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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 area 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*SMARTapproach, 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.
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.
- Typically, 5+ years with bachelor's or equivalent.
- 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
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.
#LI-Remote
Don't have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so 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.
Who we are:
Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
We are committed to providing equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other class protected by federal, state and local laws.
Please to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing -
Please to view Pathward's Applicant Privacy Notice.
Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.
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. Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. We’re proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, age, sexual orientation, national origin, gender identity, disability, or protected veteran status.