Account Executive Iii

Description:

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

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.

• 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.
• Coach and mentor less experienced Account Executives
• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen