[Remote] Account Executive II (Structured Finance / Portfolio Management)

Note: The job is a remote job and is open to candidates in USA. Pathward is a financial empowerment company dedicated to creating financial inclusion for all. The Account Executive II will manage all aspects of an assigned Structured Finance portfolio, ensuring compliance with risk management and profitability standards while fostering strong client relationships.ResponsibilitiesManage 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 standardsReview 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 mannerConduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio by reviewing financial statements, covenant compliance, and production reportsBuild and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experienceOversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performanceCoordinate 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 processesPrepare quarterly and annual portfolio reviews and present key findings, trends, and risk assessments to Pathward’s credit and executive leadership teamsStructure and underwrite changes to existing deals for managementOther duties as assignedSkillsBachelor's degree or equivalent education and work experience3+ years relevant experienceCustomer serviceCommunication skills (verbal & written)CollaborationFinancial AcumenFamiliarity with Government Guaranteed Lending Programs, including but not limited to SBA (7a), USDA B&I, REAP and BIABenefitsHealth insurance401(k) retirement benefitsLife insuranceDisability benefitsPaid time offCompany OverviewPathward is a financial firm that provides investment strategies to promote business growth for organizations. It was founded in 1954, and is headquartered in Sioux Falls, South Dakota, USA, with a workforce of 1001-5000 employees. Its website is https://www.pathward.com.