Brian Montgomery Email & Phone Number

Hannibal, Missouri, United States

Hannibal, Missouri, United States

Hannibal, Mo

Hannibal, Mo

Handle customer inquiries, complaints, billing questions and payment extension/service requests. Interface daily with internal partners in account, field services, new business, operations and consumer affairs divisions.

St Louis

Managed operational administration of Individual Retirement Accounts and Estate Accounts; reviewed incoming documentation for compliance with IRS and company established guidelines.Acted as primary contact for resolution of IRA issues while ensuring IRS compliance; chosen as subject matter expert and trainer of junior operations specialists.Recognized and solved issues, concerns and problematic trends proactively; improved and diminished escalations, pressure and workflow problems. Selected as the Excellence First Team Member of the Month.Selected as the IRA Operations Team Member of the Month.

St Louis

Evaluate, approve, and underwrite complex Conventional and Harp mortgage loan files for compliance with FNMA and FHLMC underwriting guidelines.Selected by senior management to be a subject matter expert for training junior underwriters on income documentation including personal, partnership and corporate tax returns.Applied sharp organizational, analytical, and multi-tasking abilities while executing second-level reviews on loans submitted for denial, cancellation, second signature and counteroffers.Achieved outstanding underwriting results and was recognized as Top Producer with 100% Quality.

St Louis

Supervised 6 mortgage professionals in processing of Agency and FHA loans from origination to closing ensuring all regulatory information and loan terms are accurate to meet RESPA, HMDA and compliance requirements.Interpreted policies and guidelines for the processing staff to ensure compliance is met; ensured that documents or records received have all the appropriate information.Participated in the development of policy changes, program implementation and procedural improvements.Completed staff performance reviews and coordinated the training and developments of each employee, guaranteeing performance goals are established.Obtained Direct Endorsement underwriting authority.

St Louis

Completed compliance auditing to enforce Fair Lending while meeting company and contract terms.Ensured that CRESS fulfillment partners received reliable and accurate service from CRESS by researching and resolving order placement and communication status update failures.Selected by senior management to update all vendor, CRESS, and fulfillment systems and associates.Reviewed information sent to and received from internal fulfillment and external vendor partners for accuracy and completeness.

Ofallon

Negotiated repurchase transactions with originators and investors; completed a full review of all applications from origination to final decision.Provided training to co-workers as needed to identify and document salability/fraud issues and made recommendations for resolution.

Columbus Air Force Base

Business, Management, Marketing, And Related Support Services, 3.83

Inventory Managment, Military And Strategic Leadership