Credit Sales Resume Samples

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L Bode

Lexi

Bode

27767 Wiza Creek

Dallas

+1 (555) 338 1100

27767 Wiza Creek

Dallas

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

Ohio University

Bachelor’s Degree in Accounting

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11 Credit Sales resume templates

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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

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

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

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

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

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

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

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.*****

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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