Teams at Pathward

Leads the Tax division sales organization, owning revenue, growth, profitability, market share, strategy, forecasting, partner relationships, and strategic account management. Recruits and develops sales personnel, negotiates contracts, represents the company at industry events, and collaborates cross-functionally on products, customer experience, marketing, compliance, and go-to-market initiatives. Uses Salesforce, performance metrics, and market insights to improve pipeline visibility and advise senior leadership.

Analyze large lending datasets to develop underwriting insights, optimize risk-based P&L models, forecast performance, build and refine reports, collaborate with data science and technology teams, implement score models, maintain documentation, and perform ad hoc analyses to support underwriting strategy.

Develop and implement AI solutions, optimize models, preprocess data, integrate AI into workflows, and collaborate with cross-functional teams.