Kris Copeland
@kriscopeland
I strengthen lending controls, reporting, and workforce decisions at enterprise scale.
United StatesWhat I'm looking for
At Bank of America, I support finance, lending, risk, and leadership teams with governance-focused reporting, staffing insights, and control-driven operational decisions.
In Global Expense Management, I support approximately 8,000 associates and deliver executive reporting on headcount, expenses, performance versus plan, forecasts, risks, and required actions. I led a 2026 Activity-Based Cost study across Small Business and streamlined reporting to eliminate approximately 16 manual hours each month.
Previously, I governed staffing, attrition, overtime, and capacity reporting across seven Small Business lines of business, automating reports that reduced manual effort by more than 600 hours annually. I also built scorecards and dashboards that supported workforce planning, career progression, and leadership decisions.
I bring 12+ years across small business lending, underwriting, fraud, quality assurance, operational risk, and process design. I authored more than 50 PPP lending procedures supporting over 400,000 loans totaling approximately $26B, while helping ensure alignment with policy, regulatory, and governance standards.
Experience
Work history, roles, and key accomplishments
Sr. Financial Analyst – Global Expense Management
Jul 2025 - Present (1 year 2 months)
Finance partner supporting ~8,000 associates, delivering governance-focused financial insights aligned to approved headcount, expense, and operating models. Produces executive-level reporting and commentary evaluating performance versus plan, forecast, and prior periods.
Small Business Lending Business Support Manager
Nov 2021 - Jul 2025 (3 years 8 months)
Business support lead for Small Business Credit, partnering with Lending, Risk, and Finance to manage staffing, capacity, and authority-aligned resource deployment. Designed and governed enterprise reporting for job postings, attrition, overtime, and capacity across 7 lines of business.
Led procedure validation and control design across Credit Card lending operations, ensuring alignment with lending policy, regulatory requirements, and governance standards. Authored 50+ lending procedures supporting the PPP program, enabling 400,000+ loans totaling ~$26B while maintaining compliance.
Small Business Lending Quality Assurance – Credit Quality Analyst
Apr 2017 - Nov 2018 (1 year 7 months)
Performed quality assurance and credit quality analysis for small business lending operations.
Analyzed credit for small business lending applications.
Fraud Analyst – Small Business / Large Commercial
Jan 2014 - Jul 2015 (1 year 6 months)
Analyzed and investigated fraud cases for small business and large commercial accounts.
Education
Degrees, certifications, and relevant coursework
Kris hasn't added their education
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Tech stack
Software and tools used professionally
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United StatesAuthorized to work in
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