Michael Brookings

Managed onboarding and cancellation processes for SMA/UMA and MF/ETF accounts, achieving a 98% SLA compliance rate. Delivered actionable financial insights for over 100 fee-based accounts, contributing to a 15% increase in client satisfaction scores.

Managed account operations, consistently hitting quotas and providing financial intel for various accounts. Performed operational procedures including fee-based agreement processing and system reconciliation.

Reviewed and audited retirement proposals and agreements, ensuring accuracy before submission to financial advisors. Collaborated cross-functionally to manage proposal materials.

Monitored insurance coverage on collateral properties and processed insurance and tax escrow payments. Prepared loan payoff statements and resolved existing problems in loan servicing.

Tailored banking programs to meet customer goals, utilizing incentives to attract new customers. Managed account openings and provided exceptional customer service.

Developed and maintained banking relationships, ensuring customer satisfaction and retention through effective communication and service.

Managed customer relationships and provided tailored loan solutions, ensuring compliance with company policies and enhancing customer experience.

Assisted customers with banking needs, opened accounts, and ensured compliance with bank policies while providing excellent service.

Completed a Bachelor of Arts in Administration with an emphasis in Banking and Finance, alongside a minor in Music. The program provided a comprehensive understanding of financial principles, banking operations, and the music industry.