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Job details

Client Account Exec II (Renewable Energy)

Pathward is a financial empowerment company focused on increasing financial access and opportunity. The firm seeks a Client Account Executive II with renewable energy experience to underwrite partner-generated loans, ensure adherence to credit guidelines, and manage loans through closing and into the portfolio.

Skills

  • Underwriting with emphasis on cash flow analysis and project finance
  • Experience in renewable energy transactions
  • Financial statement analysis
  • Due diligence and documentation review
  • Client and partner relationship management
  • Strong communication and negotiation skills
  • Business acumen and customer focus
  • Collaboration with cross-functional teams

Responsibilities

  • Ensure partner-underwritten loans conform with partner program credit guidelines in a timely manner
  • Apply minimum underwriting standards based on assigned simple credit box
  • Collaborate with Partner Development Executive to provide consultative credit perspectives pre- and post-proposal
  • Review and analyze partner underwriting packages for content, completeness, and credit risk
  • Order and review due diligence and documentation, including field exams
  • Analyze financial statement spreads and cash flows for credit assessment
  • Meet management for new relationships above pre-determined transaction thresholds
  • Coordinate pre-funding processes with documentation team and oversee closing documentation
  • Manage existing partner-generated loans throughout their lifecycle

Education

  • Bachelor's degree or equivalent education/work experience
  • Typically 3+ years of relevant experience with a bachelor's or equivalent
  • Experience specific to renewable energy project finance or commercial underwriting

Benefits

  • Comprehensive health insurance
  • 401(k) retirement benefits
  • Life and disability insurance
  • Paid time off
  • Annual performance-based incentive opportunity
  • Remote/hybrid work flexibility
  • Equal employment opportunity and reasonable accommodations
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$80250 / YEARLY (est.)
min
max
$60000K
$100500K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Pathward (previously known as MetaBank) is a United States bank with retail branches in Iowa and South Dakota. It offers traditional banking services designed to serve the needs of individual, agricultural, and business depositors and borrowers. P...

2 jobs
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$60,000/yr - $100,500/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 16, 2026
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