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Jake Turpin

Financial Service Representative

Work History

2014Present

Financial Services Representative II

San Diego County Credit Union

-From day to day I provide prompt, professional and accurate information to members and potential members in opening new accounts and securing loans.

- I have maintained a perfect loan audit with no exceptions and have built a trust with tellers to come to me with any question for an answer and also to learn for the next member.

-I am able to exceed all of my sales goals as well as getting perfect scores on mystery shops, while building my book of business to ensure I always have a solid pipeline of members.

- I fully schedule staff for break and lunches to manage foot traffic in the branch

-I have trained all new tellers and FSR's because of my knowledge of Symitar and my ability to easily communicate with people of any age. 

-I also posses the ability to remain clam under stressful situations and can comes to terms with members who may become irate for any reason. I believe on every transaction I embody to the credit union would want of every employee.

20092014

Customer Service Manager

American Snacks Inc

On a day to day basis I was in charge of overall operations and coordinating  Drivers and Vendors to make sure all machines and clients were stocked. Handling incoming requests for new products, errors with machine and also refunds for customers. Route planning and delivery streamlining to make sure we were running efficiently for the drivers and customers to help keep costs down on both sides of the business. Maintained a schedule company wide and was also in charge of hiring and training new drivers and maintenance techs.

20062009

Fraud Analyst to Assitant Call Center Trainer

Washington Mutual/Chase

-I started off as a Fraud Prevention Representative and quickly worked my way to Lead Representative due to my ability to learn quickly and help others do the same.

-I took anywhere from 70 to 120 back to back calls per day while monitoring approximately 100 accounts for fraud threats.

-While maintaining my monthly stats I was also responsible for my team and their performance. Each month my team and I came in first for call quality, handle time, and accounts worked without error.

-I received multiple awards and bonuses for outstanding customer service and helping discover and shut down multiple fraud rings after picking up on patterns in fraudulent activity.    

Education

20122016

Business Administration

Miramar Community College

Business Administration

19992003

High School Diploma

Newark Memorial High School

Graduated with Letter of the Arts

Technical Skills

Microsoft Office( Word, Outlook, Excel) , Adobe Photoshop and Illustrator. I am also familiar with banking software such as Symitar, Loans Pq, Hogan and Falcon.  Critical thinking and also the ability to see the situation through the other persons eyes.

-I also posses the ability to relate to customers while walking them through to a solution for their problem.

- I am confident in my ability to solve problems while thinking out side of the normal conventional ways.

- My energy and excitement for doing my job well is only surpassed by my need to want to learn more about my position and how I can be better then I was the day before.