Maxwell Wafer
About Maxwell Wafer
Maxwell Wafer is a Client Relationship Manager at TD Ameritrade in the Greater San Diego Area, with a diverse background in mortgage and marketing roles.
Current Role at TD Ameritrade
Maxwell Wafer has been serving as a Client Relationship Manager at TD Ameritrade since 2018. Based in Greater San Diego Area, his role involves fostering and maintaining relationships with clients, ensuring customer satisfaction, and addressing client needs and inquiries. This position allows him to leverage his extensive experience in client management and financial services.
Experience as a Mortgage Professional at Mr. Cooper
Maxwell Wafer worked as a Mortgage Professional at Mr. Cooper from 2017 to 2018 in Orange County, California Area. During his one-year tenure, he was responsible for assisting clients in navigating the mortgage process, providing expert advice, and facilitating loan approvals. His role required a deep understanding of mortgage products and excellent customer service skills.
Previous Role at LoanLock
In 2017, Maxwell Wafer held the position of Senior Loan Advisor at LoanLock for five months. Based in Orange County, California Area, he specialized in advising clients on loan products, optimizing loan structures, and securing favorable terms for borrowers. This role capitalized on his expertise in mortgage lending and customer relations.
Employment at loanDepot as Senior Mortgage Banker
From 2016 to 2017, Maxwell Wafer was a Senior Mortgage Banker at loanDepot in Foothill Ranch, CA. His responsibilities included managing mortgage applications, guiding clients through the loan process, and ensuring compliance with financial regulations. This position demanded a high level of financial acumen and interpersonal skills.
Educational Background at La Sierra University
Maxwell Wafer attended La Sierra University from 2013 to 2014. Although the specifics of his course of study are not detailed, his time at the university likely provided foundational knowledge and skills that have contributed to his professional development in the fields of mortgage banking and client relationship management.