Dir, Solutions Specialist - Banking

PassFort; New York (NY); On-site; USD 136,000 - 197,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Tuition reimbursement

Paid time off

Job summary

Moody's Analytics is seeking a seasoned pre-sales advisor for commercial lending technology, focused on the Moody's Analytics Lending Suite. You will partner with banks and credit unions, delivering demonstrations, ROIs, and aligned solutions across risk, credit, and operations teams.

The role requires deep knowledge of commercial lending workflows, strong stakeholder engagement, and up to 30% travel to engage clients and advance opportunities. A finance-related bachelor’s degree is preferred.

Qualifications

• Hands-on experience in commercial credit, underwriting, lending, or portfolio management in banking contexts.
• Strong presentation, communication and public speaking skills for diverse audiences.
• Ability to translate complex credit, risk, and tech concepts into clear business value narratives.
• Analytical mindset balancing risk, growth and efficiency.
• Comfort engaging with senior-level credit, risk, and tech leaders.
• Self-motivated, proactive in a fast-paced, sales-driven environment.
• Collaborative, cross-functional work with Sales, Product, Implementation, and Customer Success.
• Demonstrated proficiency with AI concepts and applying AI tools to optimize workflows.

Responsibilities

• Act as subject matter expert for Moody's Analytics Lending Suite in commercial lending technology sales.
• Partner with banks and credit unions aligning objectives with Moody's lending solutions.
• Prepare and deliver software demonstrations and proofs of concept showing business impact and ROI.
• Collaborate with Sales and Relationship Managers to progress opportunities and close deals.
• Support technical discussions including RFI/RFP responses related to credit workflows and risk practices.
• Capture client and market feedback to inform product roadmaps.
• Coordinate with Product, Implementation and Customer Success for smooth handover post-sale.
• Stay current on lending best practices, underwriting standards, and regulatory considerations; travel up to 30%.

Skills

Commercial credit experience

Public speaking

Business value storytelling

Analytical mindset

Executive stakeholder engagement

Self-motivation in fast-paced sales

Cross-functional collaboration

AI concepts proficiency

Education

Bachelor's degree in finance or related field

Job description

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are - with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action - enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

Skills And Competencies

• Demonstrated hands-on experience in commercial credit, underwriting, lending, or portfolio management within commercial, commercial real estate, or agricultural banking environments
• Strong presentation, communication, and public speaking skills, with the ability to engage audiences ranging from credit analysts to executive leadership
• Ability to translate complex credit, risk, and technology concepts into clear, outcome-oriented narratives focused on business value and return on investment
• Analytical mindset with a strong understanding of the balance between risk management, growth, and operational efficiency
• Confidence engaging with senior-level credit, risk, and executive stakeholders, including Chief Credit Officers, Chief Risk Officers, and technology leaders
• Self-motivated and proactive, with the ability to operate effectively in a fast-paced, sales-driven environment
• Collaborative, team-first approach when working across Sales, Product, Implementation, and Customer Success teams
• Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use.

Education

• Bachelor's degree in finance, accounting, banking, business administration, or a related field preferred

Responsibilities

Drive commercial lending technology sales as a trusted pre-sales advisor and subject matter expert for Moody's Analytics Lending Suite.

• Act as a subject matter expert in commercial credit workflows and Moody's Analytics Lending Suite, including digital application intake, document collection, financial spreading and automation, integrated risk ratings, covenant monitoring, early warning indicators, portfolio surveillance, and AI-assisted credit memo automation
• Partner with banks and credit unions as a trusted advisor, aligning lending, credit, risk, and operational objectives with Moody's commercial lending technology solutions
• Prepare and deliver high-quality software demonstrations and proofs of concept that clearly articulate business impact, efficiency gains, enhanced risk insight, and return on investment for executive, credit, lending, risk, and operations audiences
• Collaborate closely with Sales and Relationship Managers throughout the sales cycle to support opportunity progression and deal closure
• Support functional and technical discussions, including responses to Requests for Information and Requests for Proposal, related to credit workflows, risk management practices, and regulatory expectations
• Capture and synthesize client and market feedback to inform product enhancements and future roadmap priorities
• Partner with Product, Implementation, and Customer Success teams to ensure a smooth transition from sale to delivery, with clear expectations and commitments
• Maintain current knowledge of commercial lending best practices, underwriting standards, and regulatory considerations, educate internal sales teams on Banking Operating Unit products and evolving commercial credit workflows, and travel up to approximately 30% to engage clients and support sales activities

About the Team

The Banking Operating Unit at Moody's Analytics partners with financial institutions to modernize commercial lending, credit, and risk management practices. The team brings together professionals with deep industry experience and a shared commitment to helping banks and credit unions improve efficiency, strengthen risk insight, and support sustainable growth through innovative technology solutions.

For US-based roles only: the anticipated hiring base salary range for this position is $135,700.00 - $196,750.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation.

Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [e-mail]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.