Summary
Overview
Work History
Education
Skills
Websites
References
Hobbies and Interests
Volunteer Experience
Timeline
Generic

Leslie Montgomery

Francis,UT

Summary

I want to contribute my extensive sales, management and leadership experience in a collaborative environment while strategically growing market share.

Overview

28
28
years of professional experience

Work History

Product Sales and Services Team Lead

Vail Resorts International
10.2023 - Current
  • Mentored and trained fellow Greeter Team leads and frontline team members resulting in the highest performing mobile fulfillment and customer service team in the entire enterprise.
  • During the 2024 summer, lead the inside team as well as the outside team.
  • Also expanded knowledge to Guest Connect point of sale software system, reporting/auditing processes, built training materials for winter 24/25, and participated in the VRI leadership development program.

Mortgage Lending Officer

Zions Bancorporation
Salt Lake City, UT
07.2021 - 11.2022
  • Successful loan originations for the banks construction loan portfolio product.
  • Utilized sales, marketing, problem solving, project management and communications skills.
  • Left to assist with elderly mother who is now being cared for in memory care.

Senior Lending Advisor

Chase Bank
Park City, UT
07.2018 - 06.2021
  • Successful originations of high net worth banking clients and second home purchasers in Park City.
  • Specialized in complex deal structure which required excellent communication, loan flow management and problem solving skills.
  • Managed an extraordinary workflow for a fellow top producer while on maternity leave during the COVID pandemic.
  • Was recruited by Zions who had construction financing in a tight inventory market.

Senior Mortgage Advisor

Fairway Independent Mortgage
Park City, UT
08.2017 - 07.2018
  • Loan originations for this highly respected company.
  • Found that portfolio lending was necessary for personal book of business and was recruited away by JPM Chase.

Private Mortgage Banking Manager/Banker

Wells Fargo Home Mortgage
Salt Lake City, UT
09.1997 - 07.2017
  • Managed team of highly skilled loan originators in various locations throughout each state to serve high net worth customers in the bank and outside of the bank.
  • Worked in partnership with the wealth bankers, financial advisors and department heads to serve the existing bank customer base.
  • Maintained high rate of customer satisfaction while increasing sales performance year over year.
  • Prior branch and sales management experience included 15 years in Jackson Hole where branch was consistently in the top three lending institutions.

Education

M. S. - Real Estate Construction Management

University of Denver

B. A. - Communications

University of Washington

Leadership Jackson Hole Graduate -

University of Wyoming

Skills

  • Business development strategy and implementation
  • Strong personal sales production
  • Customer relationship development and management
  • Team leadership
  • Sales production and pipeline management
  • Recruitment, training, and performance development
  • Active listening
  • Critical thinking
  • Problem solving
  • Data and financial analysis
  • Risk management
  • Branch financial management
  • Collaborative cross-sell partnerships
  • Loan origination
  • Customer relationship management
  • Quality assurance and regulatory compliance
  • Effective communication, including conflict resolution
  • Organizational skills with attention to detail
  • Proficient with MS Office, Google suite, Zoom and quickly learns new software
  • Dependable, reliable self-starter with a high level of integrity

References

Available upon request

Hobbies and Interests

  • Family, friends and pets
  • All kinds of skiing
  • Hiking
  • Reading
  • Gardening
  • Active citizenship and volunteering

Volunteer Experience

  • Home Aid Utah, Greater Salt Lake City chapter, 01/01/17, 11/01/22, HAU mission is to help people experiencing or at risk of homelessness build new lives through construction, community engagement, and education.
  • Soroptimist International of Ogden, Ogden Chapter, Soroptimist is a global volunteer organization empowering women and girls with education and training. Past President of both Ogden and Jackson Hole chapters.
  • SK8JH Inc, DBA JH Winter Wonderland, Board member. Founder and on-going board member for non-profit providing winter ice in Jackson Hole.

Timeline

Product Sales and Services Team Lead

Vail Resorts International
10.2023 - Current

Mortgage Lending Officer

Zions Bancorporation
07.2021 - 11.2022

Senior Lending Advisor

Chase Bank
07.2018 - 06.2021

Senior Mortgage Advisor

Fairway Independent Mortgage
08.2017 - 07.2018

Private Mortgage Banking Manager/Banker

Wells Fargo Home Mortgage
09.1997 - 07.2017

M. S. - Real Estate Construction Management

University of Denver

B. A. - Communications

University of Washington

Leadership Jackson Hole Graduate -

University of Wyoming

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Leslie Montgomery