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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 an Equipment Finance Account Manager to join our team at Pathward. This role involves managing equipment finance accounts and ensuring they meet corporate standards for risk, profitability, and compliance.
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.
- →Manage a diverse portfolio of equipment finance clients, ensuring each relationship meets corporate standards for credit quality, profitability, and compliance.
- →Conduct ongoing credit assessments, monitor account performance, and proactively identify emerging risks or opportunities within the portfolio.
- →Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners to support deal flow and enhance customer experience.
- →Oversee problem loans and workout credits by developing action plans, coordinating with credit and risk teams, and guiding clients toward resolution strategies that protect portfolio performance.
- →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.
- ✓3+ years relevant experience.
- ✓Customer service
- ✓Communication skills (verbal & written)
- ✓Collaboration
- ✓Financial Acumen
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