SM
Open to opportunities

Saul Montes

@saulmontes

Accomplished financial professional with over 20 years of expertise

United States

What I'm looking for

Seeking a leadership role that leverages my expertise in mortgage lending and team management to drive growth and profitability.

As a seasoned financial professional with over 20 years of experience in the mortgage, title, and banking sectors, I have developed a strong reputation for inspiring teams to achieve success through my enthusiastic management style, leveraging strong organizational skills and determination. I demonstrate professionalism, integrity, and confidence in representing companies, and I am dedicated to fostering long-lasting business relationships centered on growth and profitability.

Throughout my career, I have held various leadership positions, including Loan Manager, Closing Lead, Director of Residential Operations Lending, Real Estate Operation Manager, Real Estate Lending Supervisor, Director of Operations, and Sales Manager. In these roles, I have overseen and led various departments, managed staff, and developed and implemented business plans to achieve desired results.

I possess excellent leadership, organizational, and analytical skills, and I am committed to achieving outcomes by creating practical project schedules with specific milestones and time-bound results. I am a strong communicator and team player, and I am dedicated to mentoring and growing a united team.

Experience

Work history, roles, and key accomplishments

UU
Current

Loan Manager

Upward Credit Union

Jun 2022 - Present (3 years)

Oversee and lead the Real Estate, Consumer, and Collections Departments. Responsible for the development, processing, and maintenance of consumer and residential mortgage loans.

SU

Director of Residential Operations Lending

Stanford Federal Credit Union

Mar 2016 - Sep 2018 (2 years 6 months)

Give effective leadership and strategic guidance to enhance loan, balance, and revenue growth as set by strategic plan goals.

SU

Real Estate Lending Supervisor

San Francisco Federal Credit Union

Apr 2013 - Jan 2015 (1 year 9 months)

Oversaw mortgage pipelines and demonstrated enthusiasm and commitment by coaching, inspiring, and supporting employees.

AH

Director of Operations

Advantage Homes

Oct 2010 - Apr 2013 (2 years 6 months)

Effectively manage everyday leadership responsibilities by offering innovative ideas and enhancements to ensure deadlines are met and reports are completed accurately and promptly.

PM

Sales Manager

Primary Residential Mortgage

Sep 2005 - Oct 2010 (5 years 1 month)

Supervised sales team in creating a strategy to boost sales and revenue.

Education

Degrees, certifications, and relevant coursework

Saul hasn't added their education

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Tech stack

Software and tools used professionally

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Saul Montes - Loan Manager - Upward Credit Union | Himalayas