Remote Account Executive Advisor - Financial Inclusion

About the Role

We are hiring a Remote Account Executive Advisor to join our innovative team at Pathward, N.A. As a remote position, you will have the opportunity to work from anywhere while contributing to our mission of creating financial inclusion for all. In this role, you will manage a portfolio of accounts, ensuring that relationships meet corporate standards for risk, profitability, and financial controls.

What You'll Do

• Manage your assigned portfolio through a thorough understanding of each client’s financial condition, management performance, and industry trends, taking timely action to minimize client losses.
• Ensure compliance with loan policies and approved structures for all advances and loans.
• Achieve individual profit objectives by ensuring each client arrangement contributes positively to overhead and profit.
• Document all client relationships to maintain required legal documentation.
• Resolve issues related to factoring and asset-based lending services, control operational costs, and minimize client loss to competitors.
• Propose changes in policies and procedures to enhance service delivery and reduce operational risks.

Requirements

• 3-5 years of experience in account management or a related field, with a focus on financial services.
• Strong understanding of financial products and services, particularly in factoring and asset-based lending.
• Excellent communication and interpersonal skills to build strong client relationships.
• Ability to analyze financial data and industry trends to make informed decisions.
• Proven track record of meeting or exceeding financial targets and objectives.

Nice to Have

• Experience with financial inclusion initiatives or working in a socially responsible finance environment.
• Familiarity with compliance and regulatory requirements in the financial sector.
• Knowledge of risk management practices and financial controls.

What We Offer

• Competitive salary ranging from $80,000 to $100,000 per year.
• Flexible remote work environment with a focus on work-life balance.
• Opportunities for professional development and career advancement.
• A supportive team culture that values diversity and inclusion.
• Health and wellness benefits to support your well-being.