Jeremy Montgomery

Over the past 15+ years, I’ve had the opportunity to lead high-growth lending and financial services organizations through periods of rapid expansion, transformation, and operational rebuilding. Across my career, I’ve focused on one core objective: turning complexity into structured, high-performing operating systems that support growth at scale. Along the way, I’ve been fortunate to: • Scale annual loan production from ~$120M to $600M+ and support $1B+ in annual originations • Lead 70+ employees across multi-functional operations including sales, processing, underwriting, and fulfillment • Reduce loan cycle times by more than 50% through workflow redesign and process optimization • Rebuild and scale operations teams during high-disruption periods while maintaining production continuity • Establish OKRs, executive dashboards, and performance frameworks to improve visibility and accountability • Drive cross-functional alignment across sales, risk, and operations to improve end-to-end lending performance. What I enjoy most is stepping into complex operational environments, diagnosing constraints, and building the systems, structures, and teams needed to unlock performance. That experience has shaped a strong consulting-oriented mindset—focused on problem-solving, process design, organizational effectiveness, and measurable business outcomes. As organizations continue to scale in increasingly complex and data-driven environments, I’m excited to apply this experience in consulting or advisory roles where I can help clients design better operating models, improve performance, and drive sustainable growth. Core Competencies Business Operations, Operational Strategy, Process Optimization, Operational Scaling, Workforce Planning, Business Transformation, Performance Management, Change Management, Operational Excellence, Capacity Planning, Production Operations, Process Improvement, Stakeholder Engagement, Strategic Planning, Pipeline Management, KPI & OKR Development, Continuous Improvement, Leadership Development, Operational Infrastructure, Project Management, Business Growth Initiatives, Executive Collaboration, Organizational Leadership, Cross-Functional Collaboration Technical Skills: Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, SharePoint, Teams), G Suite