Tricia Crawford
Irwin
Summary
Commercial banking professional with strong experience in portfolio analysis, credit discovery, and sales strategy enablement within Small Business and Business Banking. Skilled at leveraging industry research and internal data tools to identify growth opportunities, target high-value prospects, and support client planning. Adept at preparing underwriting documentation, evaluating repayment capacity and collateral strength, and coordinating cross-functional partners to deepen relationships. Recognized for disciplined planning, clear communication, and strong collaboration with market teams. Seeking a Commercial Associate role to support revenue growth through analytics, strategic advisory partnership, and RM enablement.
Overview
15
15
years of professional experience
Work History
Relationship Manager / Small Business Consultant (Officer)
Bank of America
Pittsburgh
01.2019 - Current
- Manage a portfolio of 400 business clients across diverse industries and revenue segments.
- Deliver portfolio analytics and opportunity insights to identify relationship deepening and new revenue growth.
- Conduct industry and company research using VerticalIQ, PeerProfiler, and internal analytics to inform call planning and prospecting priorities.
- Develop pre-call planning packets, relationship review materials, and meeting presentations to support consultative conversations.
- Partner with Market Lending, Treasury, Merchant Services, and Merrill to introduce integrated solutions and expand share of wallet.
- Assess credit opportunities and prepare information for underwriting, including financial analysis, collateral considerations, DSCR evaluation, and guarantor support.
- Facilitate client onboarding and treasury implementation, ensuring smooth execution of solutions.
- Support market routines through disciplined use of Salesforce, VerticalIQ, CMP processes, and pipeline planning rhythms.
- Pittsburgh Market
- Key Competencies: Portfolio Analysis
- Sales Enablement
- Prospect Prioritization
- Strategic Client Planning
- Credit Preparation
- Cross-Functional Partnership
Relationship Manager
Citizens Bank
01.2018 - 01.2019
- Managed an assigned business portfolio while evaluating client needs and identifying growth opportunities.
- Conducted small business financial reviews, underwriting preparation, and credit fit assessments.
- Strengthened client engagement through educational financial conversations and planning guidance.
Sales Assistant
Kattan Ferretti Financial
06.2017 - 01.2018
- Supported advisor revenue growth through pipeline tracking, client follow-up strategy, and marketing support.
- Collaborated with team members to streamline office procedures.
- Provided product information to clients, enhancing their understanding of services.
Financial Sales Consultant
PNC Bank
02.2011 - 06.2017
- Conducted financial needs assessments and created coordinated referral strategies across lending and investments.
- Served as Lending Champion, coaching team members to improve credit discussions and qualification accuracy.
- Laurel Highlands Market
Education
Associate of Arts -
The Art Institute of Pittsburgh
Skills
- Portfolio & Revenue Opportunity Analytics
- Prospect Targeting
- Market & Industry Research
- Pre-Call Planning
- Credit Analysis & Documentation
- Cash Flow & DSCR Evaluation
- VerticalIQ
- Salesforce
- Interact
- Presentation Development (PowerPoint)
- Microsoft Excel
- Treasury & Credit Product Familiarity
- CMP & Pipeline Management
Timeline
Relationship Manager / Small Business Consultant (Officer)
Bank of America
01.2019 - Current
Relationship Manager
Citizens Bank
01.2018 - 01.2019
Sales Assistant
Kattan Ferretti Financial
06.2017 - 01.2018
Financial Sales Consultant
PNC Bank
02.2011 - 06.2017
Associate of Arts -
The Art Institute of Pittsburgh