Jeremy Montgomery
Olive Branch
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Knowledgeable and efficient professional with extensive experience in financial industry. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs.
Overview
7
7
years of professional experience
Work History
Vendor
The Supreme Company LLC.
11.2019 - Current
- Processed transactions by calculating purchase totals and collecting payments.
- Answered questions and assisted customers with item selection and location.
- Met sales goals by offering excellent customer service.
- Strengthened vendor relationships by maintaining open communication and promptly addressing any concerns or issues.
- Developed long-term strategic partnerships with key vendors, enhancing collaboration and creating mutual benefits.
- Negotiated favorable contracts with suppliers, resulting in cost savings for the company without sacrificing quality.
Mortgage Loan Officer
NACA Mortgage
03.2022 - 12.2023
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Customized marketing materials aimed at attracting potential mortgage applicants within specific target markets.
- Developed and implemented marketing campaigns to generate new business opportunities.
Loan Processor
MTrade
02.2017 - 04.2019
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Education
CE Shop
Bachelor of Arts - Integrated Marketing Communications
University of Mississippi
University, MS12.2023
High School Diploma -
Desoto Central High School
Southaven, MS05.2009
Skills
- Issue Resolution
- Restocking abilities
- Vendor evaluation
- Relationship Management
- Customer Needs Assessment
- Business Planning
- Risk Management
- Goal-Oriented
- Residential mortgage lending regulations
- Loan Origination
- Relationship selling
- Client Account Management
- Negotiation Tactics
- Sales Development
- Document Review
- Underwriting knowledge
- Refinancing options
- Scheduling oversight
- Data Interpretation
- Licensed Mortgage Loan Originator
- Customer Relations
- Attention to Detail
Timeline
Mortgage Loan Officer
NACA Mortgage
03.2022 - 12.2023
Vendor
The Supreme Company LLC.
11.2019 - Current
Loan Processor
MTrade
02.2017 - 04.2019
CE Shop
Bachelor of Arts - Integrated Marketing Communications
University of Mississippi
High School Diploma -
Desoto Central High School
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