Lupe Ramirez Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Define, execute, manage, and asses the end-to-end commercialization banking strategy for Liquidity and Treasury Management at Comerica Bank. Equip the teams with the necessary financial and sales strategy, value-prop messaging, client-facing content, and tools to effectively build relationships across all financial segments. Lead and collaborate with client and relationship teams to execute a successful financial go-to-market strategies and sales readiness efforts for financial products, solutions, services and initiatives. Partner with internal product stakeholders when representing the client perspective in the development/evolution of financial products and solutions. Support the development and execution of a financial customer driven roadmap, explore potential financial partnership opportunities and evaluate new product capabilities for the bank.

New York, Ny, Us

Engage Commercial Banking clients at senior and strategic levels to provide integrated treasury management solutions within a consultative, relationship and client driven framework. Lead strategic dialogues around key finance issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning. Understand and define strategic trends in the Commercial Banking Treasury industries. Understand holistically and manage key lending and investment banking relationships and how they are related to lending and capital markets transactions. Partner with the Technology, Sales, Marketing and Business Development leadership to ensure that Treasury Services initiatives and projects support and grow an efficient client experience. Manage the reporting and resolution of issues, risks and dependencies, proactively identify potential planning gaps, suggest mitigations to risks, actions to close issues or complete open items for the line of business. Partner with internal product stakeholders when representing the client perspective in the development/evolution of products and solutions. Support the development and execution of a customer driven roadmap, explore potential partnership opportunities and evaluate new product capabilities for the line of business.

San Francisco, Ca, Us

Lead strategic dialogues at senior and strategic levels to provide integrated Commercial Real Estate treasury management solutions within a consultative, relationship and client driven framework for the entire West Coast Commercial Real Estate Portfolio. Including; key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning. Understand and define strategic trends in the Commercial Banking Treasury industries. Understand holistically and manage key lending and investment banking relationships and how they are related to lending and capital markets transactions. Understand and define strategic trends in the Commercial Real Estate and Treasury industries. Lead in the application of industry knowledge and expertise in engagements and dialogue with client base and Commercial Real Estate line of business. Partner with the CRE Technology, Sales, Marketing and Business Development leadership to ensure that Treasury Services initiatives and projects support and grow the firm’s CRE business. Execute against a clear set of engagement principles that ensure consulting resources are mapped against the largest revenue opportunities within Commercial Real Estate line of business. Manage the reporting and resolution of issues, risks and dependencies, proactively identify potential planning gaps, suggest mitigations to risks, actions to close issues or complete open items for the entire Commercial Real Estate line of business.

New York, Ny, Us

Manage a Commercial Real Estate Commercial Banking portfolio that is composed of international and domestic clients that consists of complex treasury products. Serve as a subject matter expert and development coach for all CRM, receivable, asset management and payable products to proactively analyze and develop process improvements. Help develop, lead and oversee the process workflow of the entire line of business nationally to ensure optimal efficiency and maintain high standards of service both internally and externally. Understand and define strategic trends in the Commercial Banking Treasury industries. Understand holistically and manage key lending and investment banking relationships and how they are related to lending and capital markets transactions. Lead strategic dialogues around product building, reporting and road mapping for the new Treasury Services line of business within Commercial Term Lending.

Mclean, Va, Us

Develop and execute a comprehensive relationship management and business development plan for the San Jose Region by leveraging expert knowledge to proactively and creatively present solutions to clients and prospects and to guide multiple teams to this result. Lead the San Jose Region by engaging business owners, finance directors and finance managers understanding their changing needs and building relationships to grow their business. Gain top market share by developing trust and building relationships with customers and internal stakeholders. Manage existing credit relationships which include; credit renewals, analysis of current financial statements and collateral valuations, cash flow analysis, managing delinquencies and documentation exceptions, and contract monitoring by having expert knowledge to proactively and creatively present solutions.Understand and define strategic trends in the Commercial Banking Treasury industries. Understand holistically and manage key lending and investment banking relationships and how they are related to lending and capital markets transactions.

Riverside, Ca, Us

Develop action plans to position the store team for success, including hiring, training, supervising, coaching and developing a highly engaged service team by leveraging expert knowledge to proactively and creatively present solutions to clients and prospects and guide the team to success. Develop efficiency-enhancing workflow/process improvements that make it possible to accommodate increasing responsibilities by identifying a problem’s cause and drive to resolution.

San Francisco, California, Us

Build long term relationships with customers in person and by phone. Exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank. Resolve difficult customer situations while still working quickly and efficiently.

Executive Mba, Business

Exercising Leadership & Foundational Principles Certification, Business Administration And Management, General

Bachelor'S Degree, Business Administration

High School Diploma