Alexis Copeland
@alexiscopeland
I’m a Business Development Associate who streamlines SBA loan prep and delivers excellent customer service in fast-paced teams.
What I'm looking for
I’m a Business Development Associate who helps keep SBA lending moving by organizing borrower documentation and assisting with getting loans ready for underwriting. In my recent roles, I’ve ordered multiple 3rd party reports and managed multiple loans at a time, all while staying focused on operational procedures, training others, and accurate data entry.
Before lending, I built strong customer-facing and compliance experience as a Lead Teller at Key Bank, including auditing vault cash and cash dispensing machines, maintaining variance rate, enforcing security protocols, and following Anti-Money Laundering (AML) regulations. I also bring people-leadership experience from store management—interviewing, recruiting, training teams, analyzing sales figures, and driving consistent customer service standards.
Experience
Work history, roles, and key accomplishments
Business Development Associate
Port51 Lending LLC
Jan 2025 - May 2026 (1 year 4 months)
Organize borrower documents and assist with preparing loans for underwriting. Order third-party reports and manage multiple loans at a time.
Business Development Associate
Exos Lending
Jun 2024 - Jan 2025 (7 months)
Organized borrower documents and supported preparation of loans for underwriting. Ordered third-party reports and managed multiple loans at a time.
Organized borrower documents and assisted with getting loans ready for underwriting. Ordered third-party reports and managed multiple loans at a time.
Lead Teller
Key Bank
Nov 2020 - Feb 2022 (1 year 3 months)
Provided product suggestions and referrals based on client needs while building client rapport. Managed vault cash, cash dispensing machines, and night depository processing with daily variance tracking and compliance oversight.
Personal Banker
Key Bank
Jun 2018 - Nov 2020 (2 years 5 months)
Guided clients with personal finances, including applying for loans and credit cards and opening deposit accounts. Conducted financial reviews of clients’ banking relationships and supported teller line operations as needed.
Store Manager
Express Inc
Apr 2015 - Jun 2018 (3 years 2 months)
Led store operational activities and provided leadership to meet sales targets, operations goals, and company policies. Recruited and interviewed staff, implemented store procedures, and analyzed sales figures to forecast future volumes.
Talent Co-Manager
Express Inc
Mar 2013 - Apr 2015 (2 years 1 month)
Interviewed candidates and made staffing decisions based on hiring needs, while training associates on register, customer service, and policies. Counted cash drawers and made bank deposits, and stepped into the Store Manager role at times to manage schedules and weekly audits.
Interim Store Manager
Express Inc
Aug 2013 - Oct 2013 (2 months)
Oversaw a team of management and associates to ensure daily tasks were met for customer satisfaction. Analyzed the business to improve weekly sales and comps and provided feedback through team touch-bases.
Full Time Sales Lead
Express Inc
Mar 2011 - Mar 2013 (2 years)
Focused on customer satisfaction and coached associates to deliver an improved in-store shopping experience. Opened and closed the store, handled money during register open/close, and promoted rewards/credit cards to build loyalty.
Greeted clients and recommended merchandise based on their needs and preferences for their occasion. Placed orders, checked other stores for availability, and built client relationships to drive loyalty and repeat business.
Part-Time Sales Lead
Express Inc
May 2009 - Mar 2011 (1 year 10 months)
Provided consistent customer service and ensured associates delivered the same level of service while maintaining a clean store environment. Opened and closed the store with a co-manager present, handled money during register open/close, and coached new associates.
Stylist
Express Inc
May 2007 - May 2009 (2 years)
Built top sales by styling outfits for customers and creating new wardrobes. Promoted the Express credit card and provided fashion advice to customers and associates, including attending stylist meetings.
Associate
Express Inc
Mar 2005 - May 2007 (2 years 2 months)
Assisted customers with fitting rooms and ensuring they received the items they needed. Handled register transactions and opened Express credit cards to build customer loyalty.
Assisted customers with sizes and provided basic retail support including folding clothes and helping clean the store. Built customer relationships and helped outfit customers to best match their needs and style.
Education
Degrees, certifications, and relevant coursework
Alexis hasn't added their education
Don't worry, there are 90k+ talented remote workers on Himalayas
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Interested in hiring Alexis?
You can contact Alexis and 90k+ other talented remote workers on Himalayas.
Message AlexisGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
