Credit Sales Resume Samples

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LB
L Bode
Lexi
Bode
27767 Wiza Creek
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+1 (555) 338 1100
27767 Wiza Creek
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TX
Phone
p +1 (555) 338 1100
Experience Experience
Chicago, IL
Credit Sales
Chicago, IL
Wolf, Cormier and Bruen
Chicago, IL
Credit Sales
  • 5) Assist customer with completion of the BPS credit card application
  • Provide detailed market color on various Latin American bond markets as well as the Turkish market
  • 10) Keeps work area clean, neat and well stocked with supplies
  • Trade emerging market bonds and transact derivatives with large US and Latin American institutional investors
  • 4) Detailed knowledge of the terms and conditions of the card / program
  • Marketing of credit products (including both cash and derivatives dedicated Real Money and Hedge Fund clients)
  • 6) Call in applications promptly
Boston, MA
Credit Sales Manager
Boston, MA
Stoltenberg and Sons
Boston, MA
Credit Sales Manager
  • Develop credit awareness programs with store/market management
  • Conduct branch credit management and delinquency control
  • Comply with established policies and procedures to safeguard both bank's and customers' assets
  • Develop and maintain key external client relationships at store, market, and regional levels. Maximize/leverage credit support and commitment at store level
  • Develop annual marketing plan for stores to support business goals
  • Willing to travel up to 75% of the time
  • Attend/support store opening and relocation events
present
Philadelphia, PA
Regional Credit Sales Manager
Philadelphia, PA
Carter Group
present
Philadelphia, PA
Regional Credit Sales Manager
present
  • Develop credit awareness programs with club/market management
  • Develop and maintain key external client relationships at club, market, and regional levels
  • Compile and present results of on-going credit programs; manage travel and marketing budgets
  • Exceed customer satisfaction by meeting/exceeding established Client Satisfaction survey target goals
  • Support Client Program Manager and client team initiatives
  • Position based from a home office in the Chicago area with significant travel in the territory. Company car is provided.
  • Develop annual marketing plan for clubs to support business goals
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Ohio University
Bachelor’s Degree in Accounting
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11 Credit Sales resume templates

1

Assistant Credit Sales Manager Resume Examples & Samples

  • In-depth knowledge of secured & unsecured lending products
  • Knowledge of banking products, compliance and branch operations and procedures, experience in credit underwriting of unsecured personal loan is an advantage
  • HKSI paper 1, 7, 8 and IIQE paper 1, 2, 3 & 5 qualifications or equivalent
2

Assistant Credit Sales Manager Resume Examples & Samples

  • HKSI paper 1, 7, 8 and IIQE paper 1, 2, 3 & 5
  • Qualifications or equivalent
  • Knowledge of secured & unsecured lending products
  • Knowledge of banking products, compliance and branch operations and procedures is an advantage
  • Experience in credit underwriting of unsecured personal loan is favorable
3

Head of Credit Sales Resume Examples & Samples

  • Provide vision and strategic leadership for sales and distribution function
  • Opine on transaction structures and pricing (on both buy side and sell side) to both help win business as well as ensure transactions clear market
  • Oversee selling of financial positions either through pari passu standard syndication or structured senior/mezz pieces in multiple asset classes (primarily commercial real estate, leveraged loans, receivables/factoring, asset based lending and equipment financing facilities and loan on loan facilities (performing and non-performing) and across multiple jurisdictions including the UK, continental Europe, Asia and Australia
  • Manage the structuring and go to market strategy of large complex transactions
  • Act as primary source of market intelligence to keep senior management advised of developments in the market
  • Oversee secondary buy side programmes to source product for business partners
  • Support GE Capital's financial and strategic goals by applying a broad range of Capital Markets products and structures
  • Significant contact will be required with all types of investor bases including banks, funds, insurance companies, hedge funds, etc
  • The individual will be expected to work with the existing structuring and sales team to expand GE's investor base, both through expanding cross sell to existing investors and bringing in new investors, well as educating investors for new products not currently sold to the institutional market
  • Deep domain expertise in Capital Markets products and ability to work in multiple asset classes and jurisdictions with cross border investor base
  • Flexibility to sell new off the run product and to operate with different asset classes at the same time
  • Recognized market participant with senior level market contacts. Good contacts with investor base across investor types (banks, hedge funds, asset managers, insurance companies, etc.) as well as ability to build these on contacts to broaden investor base
  • Organisational skills in order to manage a diverse investor base and oversee teams that will be working in multiple asset classes although mainly in loan format
  • A pro-active team player who cooperates well within a team and across platforms and has the ability to build an immature business. Ability to develop strong working relationships with business unit managers while maintaining independence
  • Long-term track record of successfully evaluating credit risk/saleability across a wide variety of industries
  • Demonstrated leadership skills with the ability to motivate and lead teams and build consensus in a matrixed environment; ability to deliver "tough" messages tactfully; ability to build trusting working relationships while maintaining independence
  • Broad and deep Capital Markets experience including well rounded market knowledge of different asset classes and various types of lending in finance environments
  • Strong industry credibility/knowledge and contacts
  • Experience leading Capital Markets sales teams and working in a matrixed environment
  • Analytical capability: Proven critical thinking and problem solving skills. Strong ability to analyze and evaluate data, formulate accurate conclusions and develop actions plans accordingly
  • Collaboration skills: Works effectively in cross functional team environment
  • Communication skills: Clearly articulates view point verbally and in writing, fostering confidence when sharing/ presenting information
  • Dependability: Reliable, responsible, dedicated, committed, and fulfils obligations
  • Takes initiative: Understands deal process and proactively completes subsequent steps in the deal process. Reaches out to others if unsure
  • Prioritization skills: Balances workload and prioritizes effectively. Able to manage self and time to meet commitments
  • Personal skills: Needs to be a people person who can quickly establish and build on new relationships both internally to get things done and externally as part of the sales process
4

