Barbara A. Mollahan
Charlotte,NC
Summary
Dedicated banking professional with more than7 years in the banking industry. Effective communicator with a proven track record of building strong partnerships, meeting company objectives and metrics.
Overview
27
27
years of professional experience
Work History
Commercial Credit Specialist I
Bank of America
11.2021 - Current
- Contributed to the success of the NE market by meeting all financial2023 collection metrics since2012
- Met all financial statement metrics in2022 &2023 averaging95% for relationship manager clients in Rhode Island, SE Massachusetts, and New Hampshire
- Subject matter expert (SME) for TSYS, credit card system of record for all commercial accounts
- Assigned up to15 Relationship Managers in the northeast covering Rhode Island, New Hampshire, and Southeast Massachusetts
- First point of engagement responsible for interfacing with business partners, driving the client credit relationship including the end-to-end client structuring of credit
- Effective communicator with the ability to execute time sensitive loan documentation and follow company policy while meeting deadlines to provide a positive customer experience
- Created training decks to present to team members on processes and procedures on improving ways of accuracy and efficiency with SharePoint sites, database of tracking our clients lines of credit, letter of credit and credit card maturities
- Responsible for managing emails and prioritizing escalations, providing credit updates to Relationship Managers on maturities, financial collections and AER and FAS tasks
- Collaborate with loan officers and underwriters to ensure our deadlines are met
- Strong organizational and time management skills with a desire to provide exceptional customer experience while meeting organizational objectives
- Proven self-motivator with the ability to effectively prioritize work with exceptional sense of urgency to meet deadlines
Regional Business Banking Advisory Specialist
Wells Fargo
12.2016 - 11.2021
- Managed, trained, and developed the Central Pennsylvania market by coaching, training, and mentoring personal bankers, premier bankers and branch managers on products and services by conducting monthly connection calls to58 branches, customer connection calls and conferenced in on group training sessions with each of the5 districts
- Conducted preliminary financial needs assessments to fully understand client’s business objectives, strategies, challenges, and financial needs to refer the client to the appropriate business banking partners
- Customer service focused with experience actively listening, eliciting information, comprehending client issues/needs, and recommending solutions for consumer lending, commercial real estate, and treasury needs
- Act as a liaison for5 districts,58 branches managing business referrals and communicate all successes on monthly calls with branch bankers and leadership
- Participated in the PPP program with payroll verification in2020 to support customers with payroll calculations and documents to ensure calculations were correct for customers to be paid through SBA
- Team lead for managing the unsecured aggregate credit exposure limits weekly spreadsheet
- Support customers who have exceeded100k limit at branch level to ensure a positive customer experience and to assist more customers with their financing needs
- Team lead for non-retail business opportunities pod
- Daily responsibilities consist of effectively managing customer requests sent from internal departments outside of small business banking and assigning them to the appropriate relationship manager or relationship specialist within our department of RBRM
Business Payroll Regional Sales Consultant
Wells Fargo
07.2015 - 12.2016
- Calculated pretax deductions, timecards, and weekly/monthly payroll
- Prepared payroll worksheets, cost analysis, and tax reports
- Maintained a sales pipeline with over100 clients on the East coast
- Maintained updates as well as training dealing with the changes of the payroll tax laws
- Conducted at least200 calls a month to surpass sales’ goals, which are30 payrolls a month
- Responsible for training personal bankers, business bankers, private bankers as well as District Managers on business payroll services
- Performed various administrative duties including conducting meetings, market development, and the review of invoices as well as other financial information
Account Manager II
Windstream Communications
11.2013 - 12.2014
- Generated additional business opportunities through growth and retention of assigned base of customers billing from $1,000 to $5,000 per month
- Initiated proactive account management by contacting Windstream customers to uncover issues and opportunities and educate on full portfolio
- Followed new service installations, customer moves, and changes and renewal processing to ensure accuracy of invoicing
- Worked closely with channel partners to provide excellent customer service and support to their customer base
- Managed approximately200 accounts by offering professional and technical advice on business applications to ensure account satisfaction by fulfilling customer needs
- Represented Windstream’s entire product portfolio, with special focus on next generation products and services
- Partnered with Engineers on sales appointments to assist with upselling current services by providing the right solutions
- Successfully maintained $250,000 in revenue per month, never falling below95% of goal
Indirect Account Executive
Sprint/Nextel Communication
01.1998 - 04.2013
- Oversaw40 retail locations in greater south Charlotte area, including South Carolina as well as trained new and existing associates
- Worked closely with store managers on improving sales, increasing credit applications, and lowering equipment churn
- Ranked as high as12th out of52 representatives in southeast region of six states at Sprint in2012
- Recognized as sixth top national retail sales representative in fourth quarter2012 in southeast region, ending year at112% of target plan
- Coached sales representatives on products and applications at door level, enhancing customer experience
- Conducted hands-on product training for sales executive and store managers, improving staff knowledge, confidence, and customer service skills, and building motivating team environment
- Achieved highest share of decision (SOD) each month, accounting for40% to60% of all sales every month against Verizon and AT&T
- Launched Sprint’s Apple account in2011 and launched and trained4S handset on Sprint’s SNAP activation portal, building strong partnership with Apple
- Facilitated monthly table events at top-producing stores, resulting in up to eight new activations per event
- Facilitated and participated in monthly manager and district manager store performance meetings focused on developing and implementing improvements for key locations, allowing Sprint to retain top carrier status and retention of high monthly SOD
- Completed all monthly trainings, remaining up to date on new technology and company industry direction
Education
Bachelor of Science - Business Management
Ferris State University
Big Rapids, Michigan01.1992
Skills
- Full Microsoft Suite
- Salesforce
- GMS
- ICON
- CashPro
- TSYS
- GUS
- Navigator
- Credit toolkit
Timeline
Commercial Credit Specialist I
Bank of America
11.2021 - Current
Regional Business Banking Advisory Specialist
Wells Fargo
12.2016 - 11.2021
Business Payroll Regional Sales Consultant
Wells Fargo
07.2015 - 12.2016
Account Manager II
Windstream Communications
11.2013 - 12.2014
Indirect Account Executive
Sprint/Nextel Communication
01.1998 - 04.2013
Bachelor of Science - Business Management
Ferris State University
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