Account Executive Advisor

Job Summary

A company is looking for an Account Executive Advisor (Temp).

Key Responsibilities

• Manage a portfolio of accounts, ensuring compliance with financial standards and minimizing client losses
• Document all client relationships and ensure compliance with loan policies
• Propose policy changes to improve efficiency and control operational costs

Required Qualifications

• Bachelor's degree or equivalent education and work experience; Master's degree preferred
• Minimum of 8 years of related experience
• Experience in customer service
• Strong financial acumen