Credit Sales Analyst to Associate Resume Examples & Samples

  • Credit Sales to cover major Japanese Financial Institutions
  • Coverage of both Central and Regional Financial Institutions
  • Minimum 1 year Fixed Income Sales experience with Investment Bank based in Japan
  • Native level fluency in written and spoken Japanese and Business level English
5

Regional Credit Sales Manager Sam s Club Resume Examples & Samples

  • Develop credit awareness programs with club/market management
  • Audit signage, point of sale material for compliance purposes and communicate issues accordingly
  • Compile and present results of on-going credit programs; manage travel and marketing budgets
  • Attend/support store opening and relocation events
  • Develop annual marketing plan for stores to support business goals
  • Minimum of 3 years of field or outside sales experience
  • Minimum of 2 years Client Relationship Management experience
  • Proficiency with MS Word, Excel, and PowerPoint
  • Excellent negotiation and client relationship skills
6

High Yield Credit Sales Resume Examples & Samples

  • 10+ years of proven experience in a HY Credit Sales role
  • Strong Investor knowledge and solid investor relationships
  • In depth product knowledge; Cash, CDS, US TSY, Structured Products with proven coss-sell capabilities
7

Credit Sales Resume Examples & Samples

  • Trade emerging market bonds and transact derivatives with large US and Latin American institutional investors
  • Provide detailed market color on various Latin American bond markets as well as the Turkish market
  • Spanish language ability mandatory
  • 7+ years experience in a fixed income sales role
  • Candidate must have excellent interpersonal skills, strong references and deep market and client knowledge
  • Proficiency in Bloomberg and Excel are mandatory
8

Credit Sales Manager Jcp Resume Examples & Samples

  • Develop and maintain key external client relationships at store, market, and regional levels
  • Maximize/leverage credit support and commitment at store level
  • ***Role located in either Des Moines, IA or Indianapolis, IN; based from a home office and requires significant travel; company car is provided.*****
9

Associate Credit Sales Resume Examples & Samples

  • Primary point of contact and relationship manager for multiple institutional Canadian Fixed Income clients
  • Work closely with the multiple trading desks to generate, market and execute trade ideas / focus positions with clients as well as internal partners and colleagues
  • Liaison between Syndications desk and clients to develop two-way information flow with the aim of gathering feedback on potential new issues, generate client interest and firm pre-deal orders
  • Work with Credit Capital Markets to develop marketing materials for new issues
  • Work with Research to develop ideas and to ensure coordinated research coverage
  • Build meaningful relationships with external and internal partners including clients, traders, analysts, managers and administrative support
  • Regularly coordinate and attend client entertainment events in group and individual settings
  • Create annual coverage plans for assigned relationships
  • Actively participate in sales and trading meetings
  • Generate a daily sales recap to be used internally by sales group and externally by Canadian and Global clients
  • A clearly defined interest in fixed income sales
  • Strong financial and computer literacy skills. High competency in Excel, Access and PowerPoint
  • Excellent fixed income market and product knowledge
  • Networking across business lines is key
  • Ability to multitask, excellent problem resolution and time management skills
  • Ability to quickly and effectively respond to enquiries with confidence
  • Experience working in a team based environment
10

