Senior Account Executive – Structured Finance

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Oversee the portfolio by maintaining thorough and up-to-date knowledge of clients' financial situations, management performance, and industry trends, taking prompt action to minimize client losses and ensure they remain within budgeted limits.

• Ensure that all loans and advances adhere to loan policies and are structured as approved.

• Achieve a satisfactory contribution to overhead and/or profits from each client arrangement to meet personal profit targets.

• Document all relationships to guarantee the necessary legal paperwork is approved and in place.

• Address issues related to factoring and asset-based lending services, manage operational costs, and reduce client attrition to competitors.

• Suggest modifications to policies and procedures aimed at cost reduction and enhancing service efficiency.

• Create and manage an individual budget to monitor and control expenses.

• Structure and underwrite modifications to existing agreements for management approval.

• Perform additional tasks as assigned.

⛳️ Requirements

• A bachelor's degree or equivalent education and professional experience.

• Over 5 years of relevant experience.

• Strong customer service skills.

• Proficiency in both verbal and written communication.

• Ability to collaborate effectively.

• Solid financial acumen.

• Familiarity with alternative energy, tax credits, or tax equity structures.

🏝️ Benefits

• Health insurance.

• 401(k) retirement benefits.

• Life insurance.

• Disability benefits.

• Paid time off.

• Annual performance-based incentive opportunities.