Senior Account Executive

Job Summary

Managing an assigned portfolio of accounts, the remote Senior Account Executive will ensure compliance with financial controls and corporate standards while minimizing client losses and maximizing profitability in working capital services.

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 document all client relationships appropriately
• 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 related to lending and asset management
• Proven ability to develop and operate within a budget
• Experience in resolving service-related issues in factoring and asset-based lending