Saul Montes
@saulmontes
Accomplished financial professional with over 20 years of expertise
What I'm looking for
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
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.
Closing Lead
Point Digital Finance
Sep 2018 - Jun 2022 (3 years 9 months)
Collaborate with upper management to execute business plans, analyze performance, and implement improvements to achieve desired results.
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.
Real Estate Operation Manager
San Francisco Federal Credit Union
Jan 2015 - Mar 2016 (1 year 2 months)
Manage the implementation of Encompass 360 (mortgage loan system) project.
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.
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.
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
Availability
Location
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