3h ago

Client Account Exec II

Remote

$60,000-$100,500 / year

full-timemid RemoteFinancial services

Description

You will underwrite partner-generated loans, ensuring they meet credit guidelines and managing the process from origination through closing and portfolio transition. Collaborate with Partner Development Executives to provide credit perspectives and ensure compliance with program standards.

Requirements

  • Bachelor's degree or equivalent education and work experience
  • 3+ years of relevant experience with bachelor's or equivalent
  • Business acumen and customer focus
  • Collaboration and communication skills
  • Negotiating skills

Responsibilities

  • Underwrite deals within Program Standards for loans outside simple credit box
  • Collaborate with Partner Development Executive on credit perspective
  • Review and analyze new deal packages for completeness and conduct prospect interviews
  • Order and review due diligence, documentation, and field exams
  • Coordinate pre-funding and oversee closing documentation process
0 views 0 saves 0 applications