Hi, I’m
NICOLE BELK MONTZ
Ponchatoula,LA
Summary
Motivated Professional with over 20 years’ experience in both retail and specialty lending. Strong ability to communicate effectively with clients, team members, vendors, and management. Highly organized and proficient in utilizing technology to achieve maximum results while producing a high level of quality. Continually seeking ways to improve skills and knowledge.
Overview
23
years of professional experience
Work History
Commerce Title
Commercial Escrow Officer
11.2023 - Current
Job overview
- Conduct thorough document reviews, identifying potential issues and resolving them proactively.
- Collaborate closely with real estate agents, lenders, and attorneys to coordinate smooth escrow transactions.
- Enhance client satisfaction by providing exceptional customer service and promptly addressing inquiries.
FIRST HORIZON BANK
MORTGAGE PROCESSOR
05.2015 - 09.2023
Job overview
- Responsible for evaluating applications, credit, and all supporting documentation to ensure loan structure in accordance with loan program.
- Created strong working relationships with loan officers, underwriters, closers, and third-party vendors to provide timely, accurate service for clients throughout entire mortgage process.
- Responsible for obtaining, verifying, and updating all loan information needed to process and obtain final approval utilizing Encompass LOS
- Process Portfolio loans as well as Secondary loans to include Local and State Bond/Soft Second Assistance Programs
- Effectively manage pipeline of 35-40 loans and meet lock expirations and closing expectations.
CAPITAL ONE BANK
ASSISTANT BRANCH MANAGER
11.2010 - 05.2015
Job overview
- Supervised team of 10 branch employees and administered employee performance evaluations to help improve skills, achieve daily objectives, and attain advancement.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Generated financial and operational reports to assist management with business strategy.
CAPITAL ONE BANK
TELLER MANAGER
05.2001 - 11.2010
Job overview
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Trained new employees in cash handling procedures, bank policies to promote compliance with established standards.
Education
SOUTHEASTERN LOUISIANA UNIVERSITYHammond, LA
Skills
- Microsoft Office
- Professional Correspondence
- Complex Problem-Solving
- Teamwork and Loyalty
- Operational Efficiency
- Leadership
- Processing Procedures
- Client Support
- Information Verification
- Regulatory Compliance Documentation
Timeline
Commercial Escrow Officer
Commerce Title
11.2023 - Current
MORTGAGE PROCESSOR
FIRST HORIZON BANK
05.2015 - 09.2023
ASSISTANT BRANCH MANAGER
CAPITAL ONE BANK
11.2010 - 05.2015
TELLER MANAGER
CAPITAL ONE BANK
05.2001 - 11.2010
SOUTHEASTERN LOUISIANA UNIVERSITY
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