Regional Credit Sales Manager Resume Examples & Samples

  • Enhance implementation of in-club marketing programs; conduct on-going training
  • Support Client Program Manager and client team initiatives
  • Attend/support club opening and relocation events
  • Develop and maintain key external client relationships at club, market, and regional levels
  • Maximize/leverage credit support and commitment at club level
  • Develop annual marketing plan for clubs to support business goals
  • ***Position based from a home office in the Chicago area with significant travel in the territory. Company car is provided.*****
  • Minimum of 2 years’ Experience developing presentations and pitching to all levels of management
  • Willing to travel up to 75% of the time
  • Openness to coaching and ability to learn quickly
  • Exceptional interpersonal communication skills (written, oral, nonverbal)
  • Private Label Sales and Marketing experience will be a plus
11

Credit Sales Manager Resume Examples & Samples

  • Develop and maintain key external client relationships at store, market, and regional levels. Maximize/leverage credit support and commitment at store level
  • ***Position to be based from a home office in the greater Chicago area and requires significant travel. Company car is included.*****
  • Strong finance business/industry acumen
12

Credit Sales Manager Resume Examples & Samples

  • Assist the Branch Manager in branch marketing/business developments for generation of quality asset growth and in monitoring the sales and credit performance of the business
  • Build and deepen relationship with customers through delivering superior customer services when handling product enquiries and operations
  • Conduct branch credit management and delinquency control
  • Perform credit evaluation and loan approval on all unsecured lending products applications in accordance with the established credit criteria, processing guidelines and risk-based pricing strategy while at the same time meeting the service and productivity standards
  • Achieve individual’s and team’s sales targets
  • Comply with established policies and procedures to safeguard both bank's and customers' assets
  • University graduate with a minimum of 1 year relationship management experience or secondary educated with minimum of 3 years relationship management in retail banking or finance company
  • In-depth knowledge of secured and unsecured lending products
  • HKSI paper 1, 7, 8 and IIQE paper 1, 2, 3 and 5 qualifications or equivalent
13

Associate, Emerging Market Credit Sales Resume Examples & Samples

  • Coverage of Asset Managers in UK and Europe (e.g. Scandinavia)
  • Back-up coverage for Senior Salespeople�s major UK clients
  • Writing daily market commentaries & generating trade ideas
  • Arranging frequent client marketing initiatives (e.g. research roadshows)
14

Hkg-structured Credit Sales Resume Examples & Samples

  • Direct client coverage of Banks, Insurance, Asset Manager, Securities Co, Hedge Fund, Pension and Sovereign Wealth Clients
  • Sourcing, originating, transaction managing and seeking execution on non-flow fixed income products which are accretive to the Credit Products Group (globally) revenue base – highlight are
  • Citi’s consistently #1 ranked global CLO franchise
  • Full suite of development market asset and liability based credit products
  • Full suite of emerging market based asset and liability based credit products
  • Placement of Securitized Markets opportunities such as US/EMEA Commercial Real Estate (single building, portfolio)
  • Multi product financing solutions (secured loans, derivative based financing, structured repo, cross border financing, senior structured lending)
  • Experience with structured credit, EM credit, derivative products, cross border products from a sales, structuring or trading perspective
  • Experience engaging with clients from an origination/sourcing perspective (sales) or heavy client engagement from a transactional perspective (structuring)
  • Local language skills a considerable plus – mandarin Chinese for those focused on the Mainland China/Hong Kong stream, other Asian languages for the other
  • Ability to engage constructively with product partners and internal risk/controllers
15

Hkg-credit Sales Resume Examples & Samples

  • Be an integral part of the Credit Sales team in ASIA with a specific focus on Hong Kong based clients
  • Individual will work directly with team members, syndicates, bankers and clients to identify credit opportunities/solutions and work with relevant partners to manage and execute the opportunities
  • Support team seniors in delivering the full suite of credit products to clients
  • Individual will work closely with HK, London and NY Trading and Structuring desks
  • Undergraduate degree or post graduate qualification
  • Creative idea generations
  • Pro-active, independent and self-motivated
  • Fluent in English. Ability to speak Chinese will be an added advantage
16

