Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Timeline
Generic

Marco Montano

Parker,CO

Summary

Successful Executive Vice President of Sales offering 21 years of experience delivering quality results and exceeding sales goals. Expertise in cost containment, market plan execution, and business development. Excellent communication, networking, and negotiation skills. I am committed to achieving strategic sales goals and building loyalty and trust externally and internally.

Overview

25
25
years of professional experience

Work History

Vice President of Sales - Renovation/Construction Lending

FCM
12.2023 - Current
  • National manager for the FCM Renovation/Construction Concierge Service
  • Managing all aspects of our Renovation/Construction Concierge Service, coordinating with sales, processing, underwriting, and draw administration
  • Ensure sales understand the whole renovation/construction flow and follow policies and procedures
  • Continue the ongoing training in sales and operations
  • Provide continued support for all the sales and operation teams
  • Monitor the renovation pipeline to ensure loans are moving through the system and closing on time
  • In charge of 200+ MLOs when it comes down to originating renovation/construction loans
  • Team up with marketing to broaden awareness of the company as a Renovation Lender in the marketplace
  • Ensure that our product is market competitive
  • Host weekly renovation/construction calls for Sales and Operation calls
  • Vette and validate contractors for our renovation/construction loans, making sure they meet FNMA, FHLM, FHA, and VA guidelines
  • Created all the renovation marketing for the company, including matrix, the concierge service, and CE credit classes.

National Renovation Manager - Renovation Lending

InstaMortgage
08.2023 - 12.2023
  • National manager for the InstaMortgage Renovation Concierge Service
  • Managing all aspects of our Renovation Concierge Service, coordinating with sales, processing, underwriting, and draw administration
  • Make sure sales understand the full renovation flow and follow policies and procedures
  • Continue the ongoing training in sales and operations
  • Provide continued support for all the sales and operation teams
  • Monitor the renovation pipeline to ensure loans are moving through the system and closing on time
  • Host weekly renovation calls for Sales and Operations
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines
  • Use RLS to manage the loan pipeline.

National Renovation Manager - Renovation Lending

Mission Loans
04.2023 - 08.2023
  • National manager for the Mission Loans Renovation Concierge Service
  • Managing all aspects of our Renovation Concierge Service, coordinating with sales, processing, underwriting, and draw administration
  • Make sure sales understand the full renovation flow and follow policies and procedures
  • Continue the ongoing training in sales and operations
  • Provide continued support for all the sales and operation teams
  • Monitor the renovation pipeline to ensure loans are moving through the system and closing on time
  • Host weekly renovation calls for Sales and Operations
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines
  • Use RLS to manage the loan pipeline.

Vice President of Sales - Renovation Lending

Family First Funding NJ
07.2022 - 08.2023
  • National manager for the Family First Funding Renovation Concierge Service
  • Managing all aspects of our Renovation Concierge Service, coordinating with sales, processing, underwriting, and draw administration
  • Make sure sales understand the full renovation flow and follow policies and procedures
  • Helped FFF from a handful of renovation loans to 30+ in the pipeline by the time they sold the company
  • Continue the ongoing training in sales and operations
  • Provide continued support for all the sales and operation teams
  • Monitor the renovation pipeline to ensure loans are moving through the system and closing on time
  • In charge of 200+ MLOs when it comes down to originating renovation loans
  • Team up with marketing to broaden awareness of the company as a Renovation Lender in the marketplace
  • Ensure that our product is market-competitive
  • Host weekly renovation calls for Sales and Operations
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines.

Mortgage Loan Originator Covering 38 states for Renovation and Construction Lending

Prime Lending LLC
01.2021 - 07.2022
  • Mortgage Loan Originator covers 38 states for the branch
  • Meeting with customers, making sure I understand their needs
  • Originating the mortgage loan application and starting from the beginning until closing on their loan
  • Assisting local realtors in the qualification of their customers
  • Teaching continued education classes approved by the state of CO to the real estate agent.

