David Montgomery

• Worked with underwriters to fix application problems and resolve issues.
• Managed risk exposure through careful adherence to established guidelines during loan origination process.
• Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans.
• Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.

• Delivered prompt communication with all parties involved in transactions, fostering strong professional relationships.
• Maintained a high level of product knowledge, staying current with industry trends and regulations.

• Provided exceptional customer service by addressing client inquiries promptly and accurately.
• Conducted comprehensive financial analysis on applicants, ensuring accurate assessment of creditworthiness for loans.
• Actively participated in community outreach events to promote homeownership education programs and establish company presence in local markets.
• Collaborated with underwriters to expedite loan approvals while adhering to stringent lending guidelines.

• Developed and implemented marketing strategies to generate new business opportunities and increase referrals.

Purchased timber using my past contacts while obtaining a mortgage license for the State of South Carolina

Promoted to Agriculture Division to manage 65-million dollar branch
focused on agriculture, commercial, residential, and construction
lending.
Responsibilities included management, marketing, growth, compliance,
and excellent customer satisfaction.