Dir, Solutions Specialist - Banking

Moody's Investors Service; New York (NY); On-site; USD 136,000 - 197,000; Full time

Job summary

Moody's Investors Service is seeking a dynamic professional to drive commercial lending technology sales as a trusted pre-sales advisor for Moody’s Analytics Lending Suite. You will act as a subject matter expert in commercial credit workflows and deliver compelling demonstrations.

Collaborate with banks and credit unions, aligning lending, credit, risk, and operational objectives to Moody’s solutions. Travel up to 30% to engage clients and support sales activities.

Qualifications

• Hands-on experience in commercial credit, underwriting, lending, or portfolio management in banking environments.
• Strong presentation and communication skills for audiences from analysts to executives.
• Ability to translate credit, risk and tech concepts into clear, business-focused narratives.

Responsibilities

• Drive commercial lending technology sales as a pre-sales advisor for Moody’s Analytics Lending Suite.
• Partner with banks and credit unions to align lending, credit, risk and objectives with Moody’s solutions.
• Deliver software demos and proofs of concept showing business impact and ROI.

Skills

Commercial credit

Underwriting

Lending

Portfolio management

Commercial real estate

Agricultural banking

Public speaking

Communication

AI concepts

Education

Bachelor's degree in finance

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.

We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

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.