VP of Mortgage Lending/Regional Renovation Manager for six states

Guaranteed Rate Denver Colorado
08.2019 - 12.2019
  • Training/Mentoring/Recruiting loan officers in renovation lending in the region I cover
  • Teaching local Realtor CE credit classes in Colorado
  • Monitoring the renovation pipeline in my region
  • Provide support to Sales and Operations through our unique concierge renovation process
  • Team up with marketing to broaden awareness of the company as a Renovation Lender in the marketplace
  • In charge of 200+ MLOs when it comes down to originating renovation loans
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines.

Vice President of Renovation & Construction Lending for 21 states

Loan Simple Inc. Englewood Colorado
10.2018 - 08.2019
  • In charge of all training for sales, processing, and underwriting in the daily operations of renovation lending
  • Product development for 203k, Homestyle, and VA renovation lending program, ensuring all policies and procedures were followed in the program's origination
  • Develop a Training Curriculum and subsequently train Sales and Operations staff
  • Provide support to Sales and Operations through our unique concierge renovation process
  • Monitor Renovation Pipeline to ensure that loans are moving through the process in a timely and proper manner for all loan officers in the company
  • Team up with marketing to broaden awareness of the company as a Renovation Lender in the marketplace
  • Ensure that our product is market-competitive
  • Host weekly renovation calls for Sales and Operations
  • Recruited a 79-million-dollar branch to the company took them under my wing, and trained their team.

National Product Manager for Renovation Lending for 48 states

New Rez
01.2017 - 09.2018
  • Coordinate with Sales, Underwriting, Processing, Closing, Draw Administration, and Product Development to ensure there are clear and published Policies and Procedures for all aspects of Renovation Lending across all channels (retail, wholesale, joint ventures, and direct-to-consumer)
  • Develop a Training Curriculum and subsequently train Sales and Operations staff
  • Provide support to Sales and Operations through our unique concierge renovation process
  • Monitor Renovation Pipeline to ensure that loans are moving through the process in a timely and properly for our 145 trained loan officers
  • Team up with marketing to broaden awareness of the company as a Renovation Lender in the marketplace
  • Ensure that our product is market competitive
  • National manager for the Family First Funding Renovation Concierge Service
  • Managing all aspects of our Renovation Concierge Service, coordinating with sales, processing, underwriting, and draw administration
  • Make sure sales understand the full renovation flow and follow policies and procedures
  • Continue the ongoing training in sales and operations
  • Provide continued support for all the sales and operation teams
  • Monitor the renovation pipeline to ensure loans are moving through the system and closing on time
  • Host weekly renovation calls for Sales and Operations
  • In charge of 150+ MLOs when it comes down to originating renovation loans.

Colorado Area Manager - National Renovation Trainer

Carrington Mortgage Services
08.2014 - 01.2017
  • In charge of recruiting, training, and retaining a productive team of Loan Officers and branches in Colorado
  • Built this branch from scratch and added nine retail loan officers
  • Started Carrington Colorado, with one loan officer, then grew a team within the main branch in Denver Tech Center and two satellite offices
  • Renovation lending consultant for the west branches
  • Train and support renovation loan officers for our 203k program.

Renovation Branch Manager for the Colorado Market

Prospect Mortgage
04.2013 - 08.2014
  • Managed traditional and renovation loan officers with an office and built the office from 2 loan officers to 8, 2 LOA, and one processor
  • In charge of recruiting, training, and retention and a producing manager
  • Responsible for training and supporting the Colorado renovation loan officers
  • Taught monthly classes for my network of realtors and all my loan officers in my office.

Renovation Sales Manager

Wells Fargo Mortgage
09.2008 - 04.2013
  • Originated renovation loans as a producing Sales Manager
  • Managed a team of 5 renovation specialists in Denver Metro, covering six other traditional branches and 59 banks for renovation programs
  • Provided support and training for 130+ traditional loan officers in the Denver metro area
  • Taught monthly classes for my realtor and my loan officers
  • Trained sales and operations staff
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines.

