Director, Commercial Real Estate Lending Advisor at Moody's Corporation

Posted in Accounting 1 day ago.

Type: Full Time
Location: New York, New York

Job Description:

Moody's Analytics, a wholly owned subsidiary of Moody's Corporation, offers leading-edge software, advisory services, and research to help its clients better understand and manage financial risk. It is a fast-growing organization that has come to be recognized by a global list of clients as a thought leader in the areas it serves.The Banking Operating Unit within Moody's Analytics develops solutions for Banks seeking to implement best practices in risk measurement, risk management, capital management, and financial reporting. We have a need for outstanding individuals with knowledge of the loan origination process, excellent communication skills, and experience with software implementation. Role and Responsibilities The Director, Commercial Real Estate Lending Advisor is a key member of the regional Lending Customer Advisory & Delivery team within the Americas Banking Solutions team. In this role you will demonstrate best practices in commercial lending, with an emphasis in commercial real estate origination for banking and financial institutions customers. Activities include translating customer needs, validating business requirements, recommending the appropriate lending and origination solutions, leading project scoping and team preparation, leading continued engagement during the solution onboarding to ensure end to end project success, and providing subject matter expertise across the lending and origination spectrum to maximize customer adoption. This key team member would:Establish a clear understanding of customers' current and future lending and origination goals.Communicate best practices for delivery of lending and origination solutions during pre-sales activities, project delivery, and ongoing customer engagement.Collaborate with customers and Moody's Sales and relationship management teams to discover, define, and formalize project engagements.Partner with customers on specifying business requirements and short-term and long-term loan origination transformation goals and metrics.Facilitate and lead requirements and design workshops to understand customers' loan origination processes and define how these processes can best be delivered utilizing our solutions.Lead and/or support the solution design process with key stakeholder teams.Produce Current and Target State Documentation based on facilitated project workshops.Actively engage in project execution by translating business needs to the project delivery teams and ensuring alignment with client requirements.Consult the project delivery team when critical decisions are required to help ensure customer business requirements and objectives are achieved.Attend and help prepare for customer steering committee meetings to relay progress, objectives, and demonstrate confidence in project delivery.Advise on testing approaches and procedures to ensure the customers' business objectives are achieved and consistently met with future upgrades.Partner with Customer Success Managers for continued customer engagement, best practice adoption, and sharing industry best practices.Minimum bachelor's degree or equivalent from an internationally recognized institution5+ years of banking and direct loan origination experience as a lender, underwriter, credit analyst, or similar role Strong, credible experience in commercial lending, loan pricing, loan structuring, loan origination, credit risk assessment practices, loan servicing, and covenants & loan monitoring for commercial real estate (CRE)Experience with C&I and Agriculture sectors is a plus.Prior experience with platforms such as Salesforce, nCino or LaserPro is a plus.Knowledge and experience in implementing, configuring, or administering commercial lending, loan origination and/or credit risk assessment software at a financial institution is a plus.Experience leading meetings, presentations, and/or workshops.Strong client orientation with commitment to client satisfaction Strong evidence of being self-disciplined, highly organized, able to multi-task, and attentive to detail in a fast-paced environmentStrong partnership and collaboration skills across stakeholder teams including Sales, Delivery, and Product Management teams.Strong communicator and relationship builderClear written and verbal communication skillsPrior experience authoring engagement contracts is a plus.Proficiency with Excel and PowerPoint; knowledge of Microsoft Project and Microsoft Visio a plusWillingness to travel for key customer engagement milestones.Knowledge of Moody's Solutions including CreditLens, Relationship Pricing Analyzer, QUIQspread, RiskCalc, CMM, ImpairmentStudio is a plus.Technical skills related to C#, SQL, report writing, or knowledge of banking/lending systems architectures are a plus.Minimum fluency in English. Fluency in Spanish is a plus.In the Banking group, we help lending institutions make important decisions about their business, particularly when they are providing loans, managing risk, or conducting financial planning for the future of their institution. We do this with our innovative software and reliable analytics, helping them understand how to do their job better through training, learning solutions and advisory services. We are a dedicated team of experts in technology and financial analytics who understand what our clients need.Banking Regional (200020)Banking Regional (200020)Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, 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 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. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement.Moody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply! You may be a perfect fit for this role or other open roles. Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.At Moody's, we're taking action. We're hiring diverse talent and providing underrepresented groups with equitable opportunities in their careers. We're educating, empowering and elevating our people, and creating a workplace where each person can be their true selves, reach their full potential and thrive on every level. Learn more about our DE&I initiatives, employee development programs and view our annual DE&I Report at US-based roles only: the anticipated hiring base salary range for this position is $$131,500 to $190,600, 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.PDN-9903179c-d04f-4546-ad39-f5b9f5de7ae7

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