Max Theriault

Background

About Max Theriault

Upon graduating from high school, I was recruited by TD Bank as a Mortgage Originator and Personal Banker. In this role, I managed operations at the home branch in Titusville, Florida, working exclusively on weekends. After three years, I transitioned to a Personal Banking position with Wells Fargo, where I was tasked with serving affluent clients and addressing their personal banking needs. During my first year in banking, I successfully generated over one million dollars in unsecured retail lending products. I later advanced to the role of Wells at Work Manager, where I actively participated in various community volunteer events. Through these experiences, I discovered a profound passion for banking that I had not anticipated. My enthusiasm and extensive knowledge in banking are evident both in my decade of performance and in personal discussions. My dedication to client satisfaction has led many to consider me their primary point of contact for financial services. In my current role as a Presidents Club Mortgage Banker at Rocket Mortgage, I specialize in providing tailored financial services with a personalized approach. My team excels in optimizing strategy for our clients unique financial solutions, ensuring that clients manage their mortgage needs with confidence and ease. Having transitioned from an Executive Mortgage Banker, I have refined my expertise in the financial services sector, particularly within the competitive mortgage industry. My focus on client satisfaction and comprehensive understanding of home financing have been central to my professional success, fostering trust and long-lasting client relationships.