Account Executive

Posting Date: 08/13/2020
Location: San Jose, CA
Department: Bay View Funding



Serves as the main customer phone contact, and as such takes actions to ensure maximum customer satisfaction, resolves client problems, and monitors client loan collateral for BVF.

Primary Responsibilities:

Processes daily client funding requests. Performs daily collections, verification and accounts receivable functions. Approves and recommends account debtor credit limits. Monitors, tracks and follows up on client problems requiring direct resolution. Maintains an excellent working relationship with clients. Manages the customer related accounting activities. Identifies non-earning assets and/or collateral for potential write-offs. Participates in group mailings and verifications. Identifies and attempts to cure defaults by either requesting an increase or addition to collateral or by developing and negotiating a repayment plan.


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. Associate’s degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

Current Opportunities