Credit Sales Coordinator Resume Examples & Samples

  • Assist Manager’s and Outside Sales associates with credit issues (particularly resolution of past due balances)
  • Implement, organize and actively participate in collection action on assigned accounts
  • Recommend to Market Credit Manager decisions on new applications
  • Establish, monitor lien dates and ensure timely filing of liens as needed
  • Recommend appropriate level of legal or collection agency assistance necessary to collect assigned past due accounts
  • Monitor orders on past due accounts and maintain customer sales status in Trend
  • Send collection letters to all assigned accounts as required
  • Make collection calls to all assigned accounts as required by daily E-Credit work queue
  • Daily review of aging, customer payments and outstanding invoices over 30 days
  • Research & resolve disputed account balances with sales associates, managers, and/or customers
  • Monitors new job set up to ensure enough information to process liens if needed
  • Complete special projects and assignments as needed
  • Maintains professional contacts with other companies, organizations and associations and attends trade meetings
  • Reconcile and monitor payments by applying, refunding or escheating credits as required by law
  • Retain a high degree of confidentiality regarding the credit worthiness of customers and potential legal actions to be taken by the company
  • Travel to local offices and other locations to complete requirements of position and as requested by Supervisor
  • Minimum education required—Associate’s degree in finance or related field or equivalent experience
  • Minimum experience required—3 years or more in credit administration and accounts receivable
  • Special skills required—Operate in an unsupervised, independent manner to carry out the duties of the position, excellent verbal and written skills. Ability to communicate with various parties inside and outside of the organization. Problem solve with a great degree of independence
  • Special knowledge required—State mechanic’s lien laws, credit and collections processes, read and analyze various financial statements and reports
  • Other—Computer literate in MS Office products, Trend and E-Credit
17

High Yield Credit Sales Assistant Resume Examples & Samples

  • Work with the sales desk to support and provide oversight of operational components of various asset classes
  • Create relationships across multiple areas of the Firm including trading desks, operations, technology, legal, and compliance departments
  • Complete KYC requests for new clients and remediate documentation deficiencies for existing clients
  • Respond to ad hoc client requests
  • Keep abreast of regulatory change and ensure that processes are continually reviewed and improved
  • Engage with various business partners to resolve trade flow issues and discrepancies
18

Securities, Ficc, Credit Sales, Analyst Resume Examples & Samples

  • Work in a well-balanced and cohesive team covering a broad portfolio of middle market clients
  • Entrepreneurial approach
  • Strong organisational skills with ability to manage a broad client list efficiently
19

Retail Credit Sales Resume Examples & Samples

  • 3) Ask each customer if they would like to apply for the BPS credit card in a professional, friendly and unobtrusive manner
  • 7) Notify customers that were declined in a courteous and professional manner; always maintaining confidentiality and the customer’s self esteem
  • 8) Aware of advertised sales
  • 9) Current on location of all merchandise within the store
20

Credit Sales Resume Examples & Samples

  • Marketing of credit products (including both cash and derivatives dedicated Real Money and Hedge Fund clients)
  • Experience in credit markets
  • Aptitude & track record in a previous role as a back-up to senior sales people and contact point for execution desks
21

Markets Credit Sales Asia & Japan VP Resume Examples & Samples

  • A minimum of five years relevant fixed income sales experience
  • Fixed Income product knowledge is essential; Credit market sales experience is required
  • Experience within Citigroup in similar situations would be a plus
  • Advanced Level of English and Japanese
  • Bachelor’s degree required in finance, mathematics, engineering, business or a related field
  • Ability to strive in a team based environment
22

ICG Markets Credit Sales Resume Examples & Samples

  • Be an integral part of the Asia Credit Sales team in Singapore
  • Job will require basic understanding of pricing and risks of all flow and structured credit products
  • Support team seniors in delivering the full suite of credit products to Asian clients and also provide coverage of Singapore and Hong Kong based accounts
  • Good team player and able to communicate well with Sales, Trading and Research teams
  • Proficient with Excel and Powerpoint
23

Credit Sales & Trading Resume Examples & Samples

  • Support the trading and day-to-day activities of the Credit Sales and Trading desk
  • Support the syndication of primary issuance originated by MacCap’s Debt Capital Markets business
  • Complete all pre-trade compliance deliverables prior to the desk agreeing trades with counterparties
  • Calculate and prepare CST’s daily profit and loss report
  • Validate and support asset static data
  • Reconcile cash, position and end trades
  • Collaborate with IT to provide requirements for trading system enhancements
  • Liaise with external trade counterparties, prime brokers and other finance providers assisting with on-boarding, settlement and resolution of trade issues
  • Liaise with the Financial Management Group team to ensure books and records for the trading desk are correct
  • Fulfill ad hoc requests from senior management, internal support functions and regulatory authorities
  • 5+ years in a related field (i.e. middle office, trading assistant, trade support, operations)
  • Thorough understanding of the bank loan market from both a trading and operational perspective
  • Bachelor's degree in accounting, finance or economics (or related field)
  • Thorough understanding of bank loan and fixed income products
  • Ability to multi-task and support simultaneous activities
  • Strong MS Excel skills
  • Strong communication and prioritization skills
  • Proven ability to collaborate with team members and senior management across businesses and internal functions
  • Demonstrated experience operating in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
  • Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
  • Ability to identify and implement new processes across multiple functions that will create efficiencies and reduce operational risk
  • GD *LI