Account Executive
CapitalSource Bank - Chevy Chase, MD

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Job Description:
As a member of the Portfolio Management team, Account
Executives are tasked with handling all aspects related
to loan operations and loan servicing for a portfolio of
commercial loans. The position serves as a primary point
of contact for credit clients, lending partners,
relationship managers and other bank employees seeking
loan accounting information. Responsibilities include
analyzing and processing commercial loan transactions,
managing the data inputs of new or modified loan assets,
and reconciling payments within our proprietary loan
servicing system.

Job Requirements:
Principal Duties and Responsibilities (*Essential
  • Prepare financial statements, reports, and records
by collecting, analyzing, and summarizing client
account information
  • Maintain client accounts by processing funding
requirements to ensure that loan advances are in
compliance with credit policy
  • Manage payments on behalf of the borrower and issue
monthly client account statements
  • Maintain financial integrity by researching and
reconciling discrepancies, auditing and verifying
documents, following internal controls, and
understanding and monitoring loan documents to
ensure compliance
  • Contribute to team effort by accomplishing related
group tasks as needed, including special projects
Education and Experience
  • Bachelor's degree preferably in Accounting, Finance,
or related field of study
  • Retail or commercial banking experience is desirable
  • Coursework or related experience in corporate
finance, real estate finance, or banking
Knowledge, Skills, and Abilities
  • Ability to communicate (orally and in writing) in a
professional manner when dealing with clients,
peers, and company contacts
  • Advanced Excel spreadsheet skills are required in
order to perform essential functions listed above
  • Supporting Change: Being comfortable with a changing
environment and displaying the ability to adapt to
such an environment. Supporting innovation
  • Communicating Effectively: Clearly conveying ideas
in a manner that engages others and helps them
understand and retain the message. Sharing
information. Listening and involving others
  • Championing Customer Needs: Providing timely and
professional service to both internal and external
customers. Being responsive to customer needs and
requests while always being courteous. Considering
the needs of the customer when making decisions
  • Demonstrating Initiative: Taking action on his/her
own without being prompted. Handling problems
independently when appropriate and resolving issues
without relying on extensive help from others. Doing
more than is expected or asked.
  • Delivering High Quality Work: Making sure
responsibilities central to the role meet all
requirements and expectations. Finishing tasks
promptly and critically reviewing work to ensure
quality and accuracy. Considering impact of work to
others and taking steps to mitigate. Seeking
additional work after finishing tasks

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