Pathward, N.A. - Account Executive Sr (Structured Finance)
Requirements
• Financial Acumen • Experience with alternative energy, tax credits, or tax equity structures
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. • Bachelor's degree or equivalent education and work experience. • 5+ years relevant experience. • Communication skills (verbal & written) • Financial Acumen • Experience with alternative energy, tax credits, or tax equity structures • 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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