Associate Real Estate Broker and Partner

Land and Homes Realty
01.2002 - 01.2008
  • Managing Partner for the firm, hiring and training new employees
  • Developed new business for the company with builders, realtors, and business partners
  • Conducted first-time buyer education classes for the consumer in affordable housing mortgage programs available to them
  • Worked with the local town of Taos to ensure we had enough affordable housing builders to meet our consumer demands
  • Organized open houses with on-the-spot application review and qualification scenarios
  • Local affordable home builder
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines.

Regional Manager

First National Mortgage
01.2000 - 01.2008
  • Firm's managing partner in charge of the NM and CA market
  • In charge of a team of loan originators in NM and southern California
  • Developed new market areas and collaborated with builders for our My Community program
  • I acquired a commitment from the Town of Taos for 144 homes and put together a group of businesses to build these homes and provide customer financing through my community programs
  • Responsible for training, recruiting, and retention of our LO base
  • Collaborated with a team of Loan Officers to originate traditional mortgages and construction loans for primary, 2nd homes, and investor loans
  • Renovation Manager for NM and Southern California in traditional and nontraditional renovation financing
  • Vette and validate contractors to work on our renovation/construction loans, making sure they meet FNMA, FHLM, and FHA guidelines.

Education

Higher Education Course Work -

University of California San Bernardino
San Bernardino, CA
01.2002

BBA - Management

Loma Linda University Health
Loma Linda, CA
06.1991

Skills

  • National, Regional, Area Construction, and Renovation/Construction Lending Manager
  • Developed two website to help the sales teams as they work with agents and customers
  • Have managed MLOs between 100-200 in renovation lending
  • LinkedIn Career Adviser for candidates who need career advice
  • Scratch builder of teams, branches, and renovation programs across the country
  • Hiring and retention of quality, productive team members
  • Learning and Development trainer for sales, operations, and backend support
  • Notary in Colorado since 2016 and New Mexico for seven years
  • Deal Closing
  • Trade show representation

Accomplishments

  • Developed a comprehensive and efficient Concierge Renovation/Construction process, training sales and operations from start to finish, improving our closing dates on renovation loans from 60-90 days to 32 days.
  • Corporate Trainer for Loan Officers, underwriting and processing in renovation lending from start to post-closing training.
  • Written and developed 22 hours of continuing education (CE) credits for Colorado Realtors (12 separate classes), and the local Real Estate Commission has approved all training. Teach these classes monthly, getting in front of 400-500 Realtors a year.
  • Training/Mentoring/Recruiting loan officers and scratch builder

Languages

Spanish
Full Professional

Timeline

Vice President of Sales - Renovation/Construction Lending

FCM
12.2023 - Current

National Renovation Manager - Renovation Lending

InstaMortgage
08.2023 - 12.2023

National Renovation Manager - Renovation Lending

Mission Loans
04.2023 - 08.2023

Vice President of Sales - Renovation Lending

Family First Funding NJ
07.2022 - 08.2023

Mortgage Loan Originator Covering 38 states for Renovation and Construction Lending

Prime Lending LLC
01.2021 - 07.2022

VP of Mortgage Lending/Regional Renovation Manager for six states

Guaranteed Rate Denver Colorado
08.2019 - 12.2019

Vice President of Renovation & Construction Lending for 21 states

Loan Simple Inc. Englewood Colorado
10.2018 - 08.2019

National Product Manager for Renovation Lending for 48 states

New Rez
01.2017 - 09.2018

Colorado Area Manager - National Renovation Trainer

Carrington Mortgage Services
08.2014 - 01.2017

Renovation Branch Manager for the Colorado Market

Prospect Mortgage
04.2013 - 08.2014

Renovation Sales Manager

Wells Fargo Mortgage
09.2008 - 04.2013

Associate Real Estate Broker and Partner

Land and Homes Realty
01.2002 - 01.2008

Regional Manager

First National Mortgage
01.2000 - 01.2008

Higher Education Course Work -

University of California San Bernardino

BBA - Management

Loma Linda University Health

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Marco Montano