Senior Account Executive, Working Capital

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

📋 Description

• Oversee a portfolio by maintaining a thorough and up-to-date understanding of the client’s financial status, management performance, and industry developments.

• Ensure that all advances and loans adhere to established loan policies and approved structures.

• Achieve a satisfactory contribution to overhead and/or profit from each client engagement.

• Responsible for documenting all client relationships to guarantee all necessary and approved legal documentation.

• Address and resolve issues related to factoring and asset-based lending services.

• Suggest modifications to policies and procedures to minimize costs.

• Create and manage an individual budget to control expenditures effectively.

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

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree or equivalent combination of education and work experience.

• Over 5 years of relevant experience.

• Strong customer service skills.

• Excellent communication abilities (both verbal and written).

• Ability to collaborate effectively.

• Solid financial acumen.

🏝️ Benefits

• Health insurance coverage.

• 401(k) retirement plan offerings.

• Life insurance protection.

• Disability benefits.

• Paid time off.

• Opportunities for performance-based incentives.