Account Executive II

Job Summary

Managing an assigned portfolio of accounts, the remote Account Executive II will ensure compliance with loan policies, minimize client losses, and achieve profit objectives while maintaining strong relationships in the alternative energy sector.

Key responsibilities

• Manage client portfolios by monitoring financial conditions and industry trends to minimize losses
• Ensure all advances and loans comply with established policies and documentation requirements
• Propose policy changes to enhance service efficiency and control operational costs

Required qualifications

• Bachelor's degree or equivalent education and work experience
• 3+ years of relevant experience in account management or financial services
• Strong financial acumen related to lending and asset management
• Experience in customer service and client relationship management
• Ability to collaborate effectively with cross-functional teams