Senior Account Executive

Job Summary

Managing an assigned portfolio of accounts, the remote Senior Account Executive will ensure compliance with loan policies, minimize client losses, and achieve profit objectives through effective financial management and relationship oversight.

Key responsibilities

• Manage client portfolios by assessing financial conditions and industry trends to minimize losses
• Ensure all advances and loans adhere to 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
• 5+ years of relevant experience in account management or financial services
• Strong financial acumen
• Proven ability to collaborate effectively with clients and internal teams
• Experience in customer service within a financial context