Director, Corporate Banking, FIG Insurance

InterSources Inc.

Chicago, IL

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JOB DETAILS

SKILLS

Accounting, Adjudication, Analysis Skills, Artificial Intelligence (AI), Banking Services, Business Administration, Business Analysis, Business Model, Capital Markets, Cash Management, Chartered Financial Analyst (CFA), Cloud Computing, Communication Skills, Consumer Branding, Continuous Improvement, Corporate Banking, Credit Analysis, Credit Risk, Cross-Selling, Customer Experience, Customer Relationship Management (CRM), Customer Support/Service, Data Analysis, Develop and Maintain Customers, Due Diligence, Economics, Emerging Technology, Finance, Financial Analysis, Financial Reporting, Financial Services, Global Financial Markets, Industry/Trade Analysis, Insurance, Insurance Regulations, Internet Security, Investment Management, Leadership, Legal, Loans, Needs Assessment, Negotiation Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Protective Services, Regulations, Relationship Management, Risk, Risk Analysis, Risk Management, Sales Management, Sales Presentation, Software Development, Strategic Analysis, Team Player, Technical Strategy, Time Management, Underwriting, Writing Skills

LOCATION

Chicago, IL

POSTED

30+ days ago

Role: Director, Corporate Banking, FIG Insurance
Location: (Hybrid) Chicago, IL, New York, NY
Role Type: Full time

Job description
The Director will work for the Corporate Banking – Global Financial Institutions Group –
Insurance Team based in Chicago or New York, which has a global platform with a
leadership position in Canada and the US. The Director will assume both a Portfolio
Management and Relationship Management role, with a blended focus on both credit
underwriting, structuring, and risk adjudication as well as direct origination, cross-sell,
and client relationship management responsibilities.
The Corporate Banking Insurance team supports the origination and structuring of
corporate lending transactions, and coordinates with other product teams as an integral
part of a larger capital markets coverage team that maintains strong client
relationships. The team covers a wide spectrum of insurance clients operating within
Life, Non-Life, and Distribution sub-segments primarily across the North American,
Caribbean, and European markets.
The Corporate Banking team is responsible for completing credit due diligence in
establishing and maintaining credit lines that are needed to facilitate Lending, Trade
Finance, Cash Management and Trading transactions for Insurance clients.
Uses insurance industry expertise to cultivate relationships with new and existing
clients and develop new client relationships specifically within the insurance sector.
Grows/elevates the CLIENT and CLIENT Capital Market brand with a commitment to
and presence in the community.
Recognizes opportunities to cross-sell and to grow share of clients' wallet.
Collaborates with sector coverage partners to cover clients and prospects and to
identify/ deliver creative, timely solutions.
Operates as key member of the deal team with efforts to maximize the insurance sector
penetration and returns.
Creates and delivers pitch books for clients with respect to financial solutions and
leads presentations to clients. Reviews and guides work of team members to deliver
business results.
Understands the needs of insurance clients and provides relevant ideas and opinions to
generate recommendations.
Identifies and leverages key decision makers and influencers at the client and within the
bank.
Maintains awareness of all firm products and services offered and facilitates means of
receiving continuous updates.
Monitors client, insurance industry and regulatory agencies for potential changes which
may affect client's portfolio and business needs.

Prepares credit documentation (i.e., including applications, memoranda, presentations)
for internal and external stakeholders.
Directly manages a diverse portfolio of lending exposure insurance clients operating
within the various sub-sectors and geographies.
Provides strong deal structuring and negotiates transactions with the insurance clients.
Generates updated financial models/ analyses as business needs and industry
requirements dictate.
Applies appropriate technical concepts and completes/leads consistent and reliable
technical and financial reports/analyses to support client deliverables.
Completes due diligence and credit analysis on new and existing insurance client
relationships. Includes client visits, analysis of business models, and comprehensive
review of insurance industry trends and related regulations.
Breaks down strategic problems, and analyses data and information to provide insights
and recommendations.
Understand complexity of transactions and related risk (credit, market, operational,
legal/compliance, etc.).
Balances the Bank's risk appetite with the client needs in making recommendations/
proposal.

Makes decisions based on a strong understanding of risks; effectively evaluates risk-
return trade-offs, and proactively takes accountability for risks assumed.

Considers risk, internal controls and compliance as part of day-to-day accountabilities
and adheres to policies and procedures.
Acts as a positive change agent to drive improved efficiency and effectiveness.
Provides feedback on, and, supports continuous improvement opportunities.
Applies insurance expertise and thinks creatively to address unique or ambiguous
situations and to find solutions to problems that can be complex and non-routine.

Qualifications:
Minimum of 10 years of relevant experience in Corporate Banking covering the
insurance sector and negotiating and structuring lending transactions with a history of
successful cross sell.
Seasoned professional with a combination of education, experience and industry
knowledge.
Excellent knowledge of lending and portfolio management policies and objectives.
Excellent knowledge of the bank's financial solution products and services.
Exceptional analytical skills. Expertise in financial computer applications and database
management tools.
Undergraduate degree has focal areas of finance, economics, or accounting preferred
with high academic achievement.
MBA, CFA or equivalent experience preferred in financial services, accounting, or legal
fields.
Ability to create and deliver professional product ideas and presentations.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem-solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth /
Expert.

Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

About Us:
InterSources Inc, a Certified Diverse Supplier, was founded in 2007 and offers innovative solutions to help clients with Digital Transformations across various domains and industries. Our history spans over 16 years and today we are an Award-Winning Global Software Consultancy solving complex problems with technology. We recognize that our employees and our clients are our strengths as the diverse talents and opportunities they bring to the table enable us to grow as a global platform and they are causally linked with our success. We provide strategic and technical advice, and we have expertise in areas covering Artificial Intelligence, Cloud Migration, Custom Software Development, Data Analytics Infrastructure & Cloud Solutions, Cyber Security Services, etc. We make reasonable accommodations for clients and employees and we do not discriminate based on any protected attribute including race, religion, color, national origin, gender sexual orientation, gender identity, age, or marital status. We also are a Google Cloud partner company. We align strategy with execution and provide secure service solutions by developing and using the latest technologies that thrive our resources to deliver industry-leading capabilities to our clients and customers, making it convenient for our clients to do business with InterSources Inc. Our teams also drive growth by refining technology-driven client experiences that put the users first, providing an unparalleled experience. This results in strengthening the core technologies of clients, enabling them to scale with flexibility, create seamless digital experiences and build lifelong relationships.

About the Company

InterSources Inc.

It’s all about harnessing the real power of data. InterSources Inc was founded in 2007 providing intelligent data solutions to clients across industries and geographies.

Over the years, we have built products on Business Intelligence & Big Data platform simplifying and transforming the way business intelligence and real-time data analytics empower Corporations and end-users using Softwares like Tableau, Business Objects, MicroStrategy, etc.

In the process, we have enabled companies to use data analytics to help better understand, predict and influence consumer behavior, identify new market opportunities as they emerge, provide to users the data they need, alert the user when and why key business metrics have changed and enable them to make smart decisions.

COMPANY SIZE

100 to 499 employees

INDUSTRY

Computer/IT Services

FOUNDED

2007

WEBSITE

https://www.intersourcesinc.com/

Director, Corporate Banking, FIG Insurance

InterSources Inc.

Chicago, IL

About the Company

InterSources Inc.

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