[Remote] Account Executive Sr (Alternative Energy)

Note: The job is a remote job and is open to candidates in USA. Pathward is hiring a Senior Account Executive to manage an assigned portfolio of accounts and ensure client relationships meet corporate standards for risk, profitability, and financial controls. The role focuses on portfolio oversight, loan compliance, underwriting, and client profitability in alternative energy.

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
• 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
• 5+ years relevant experience
• Alternative energy experience
• Customer service
• Communication skills (verbal & written)
• Collaboration
• Financial Acumen

Benefits

• Annual performance-based incentive opportunity
• Health insurance for eligible employees
• 401(k) retirement benefits for eligible employees
• Life insurance for eligible employees
• Disability benefits for eligible employees
• Paid time off for eligible employees
• Hybrid, remote-office work arrangement

Company Overview