Loading...
Mid LevelFull-timeAWS
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Portfolio Manager to join our team at Pathward, a financial empowerment company dedicated to creating financial inclusion for all. This role involves managing all aspects of an assigned portfolio of accounts, ensuring relationships meet corporate standards for risk and financial controls.
Key Responsibilities
- →Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards.
- →Ensure all advances and loans comply with loan policy and approved structure.
- →Attain an acceptable contribution to overhead and/or profit from each client arrangement to achieve individual profit objective.
- →Document all relationships to ensure approved and required legal documentation.
- →Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
- →Propose changes in policies and procedure to reduce costs and provide better and more efficient services.
- →Develop and operate within individual budget to control expenses.
- →Structure and underwrite changes to existing deals for management approval.
Requirements
- ✓Bachelor's degree or equivalent education and work experience
- ✓Up to 2 years relevant experience
- ✓Customer service skills
- ✓Communication skills (verbal & written)
- ✓Collaboration abilities
- ✓Financial Acumen
Benefits
- ★Competitive salary range of $60,000 – $100,500
- ★Annual performance-based incentive opportunity
- ★Comprehensive benefits package including health insurance, 401(k) retirement benefits, life insurance, disability benefits, and paid time off.
Free to sign up. Takes 30 seconds.
