Position Summary: The Account Executive leads a team of Account Managers and Account Service Coordinators to oversee all operational aspects associated with a portfolio of floorplan loans.  Involves frequent interaction with manufacturers, dealers and the company’s sales and credit teams.

Essential Duties and Responsibilities:

  • Customer Service – Provide prompt, professional and proficient assistance to our commercial customers.  Includes inquiries regarding account maintenance, billing statements, audit reconciliations, and assistance with our web-based account management system.
  • Risk Mitigation & Collections – Monitor an assigned dealer portfolio for delinquency trends and take appropriate action when necessary, including phone collections, written demands for payment and the coordination of collateral repossessions.
  • Orders Requests– Monitor manufacturer requests for new orders to be financed on a dealer credit line to ensure uninterrupted product flow for performing dealers with adequate credit availability.
  • Field Audit Reconciliation – Receive and resolve clearance calls from field auditors performing inventory inspections at dealer locations.  Address collection issues and collateral discrepancies at the conclusion of the inspection.  Recognize and communicate potential risk to the appropriate level of management.
  • Staff Management – Hire, train and continuously develop a support team. Conduct annual performance reviews, document deficiencies and coach as needed to achieve exceptional team performance.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Bachelor’s Degree in Business Administration, Finance, Accounting or related discipline or equivalent combination of experience and education. 7+ years commercial lending or financial services industry experience.

Skills and Competencies:

  • Ability to lead, coach and develop a cohesive team
  • Strong verbal and written communication skills
  • Well organized, detail-oriented, and ability to multi-task
  • Strong analytical and problem solving skills
  • Ability to identify and voice issues
  • Proficiency with Microsoft Office applications including Word and Excel and database application systems
  • Ability to work collaboratively with multiple stakeholders

 Language Ability:

Ability to read and interpret documents such as operating instructions and policy and procedure manuals.  Ability to draft customer facing emails and correspondence on a regular basis.  Ability to communicate effectively via phone with a variety of manufacturer/dealer contacts.

 Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written or oral format.  Ability to deal with problems involving several concrete variables in standardized format.

Computer Skills:

Microsoft Office required, specifically, Outlook, Word, Excel, and Access.