Summary
Overview
Work History
Education
Skills
Awards
Timeline
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Frank Berkopec

Frank Berkopec

Westerville,Ohio

Summary

Dynamic leader with a proven track record at JP Morgan, excelling in quality assurance and regulatory compliance. Renowned for meticulous attention to detail and strong analytical skills, driving continuous improvement initiatives that enhance process efficiency. Achieved top performance rankings while fostering collaboration across cross-functional teams to resolve complex QA issues.

Overview

22
22
years of professional experience

Work History

Vice President, AWM QA

JP Morgan
Columbus, OH
08.2022 - Current
  • Manage end-to-end project lifecycles, including planning, execution, testing, and stakeholder coordination across audit, operations, and technology.
  • Design and implement QA strategies to evaluate control effectiveness and ensure alignment with regulatory and firmwide standards.
  • Lead cross-functional initiatives to enhance regulatory compliance, process efficiency, and control frameworks.
  • Track and report on key quality metrics, root cause trends, and remediation progress through executive dashboards and summaries.
  • Collaborate with compliance, legal, technology, and operations teams to ensure timely resolution of QA issues and control gaps.
  • Drive continuous improvement of QA methodologies, tools, and training to strengthen quality standards and audit readiness.

Sr. Mortgage Loan Officer

Carrington Mortgage Services
Columbus, OH
09.2020 - 08.2022
  • Top 10% of 500+ loan officers
  • Exceeded 98% compliance and call monitoring scores
  • Maintained over 95% customer satisfaction quarterly
  • Selected to pilot new systems/products and marketing techniques
  • Team trainer for new loan officers

Credit Support Specialist II

JP Morgan Chase
Columbus, OH
12.2018 - 09.2020
  • Ensured compliance with credit agreements through detailed analyses
  • Calculated financial covenants using complex statements
  • Determined performance pricing and managed system updates
  • Advisory role to underwriters and SME for Oil & Gas clients
  • Top 5% in production and quality

Mortgage Loan Officer

Huntington National Bank
Columbus, OH
03.2013 - 08.2014
  • Ranked top 3 in monthly sales and loans funded
  • Handled high-profile clients and exceeded quality/compliance goals
  • Pilot team member for new systems and product initiatives

Mortgage Loan Officer

JP Morgan Chase
Columbus, OH
03.2009 - 03.2013
  • Leader's Club winner 2011 & 2012
  • Advisory Board member-collaborated with CEO on improvements
  • Regularly selected for system/product testing and team training

Senior Home Loan Analyst/Processor

JP Morgan Chase
Columbus, OH
05.2003 - 03.2009
  • Managed pipeline of 100+ loans
  • "All Star" ranking 24 times; top performer 4 consecutive years
  • Led roundtable discussions with executives
  • Lending authority up to $417k (1st liens), $150k (2nd liens)

Education

Bachelor of Science - Finance

The Ohio State University
Columbus, OH

Skills

  • Strong analytical & organizational skills
  • High-volume, quality-driven environment adaptability
  • Independent and self-directed
  • Financial Ratios & Cash Flow Analysis
  • Meticulous attention to detail

Awards

  • Leader's Club (Top 5% at Chase)
  • "Best to Work With" - Peer recognition
  • Pilot Program and Advisory Board Selections
  • All Star Processor (24x Winner)

Timeline

Vice President, AWM QA

JP Morgan
08.2022 - Current

Sr. Mortgage Loan Officer

Carrington Mortgage Services
09.2020 - 08.2022

Credit Support Specialist II

JP Morgan Chase
12.2018 - 09.2020

Mortgage Loan Officer

Huntington National Bank
03.2013 - 08.2014

Mortgage Loan Officer

JP Morgan Chase
03.2009 - 03.2013

Senior Home Loan Analyst/Processor

JP Morgan Chase
05.2003 - 03.2009

Bachelor of Science - Finance

The Ohio State University

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