Terrence O’Hanlon
Chicago,IL
Summary
Customer-focused business leader with extensive experience driving process innovation, technology implementation, and customer success across financial services and commercial banking. Skilled at managing cross-functional projects that improve user experience, streamline operations, and increase adoption of digital tools. Recognized for translating complex business needs into scalable solutions that enhance efficiency, and empower end users.
Overview
14
14
years of professional experience
Work History
Lead Business Execution Consultant
Wells Fargo
Chicago, IL
06.2022 - Current
- Serve as product and operations lead supporting the Supply Chain Finance business, providing strategic direction across three global business lines.
- Partnered on the launch and global implementation of DocuSign—serving as the organization’s Global Administrator—to simplify documentation workflows, build document templates and improve setup experiences for users across multiple regions.
- Designed and led customer experience programs, gathering feedback, conducting data analysis, and driving actionable insights that improved onboarding and client satisfaction.
- Partnered with product, technology, and operations teams to develop new tools and processes that enhanced business controls and simplified key user journeys, including pricing, payment, and approval workflows.
- Championed process automation and user experience improvements, reducing administrative friction and enabling faster, more accurate contract setup and management.
- Managed ongoing operational and reputational risk of the firm related to federal regulatory reporting requirements and compliance with internal and external policies.
Regional Sales Representative
Wells Fargo CDF
Chicago, IL
12.2015 - 07.2022
- Managed a portfolio of marine dealers across 14 states, supporting credit lines up to $3 million per dealer.
- Expanded portfolio by $41 million in new credit facilities over two years and onboarded 37 new accounts, exceeding sales plan by 14% in 2019.
- Partnered with IT and CRM teams on product enhancement initiatives, acting as a user advocate to improve platform usability and customer insights.
- Delivered analytics and market intelligence to help customers make informed operational decisions, driving engagement and portfolio growth.
Inside Sales Representative
Wells Fargo CDF (formerly GE Capital CDF)
Chicago, IL
01.2014 - 01.2016
- Led dealer onboarding and account activation (25+ new accounts per month), resulting in consistent portfolio growth.
- Designed and implemented new marketing programs that improved vendor participation and boosted sales volume.
- Collaborated with underwriting to refine onboarding processes, reducing risk while improving speed to activation.
- Served as a key liaison between vendors, customers, and internal teams—ensuring seamless transitions and positive product adoption experiences.
Account Manager
GE Capital CDF
Hoffman Estates, IL
07.2012 - 12.2013
- Managed a portfolio of RV dealer accounts with credit facilities up to $30 million, ensuring compliance and operational efficiency while providing exemplary customer support.
- Developed strategic recovery and exit plans for at-risk accounts, minimizing loss and maintaining customer relationships.
Collateral Documentation Specialist
GE Capital CDF
Hoffman Estates, IL
09.2011 - 07.2012
- Managed lifecycle of Irrevocable Letters of Credit, ensuring compliance, accuracy, and timely renewal.
- Partnered with financial institutions to negotiate terms and ensure adherence to corporate policy standards.
Education
Master of Business Administration (MBA) - Marketing
DePaul University
Chicago, ILBachelor of Business Administration (BBA) - Marketing Concentration
St. Norbert College
De Pere, WISkills
- Regulatory compliance
- Team collaboration
- Document management
- Customer relationship management
- Strategic planning
- Effective communication
PROFESSIONAL ACTIVITIES
Chair, Wells Fargo PRIDE Team Member Network Member & GE Crotonville Leadership Development Program
Timeline
Lead Business Execution Consultant
Wells Fargo
06.2022 - Current
Regional Sales Representative
Wells Fargo CDF
12.2015 - 07.2022
Inside Sales Representative
Wells Fargo CDF (formerly GE Capital CDF)
01.2014 - 01.2016
Account Manager
GE Capital CDF
07.2012 - 12.2013
Collateral Documentation Specialist
GE Capital CDF
09.2011 - 07.2012
Master of Business Administration (MBA) - Marketing
DePaul University
Bachelor of Business Administration (BBA) - Marketing Concentration
St. Norbert College