
Timeline
About me
Commercial Loan Officer | SBA Fanatic | Magic Valley
Education

Murrieta valley high school
2000 - 2004High school diploma
Brigham young university - idaho
2007 - 2013Bachelor of science (bs) business management-finance graduatedActivities and Societies: Collegiate Entrepreneurs Organization (2010-2011)

Western governors university
2016 - 2018Master of business administration - mba
Experience

The church of jesus christ of latter-day saints
Dec 2004 - Jan 2007Full time volunteerTaught life skills programs and addiction recovery methods to willing participantsGained skills and became fluent in speaking and writing in SpanishTaught free English courses twice a week to local attendeesActively participated in community activities to build and guide local youth groups

Five star gas and gear
Jan 2007 - Jan 2008Business associateGained business experience within the welding industry through order fulfillment of industrial gas, hazardous materials, and welding equipment in Southern California. Managed Inside Sales, equipment repairs, and inventory receiving from vendors.

Melaleuca:the wellness company
Dec 2011 - Apr 2012Spanish customer service-team leadAssisted in motivating, training, and managing a team of 10 Spanish speaking employees. Coached each team member on performance issues and improvements twice a weekIncreased team performance and efficiencies by 3% through original excel models designed to monitor performance mistakes and warnings given to team members. Earned company certifications in Customer Service, Services Support, Sales, Enrollments

Melaleuca:the wellness company
Aug 2012 - Jul 2013Customer care solutions associateAccurately provided solutions to customer care issues within a 24 hour time frame.Maintained monthly contact with 250+ customers to ensure successful product delivery.Completed projects assigned by management to improve customer experience, lower company costs, and improve efficiencies. Implemented a task tracker to more easily communicate denied tasks to customer service agents and supervisors.

D.l. evans bank
Aug 2013 - Apr 2021Commercial Real Estate, SBA, Operating Lines of Credit, Equipment, and Agriculture lending.Secretary/Treasurer of Business Networking International - Magic Valley (B.N.I.). Completed mentor-ship and Commercial Loan training through building a Commercial Loan Portfolio with the guidance of the Branch Manager, and Senior Branch Lender. Completed training in various positions such as New Accounts, Credit Review, & Credit Analysis
Commercial Loan Officer II
Jul 2020 - Apr 2021Commercial Loan Officer
Apr 2015 - Jul 2020Mentorship & Commercial Lending
Jun 2014 - Apr 2015Management Intern
Aug 2013 - Jun 2014

Zions bank
Apr 2021 - nowVP Community Banking Relationship Manager
Sept 2023 - nowAssistant Vice President Community Banking Relationship Manager
Apr 2021 - now
Licenses & Certifications

Nmls #1341349
D. l. evans bankJun 2014
Honors & Awards
- Awarded to Jacob MontanoMaster of Business Administration - Dec 2018
- Awarded to Jacob MontanoSBA Top Producer Club D. L. Evans Bank Dec 2018
- Awarded to Jacob MontanoSBA Top Producer Club D. L. Evans Bank Dec 2016
- Awarded to Jacob MontanoEagle Scout - Jun 2004 Organized the construction and completion of a steel Trailhead at the Santa Rosa Plateau in Murrieta, California.
Volunteer Experience
Missionary
Issued by The Church of Jesus Christ of Latter-day Saints
Associated with Jacob Montano
Languages
- enEnglish
- spSpanish
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