Dave Bergstrom
San Juan,CA
Summary
Talented Division Leader possessing first-rate skills in relationship development, contract negotiation and strategic planning. Experienced in mortgage and insurance industry with 30+ year track record of successful leadership performance.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Senior Vice President Sales & Marketing
Pacific Residential Mortgage, LLC (PacRes)
04.2022 - Current
- Member of Sr. Executive Team
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Implemented systems and procedures to increase sales.
- Collaborated with ownership to implement continuous improvements and exceed team goals.
Regional Vice President
Essent Guaranty, Inc
05.2019 - 04.2022
- Managed Western Region with 13 employees covering 12 Western States
- