Brett Turner

Brett Turner

Followers of Brett Turner251 followers
location of Brett TurnerNashville, Tennessee, United States

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  • Timeline

  • About me

    Associate Director at UBS

  • Education

    • Middle Tennessee State University (MTSU)

      2009 - 2015
      Bachelor's Degree Electronic Media Communication 3.01 GPA

      Activities and Societies: MTSU Sidelines, Collage, MTSU Photo Society

  • 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
  • Licenses & Certifications