Pathward is hiring an Account Executive Advisor (Temp) to manage all aspects of an assigned portfolio of accounts. In this role, you will ensure client relationships meet corporate standards for risk, profitability, and financial controls within factoring and asset-based lending services.

What You'll Do

Manage your portfolio through complete and current knowledge of each client’s financial condition, management’s performance, and industry trends, taking timely action to minimize client losses.
Ensure 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 your individual profit objective.
Document all relationships to ensure approved and required legal documentation is in place.
Resolve factoring and asset-based lending service problems, control operational costs, and minimize loss of clients to competition.
Propose changes in policies and procedures to reduce costs and provide better, more efficient services.
Develop and operate within an individual budget to control expenses.
Structure and underwrite changes to existing deals for management approval.