Alan Copeland Email and Phone Number

I lead cross functional work teams through The Diagnostic, Design and Improvement process to enhance efficiency, mitigate risk and improve the customer experience.

Process design and improvement for the Commercial Bank for events related to LIBOR Loan replacement and new technology services.

Consultant for local businesses implementing COVID compliant workflows, beginning new operations, and gaining efficiencies through re-engineering existing workflows.

Lead cross department teams through the process design and improvement cycle, focusing on efficiency, integration of legal requirements and risk management.- Led cross functional teams to create processes to reduce risk of financial loss. Reduced non-compliant accounts by 99%.- Led operations teams in the re-design of department focusing on efficiency and volume management. Reduced backlog by 67%.- Implemented key processes to enhance control environment and protect client confidentiality.

Department operations manager responsible for high net worth relationships, operations quality and asset retention.- Created and implemented quality control program that reduced transaction errors by 65% over the life of the program. Program provided net cost savings of $60,000 per month.- Managed department of 140 managers, supervisors and team members in all daily operations.- Developed requirements for new account opening system.