JOB SUMMARY: Responsible for managing a group of clients to include the relationship and risk exposure of those clients. Position will consult daily with senior A/E’s on client issues as they arise and work to resolve those issues accordingly. Financial and Accounting experience a must - ABL/Factoring experience a PLUS! - This position is full-time in Boynton Beach, Florida.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Manage all phases of assigned client relationship, including daily purchases/funding, setting of individual customer funding limits, implementation of pricing/fee enhancements and ensuring client reporting compliance.
- Consults with client’s senior management on client issues as they arise and works to resolve those issues accordingly.
- Perform analysis on client’s financial and collateral performance and prepare write-ups on financial performance as required.
- Coordinate with contracted 3rd party and Operations/Portfolio Manager on field examination work for assigned portfolio.
- Participate in regular conference calls and meetings with SBF Executive and Senior Management, including monthly portfolio review meetings and problem loan meetings as required.
- Prepare weekly and monthly Portfolio Reports for SBF Sr. Management.
- Visit client sites to tour facilities, discuss overall business, address specific credit issues and cross sell additional Seacoast Bank products and services.
- Member of SBF Senior Management Team and participates in development of SBF Processes and Procedures.
- Utilize industry specific software (Factorsoft), Microsoft Office and Seacoast Bank on-line banking portals in order to perform daily tasks.
- Manage / Supervise less experienced Account Executives, including training in all areas of the positions.
- Primary Backup for Operations/Portfolio Manager.
- Perform other duties as assigned.
EDUCATION and/or EXPERIENCE:
·Associate’s degree required; Bachelor’s degree from a four year college or university in Business or Accounting/Finance preferred. Requirement may be waived if applicant has direct Factoring or Asset Based Lending experience.
·8-10 years:5 plus years experience as an Account Executive in a commercial financial services firm/investment banking organization; or equivalent combination of education and experience.