Brett Turner

Experience

• 

  Journeys

  Jul 2015 - Apr 2016

  • Store Manager

    Feb 2016 - Apr 2016

  • Manager in Training

    Jul 2015 - Jan 2016
• 

  Abercrombie & Fitch Co.

  Apr 2016 - Jun 2017

  • Store Manager

    Sept 2016 - Jun 2017

  • MIT

    Apr 2016 - Aug 2016
• 

  Ascend Federal Credit Union

  Jun 2017 - Aug 2019

  Closely monitor quarterly goals in PowerBI and suggested strategies to improve numbers.Created an excel goal tracker to provide to our loan officers and relationship reps so they could effectively track their goals and make improvements.Open and fund accounts including, savings, checking, money markets, certificates, and IRA's.Originated, reviewed, processed, closed and administered customer loan proposals.Recommended loan approvals and denials based on customer loan application reviews.Maintained friendly and professional customer interactions.On average booked $200,000 loan dollars and opened 50 accounts per quarter. Show less

  • Management Trainee II

    Jan 2019 - Aug 2019

  • Loan Officer

    Sept 2017 - Jan 2019

  • Customer Service Representative

    Jun 2017 - Sept 2017
• 

  UBS

  Aug 2019 - now

  Built a macro to pull daily statistics to be e-mailed to the Advisory Admin Director, to show deficiencies and areas of improvement.Collected, organized and analyzed data using Excel, VBA, and SQL.Restructured processes through coordination with program directors to create and execute projects.On average macros built and reconstructed processes reduced processing time by 25%-50%.Performed billing recon on our 1 Billion dollar Option Overlay program to ensure fees are being charged correctly each quarter.Was a main presence in performing daily recon on 1 Million accounts to ensure all information was correct as we switched billing platforms. Show less

  • Associate Director - Trading Mandates/Process Improvement

    Jul 2022 - now

  • BRM CTB Business Analyst

    Apr 2022 - Jul 2022

  • Change Management

    Nov 2020 - Apr 2022

  • Operations Product Specialist

    Aug 2019 - Nov 2020