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Jake Turpin

Financial Service Representative II NMLS# 1550025

Work History


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 exceed my auto loan and checking account goal for the past 2 years.

- I have maintained a perfect loan audit with no exceptions and take pride in the fact that I am always up to date on the latest operational updates.

-I am able to exceed all of my sales goals for consumer loan with funding over $2 million in auto loans last year, while maintaining 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 with ease.

-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.

-I am in the process of completing the S.T.A.R. Program and have already signed up for the Merit program as well.


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.

-I also handled incoming requests for new products, errors with vending machines 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.


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.

-Once promoted I was able to maintain my monthly stats, while also being responsible for my team and their performance. Each month my team 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.    



Business Administration

Miramar Community College

Business Administration


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.