Account Executive
Core
Sales role focused on originating loans for in-house clients and guiding them through the funding process.
Role type
Account Executive (Sales)
Builds
Loan products for business clients
Domain
Financial services / Lending
Deliverable
client delivery
Required skills
cold calling, financial statement analysis, loan product explanation, compliance adherence, business development
Preferred skills
French language proficiency
Responsibilities
Reach out to and respond to clients seeking financing, evaluate bank statements and business information, ensure compliance with lending requirements, walk clients through the approval process, explain loan terms and payment clauses, grow the book of business
Seniority
Individual Contributor
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