Michael Main
Middletown,MD
Summary
Accomplished financial services professional with proven problem-solving skills and effective communication. Expertise in managing client relationships to enhance customer experience and drive product sales. Committed to daily client interaction and fostering strong partnerships.
Overview
20
20
years of professional experience
Work History
Banking
M&T Bank
Frederick, Maryland
02.2015 - 03.2024
- Educated customers on financial products and services to enhance understanding and decision-making.
- Analyzed customer profiles to identify financial needs, facilitating targeted cross-selling of products.
- Processed loan applications by evaluating creditworthiness and determining approval or denial.
- Cultivated relationships with customers to drive increased sales through personalized engagement.
Mortgage Loan Officer
M&T Bank
Frederick, Maryland
11.2020 - 08.2023
- Streamlined loan pipeline to ensure timely processing and approvals meeting client expectations.
- Cultivated relationships with real estate agents and clients to boost referral opportunities.
- Utilized CRM systems for efficient management of client interactions and follow-ups.
Financial Advisor
Lendmark Financial
Frederick, Maryland
08.2004 - 02.2015
- Approved or denied loan applications per established guidelines.
- Delivered comprehensive customer service support throughout application and closing processes.
- Organized client files and documentation to enhance loan processing efficiency.
Education
Bachelor of Science - Marketing Management
Towson University
Baltimore, MD01-1990
Skills
- CRM management
- Sales strategies
- Client engagement
- Relationship management
- Customer education
- Effective communication
Affiliations
- Exercising in any way and trying to stay in shape
Timeline
Mortgage Loan Officer
M&T Bank
11.2020 - 08.2023
Banking
M&T Bank
02.2015 - 03.2024
Financial Advisor
Lendmark Financial
08.2004 - 02.2015
Bachelor of Science - Marketing Management
Towson University