Craig Montgomery in

Craig Montgomery

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Chief Strategy Officer (CSO) at Lower
📍 Greater Cleveland, United States

Craig Montgomery is the Chief Strategy Officer at Lower, bringing nearly 30 years of leadership experience in the mortgage industry. His expertise is in building platforms that empower mortgage originators, having previously held senior roles like Chief Production Officer at CrossCountry Mortgage.

Outside of his professional life, Craig is an avid golf enthusiast. He enjoys playing the sport and actively follows the PGA TOUR, indicating a passion for precision and strategy that likely translates into his work.

His primary professional mission is to provide the tools and resources for mortgage originators to thrive.

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Experience
17 Years
Current Role
Chief Strategy Officer (CSO)
Job Level
Leadership
Location
Greater Cleveland, United States
Personality Overview

How Craig shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Craig cares about

Originator Success
His stated mission is creating the best platform for mortgage originators, focusing on tools and resources that help them achieve professional and financial goals.
Talent Recruitment
He actively seeks top-tier licensed Loan Officer Assistants and originators, emphasizing the importance of working with dedicated professionals for high-production environments.
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Career

Work history

6-2024
Chief Strategy Officer (CSO)
Lower
5-2017 - 6-2024
Chief Production Officer
CrossCountry Mortgage, Inc.
5-2013 - 5-2017
Director of Branch Operations
CrossCountry Mortgage, Inc.
7-2008 - 4-2013
Branch Operations Manager
Nations Lending Corporation
In the press

Media appearances

5.18.26 Rent Versus Own; Lower… – Chrisman Commentary. Featured in Apple Podcasts
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Craig Montgomery on Lower’s journey to becoming a top-five lender. Featured in HousingWire
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Education

Craig has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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