Account Executive II, SBA Licensed
Job Summary
Managing a structured finance portfolio, the remote Account Executive II, SBA Licensed will ensure compliance with corporate, SBA, and USDA standards while conducting credit assessments and strengthening client relationships.
Key responsibilities
- Oversee portfolio management by assessing clients' financial conditions and industry trends to minimize losses
- Review and process loan advances while coordinating with clients and vendors to ensure compliance and timely disbursements
- Conduct ongoing credit assessments and prepare portfolio reviews to present findings to leadership teams
Required qualifications
- Bachelor's degree or equivalent education and work experience
- 3+ years of relevant experience in structured finance or a related field
- Familiarity with Government Guaranteed Lending Programs, including SBA and USDA
- Strong financial acumen and ability to analyze financial statements
- Experience in customer service and collaboration with internal and external stakeholders
Complete Job Description
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