Pre-Sales Banking Lending Advisor

Moody's Investors Service; United States; Remote; USD 118,000 - 172,000; Full time

Job summary

A leading company seeks a Lending Advisor to join its pre-sales team. The role involves supporting commercial lending processes, client engagement, and understanding lending goals. Candidates should possess strong communication skills, technical knowledge, and a bachelor's degree with relevant experience.

Benefits

Health insurance

401(k)

Paid leave

Qualifications

• 3+ years’ experience in commercial banking or similar fields.
• Strong knowledge of commercial lending, underwriting, and risk assessment.
• Proficiency in proposal creation and client-facing roles.

Responsibilities

• Supporting pre-sales efforts of client engagement and project scoping.
• Leading design workshops for clients’ loan origination processes.
• Creating solution diagrams and drafting legal contracts.

Skills

Communication

Creativity

Detail-oriented

Problem-solving

Organizational skills

Client relationship management

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Visio

Microsoft PowerPoint

Job description

Location(s):

• Remote - United States, US

Line Of Business:

Banking (BANKING)

Job Category:

• Product Development

Experience Level:

Experienced Hire

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We strive 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.

If you are excited about this opportunity but do not meet every requirement, please apply! You may still be a great fit for this role or other open roles. We seek candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Role and Responsibilities

The Lending Advisor is a high-visibility role within Moody’s Lending Advisory & Pre-Sales team, combining technical knowledge with best practices in the commercial lending industry. We seek individuals with knowledge of the commercial loan origination or underwriting process, excellent communication skills, and prior client-facing experience. Responsibilities include supporting pre-sales efforts such as client engagement, project scoping, proposal creation, and drafting work orders. Client negotiation, creative solutions, adaptability, thought leadership, attention to detail, and familiarity with Moody's products are essential. Travel required: 5-10%. This is a sales-support role, not commission-based.

Activities include:

• Understanding customers’ current and future lending goals.
• Leading business requirements and design workshops to understand clients’ loan origination processes.
• Supporting solution design, weighing options, and presenting recommendations to stakeholders.
• Creating solution diagrams and legal contracts for implementation.
• Participating in pre-sales negotiations regarding project scope, platform capabilities, contracts, and delivery approaches.
• Collaborating with clients and delivery teams to formalize and transition projects.
• Estimating effort and timelines, and responding to RFPs and RFIs.
• Providing industry best practice recommendations to influence product development.
• Supporting knowledge sharing and training sessions.
• Staying informed about banking standards, regulations, and industry practices.

Qualifications and Skills Required:

• Bachelor's degree or equivalent experience.
• 3+ years’ experience in commercial banking, credit, pre-sales, customer success, or consulting roles.
• Strong knowledge of commercial lending, underwriting, risk rating, and portfolio management.
• Experience with credit risk assessment in C&I, CRE, or Agriculture sectors.
• Experience with commercial lending software is preferred.
• Ability to lead client discussions and coach clients on solutions and industry best practices.
• Highly organized, curious, attentive to detail, proactive in process improvements.
• Creative thinking and ability to translate client needs into functional requirements.
• Excellent communication skills and relationship-building experience.
• Proficiency in proposal creation for executive stakeholders, and familiarity with Microsoft Visio and PowerPoint is a plus.
• Willingness to travel for client engagements.
• Knowledge of Moody’s solutions (CreditLens, RiskCalc, etc.) is a plus.
• Technical skills in C#, SQL, report writing, Generative AI, or banking systems are a plus.
• Fluency in English; Spanish or French is a plus.

For US-based roles: the salary range is $118,300 - $171,700, depending on experience and other factors. The role includes incentive compensation and benefits such as health insurance, 401(k), paid leave, and more.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration without regard to protected characteristics. Reasonable accommodations are available upon request. For inquiries, email [e-mail].

For San Francisco positions: qualified applicants with criminal histories will be considered in accordance with local ordinances.

This role may be a promotional opportunity under the Colorado Equal Pay for Equal Work Act.

See our EEO policy, your EEO rights, Pay Transparency Policy, and Notice to NYC Applicants. Employment is contingent on compliance with securities trading policies, including disclosure of holdings.