• About the Role:

  Manage all aspects of an assigned portfolio of accounts, ensuring each relationship adheres to Pathward’s standards for compliance and financial controls. Leverage industry knowledge in alternative energy sectors, such as solar, battery storage, and biogas, to effectively evaluate project performance support informed credit and servicing decisions.

   

  What You Will Do:

  • Monitor client performance by reviewing financial statements, covenant compliance, and production reports to identify underperforming projects and emerging risks. Maintain current knowledge of each client’s operational and financial status and complete required internal reporting to support timely credit decisions and portfolio oversight.
  • Review and process loan advances for pre‑development, development, construction, and revolving credit facilities. Coordinate with third‑party vendors, clients, and internal teams to ensure all disbursements are accurate, in compliance, and completed in a timely manner.
  • Maintain complete and accurate documentation for all client relationships by collecting and organizing required financial statements, production reports, tax returns, and any other materials specified in the loan agreement. Ensure all documentation is obtained, reviewed, and retained in accordance with Pathward’s legal, credit, and compliance standards.
  • Coordinate and collaborate with internal and external auditors, regulatory agencies, and USDA representatives by providing required documentation, responding to inquiries, and supporting timely and accurate audit and review processes.
  • Prepare quarterly and annual portfolio reviews and present key findings, trends, and risk assessments to Pathward’s credit and executive leadership teams.
  • Other duties as assigned.

   

  What You Will Need:

  • Bachelor's degree or equivalent education and work experience
  • Up to 2 years relevant experience.
  • Customer service
  • Communication skills (verbal & written)
  • Collaboration
  • Financial Acumen
  • Familiarity with alternative energy, tax credits, or tax equity structures

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $72,000 – $120,000

 
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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