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Brian McCollough

Sales & Service Officer at BB&T

Work experience

Feb 2013Dec 2014

Sales & Service Officer

  • Work within a team that includes an area manager, sales people and business assistants
  • Ensure deadlines and expectations are properly communicated and adhered to across the sales team
  • Manage area commercial loan portfolio including businesses with $2mm - $50mm in yearly revenues
    • New loans
    • Renewals, and
    • Annual reviews of loans greater than $2mm
  • Underwrite new and renewing loan packages including analysis of:
    • borrower profile and capacity
    • loan structure, and
    • cash flow
  • Assess credit risk utilizing Moody's Risk Analyst and Combined Financial Analysis
  • Prepare loan memos for presentation to loan approver
  • Manage team workflow to ensure timely collection of financial documents from borrowers
  • Review loan portfolio always to ensure sales opportunities are identified and acted upon
Jan 2010Feb 2013

Business Deposit Specialist

  • Analyze commercial deposit account relationships, including large corporate and small business segments, to identify cross sell and revenue maximization opportunities
  • Use internally-developed profitability analyis model to assess commercial client relationships and make recommendations for pricing and relationship expansion
  • Manage team reporting for at-risk deposit accounts and account analysis refunds for a 5-region footprint
Jan 2008Jan 2010

Deposit Product Development Analyst

Colonial Bank
  • Worked directly alongside VP, Deposit Product Manager to develop new products and manage existing product portfolio
  • Developed and launched checking and savings relationship-product into marketplace which grew savings total average balance from $38 million to $206 million in 8 months
  • Provided complete analysis for, and assisted in rollout of, mid-tier business checking product which introduced relationship pricing within the bank's deposit portfolio
  • Responsible for major reporting, modeling and analysis of complete deposit product portfolio
  • Engaged in special projects to provide financial analysis which determines the feasibility of new product concepts
  • Spearheaded major product implementation to 5-state, 350 branch footprint
  • Work closely with third-party vendors to provide ancillary product services
  • Regularly handled exception analysis requests with short deadlines and low error toleration
  • Coordinated with internal business partners including bank marketing, compliance, IT and operations to drive product awareness, innovation, activation and usage
May 2007Jan 2008

Loan Product Analyst

Colonial Bank
  • Responsible for home equity product management, reporting and innovation
  • Developed and distributed weekly home equity line reporting
  • Re-aligned home equity line of credit processing which reduced application turn-time from 19 days to 5 days
  • Developed and implemented the bank's flagship home equity line of credit product which resulted in increased sales of 129% in the first month of production
  • Formed and directed HELOC Champions group consisting of executive-level management through the 5-state footprint which steered home equity sales efforts for the bank
  • Regularly conducted surveys of the branch network to determine opportunities for product and strategic enhancement
  • Worked directly with bank treasury department to set product pricing

Extended Work Experience

Following are positions I've held during and since college that further enhance my knowledge, skills, and abilities:

  • Retail Sales/Client Service - Sales Associate
    • Sherwin Williams, Montgomery, AL
    • Valencia Do-It Center, Valencia, CA
    • Express Oil Change, Prattville, AL
    • Chappy's Deli, Montgomery, AL
    • Laser Copy, Prattville, AL
  • Clerical/Office Management
    • Colonial Bank, Montgomery, AL - Administrative Assistant
    • Aspire Staffing, Montgomery, AL - Reception/Sales


Jan 1997Jan 2002


Auburn University at Montgomery

Concentration included operations management, team leading, philosophy of management, law and economics, and human resource management


Microsoft Access
Microsoft Word
Microsoft Excel
Cross Selling
Product Management
Product Development
Project Management
Financial Analysis


Commercial Lending

Branch Banking & Trust University Certification Program

Business Deposits Specialist

Branch Banking & Trust University Certification Program