As I understand it, Godel's completeness theorem essentially says that if a sentence $\phi$ can be proven in a first order theory $\Gamma$, then $\phi$ is satisfied in all models $\mathcal{U}$ of $\Gamma$.

The first incompleteness theorem can be understood to mean that there are some sentences $\phi$ that cannot be proven in $\Gamma$ and this is because there are models of $\Gamma$ in which $\phi$ is satisfied and other models in which $\phi$ is not satisfied.

The second incompleteness theorem then states that one such sentence is $Con(\Gamma)$, the statement that "$\Gamma$ is consistent".

I've been trying to understand what this theorem means in terms of the models of the theory.

Proving $\Gamma$ is consistent is equivalent (I think!) to showing that there exists a model $\mathcal{U}$ of $\Gamma$. My question is essentially:

Is the second incompleteness theorem true because in some models $\mathcal{U}$ of the theory you cannot construct a submodel $\mathcal{V}$ obeying the axioms of $\Gamma$ and hence in those models you cannot prove consistency. Then, since in this particular model you can't prove consistency, it follows from the completeness theorem that you can't prove consistency directly from the axioms of $\Gamma$.

Even if this reasoning is completely wrong, I'm essentially just looking for a model-theoretic explanation of the second incompleteness theroem.