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.
- Review and process loan advances for pre-development, development, construction, and revolving credit facilities. Coordinate with third-party vendors, clients, and internal teams to ensure all disbursements are accurate, in compliance, and completed in a timely manner.
- Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio by reviewing financial statements, covenant compliance, and production reports.
- Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience
- Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance.
- Coordinate and collaborate with internal and external auditors, regulatory agencies, and SBA/USDA representatives by providing required documentation, responding to inquiries, and supporting timely and accurate audit and review processes.
- Prepare quarterly and annual portfolio reviews and present key findings, trends, and risk assessments to Pathward’s credit and executive leadership teams.
- Structure and underwrite changes to existing deals for management
- Other duties as assigned.
Benefits
- Comprehensive benefits package for eligible employees
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
- Annual performance-based incentive opportunity
Work Arrangement
Hybrid
Additional Information
- Salary range reflects minimum and maximum target for a new hire; individual pay determined by experience, qualifications, skills, and location.
- Ranges may be modified in the future.
- This role is eligible for an annual performance-based incentive opportunity.
- The responsibilities listed are not all inclusive and may be changed at any time.
