Account Executive

Posting Date:  06/21/2023
Location:  San Jose, CA (on-site only)
Requisition #:  BVF Evergreen
Department:  Bay View Funding

Please indicate the requisition number when applying for this role.

Job Code: Evergreen

Job Summary:

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.

Pay Range:

Base Compensation is dependent upon role, experience, and skill set: Min- $20.51/hr Max- $34.18/hr

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.

Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.

Job related laws and regulations include but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.


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.


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