Account Executive Sr (Structured Finance)

📋 Description

• Manage an assigned portfolio of accounts, maintaining client relationships and compliance.
• Understand clients’ financial conditions and market trends to identify risks.
• Review and manage advances and loans to align with approved structures and policies.
• Structure and underwrite modifications to existing financial arrangements and seek approvals.
• Document client relationships with required legal agreements and supporting materials.
• Monitor portfolio performance, minimize losses, and maintain healthy client relationships.

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and professional experience.
• 5+ years in financial services, lending, portfolio management, or structured finance.
• Strong understanding of financial analysis, credit assessment, risk management, and lending structures.
• Experience with alternative energy, tax credits, tax equity structures, or specialized financing preferred.
• Strong customer relationship management skills and ability to build trust with clients.
• Excellent verbal and written communication skills to explain complex financial concepts.

🎁 Benefits

• Competitive salary range of approximately $104,000–$174,000, based on experience.
• Annual performance-based incentive opportunity.
• Flexible remote work environment with cross-team collaboration.
• Comprehensive benefits package including health, dental, and vision coverage.
• 401(k) retirement plan and financial wellness resources.
• Life insurance and disability benefits.