Erik Coppens
Branch Review Officer
- Role
- Branch Review Officer at Westamerica Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Branch Review Officer
Sep 2023 — Present · CA, US
Branch Review Officer reviews and audits operational activities performed by Branch personnel to ensure compliance with established Bank policies and procedures. Conduct on-site training of branch staff. Supports Bank acquisition conversion activities.Utility Work:Provided coverage for the Branch Support, Central Collections and Loss Investigations departments and served as the acting Customer Service Manager for various retail bank branch locations during periods of staffing shortages.Additional Projects:Tested proprietary software for tracking documentary collections. Prepared the annual state escheatment reports for unclaimed property.Provided administrative support to the Branch and Corporate Services team for the bank’s overdraft outreach program. Served on the team for reviewing the bank’s internal operations policies and procedures.
Education
Kaiserslautern American High School
High School Diploma, General Education
2002 — 2006
Western Governors University
Bachelor's Degree, Business
2007 — 2012
The United States Institute of Peace
Certificate of Completion, Conflict Analysis , Negotiation & Conflict Management
2010 — 2010
Skills
- Credit Analysis
- Construction Lending
- Consumer Lending
- Banking
- Sales Management
- Public Speaking
- Small Business Lending
- Private Banking
- Commercial Lending
- Leadership
- Loans
- Business Development
- Loan Origination
- Commercial Banking
- Coaching
- Mortgage Lending
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