Account Executive Sr (Structured Finance)

Accountabilities: Manage an assigned portfolio of accounts while maintaining strong client relationships and ensuring compliance with corporate standards, risk policies, profitability objectives, and financial controls.

Maintain a thorough understanding of clients’ financial conditions, management performance, industry trends, and market factors to identify risks and opportunities.

Review and manage advances and loans to ensure alignment with approved structures, policies, and regulatory requirements.

Structure and underwrite modifications to existing financial arrangements and prepare recommendations for management approval.

Ensure accurate documentation of client relationships, including required legal agreements and supporting financial materials.

Monitor portfolio performance, minimize losses, and take proactive action to maintain healthy client relationships.

Resolve factoring and asset-based lending service challenges while improving operational efficiency and customer satisfaction.

Identify opportunities to improve policies, procedures, and workflows to reduce costs and enhance service delivery.

Manage individual budgets and expenses while contributing to profitability objectives.

Collaborate with internal teams to support client success, financial performance, and long-term partnership growth.

Requirements:

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

5+ years of relevant experience in financial services, lending, portfolio management, structured finance, or related fields.

Strong understanding of financial analysis, credit assessment, risk management, and lending structures.

Experience with alternative energy, tax credits, tax equity structures, or specialized financing solutions is preferred.

Strong customer relationship management skills with the ability to build trust and credibility with clients.

Excellent verbal and written communication skills with the ability to explain complex financial concepts clearly.

Strong collaboration skills and the ability to work effectively with internal teams and external stakeholders.

Strong financial acumen with the ability to evaluate business performance, profitability, and portfolio health.

Ability to manage multiple priorities, analyze complex situations, and make sound business decisions.

Detail-oriented approach with strong organizational and documentation skills.

Benefits:

Competitive salary range of approximately $104,000–$174,000, based on experience, qualifications, skills, and location.

Annual performance-based incentive opportunity.

Flexible remote work environment with opportunities to collaborate across teams.

Comprehensive benefits package including health insurance, dental and vision coverage, and prescription benefits.

401(k) retirement plan and financial wellness resources.

Life insurance and disability benefits.

Paid time off and employee wellness support.

Opportunity to contribute to financial inclusion initiatives and help expand access to responsible financial solutions.

Collaborative workplace culture focused on innovation, inclusion, and professional growth.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

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