Senior Account Executive

Job Summary

Managing a portfolio of accounts, the full-time Senior Account Executive will ensure compliance with financial controls and risk standards while minimizing client losses and maximizing profitability in a remote setting.

Key responsibilities

• Oversee client financial conditions and industry trends to take timely actions that minimize losses
• Ensure all advances and loans comply with established policies and structures
• Document client relationships and resolve service problems to maintain competitiveness and operational efficiency

Required qualifications

• Bachelor's degree or equivalent education and work experience
• 5+ years of relevant experience in account management or financial services
• Strong financial acumen
• Proven ability to develop and operate within individual budgets
• Experience in structuring and underwriting financial deals