Account Executive Advisor (Temp)
Skills
- Customer service orientation
- Strong verbal and written communication
- Collaboration and cross-functional teamwork
- Financial acumen and credit analysis
- Underwriting and deal structuring
- Portfolio risk management
- Loan and legal documentation knowledge
- Problem solving and process improvement
Responsibilities
- Manage portfolio through ongoing assessment of client financial condition, management performance, and industry trends
- Ensure advances and loans comply with loan policy and approved structures
- Achieve contribution to overhead/profit objectives for assigned clients
- Document and maintain required legal and credit documentation for relationships
- Resolve factoring and asset-based lending service issues and control operational costs
- Propose policy and procedure changes to reduce costs and improve services
- Develop and operate within an individual budget to control expenses
- Structure and underwrite modifications to existing deals for management approval
- Perform other duties as assigned
Education
- Bachelor's degree or equivalent education/experience
- Master's degree preferred
Benefits
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
- Annual performance-based incentive opportunity
- Remote-friendly work model
- Equal employment opportunity employer
Average salary estimate
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