranteed Lending Programs, including but not limited to SBA (7a), USDA B&I, REAP and BIA • The responsibilities listed above are not all inclusive and may be changed at any time.
Benefits
• 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. • Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law. • Don’t have everything listed under qualifications? If you’re excited about this role but your • experiences don’t match exactly to everything in the posting, we encourage you to apply • anyway. You may be just the right candidate for this or other Pathward roles. Pathward is • an equal employment opportunity employer and considers candidates for roles without regard • to their race, sex, national origin, ethnicity, age, disability or any other category protected by
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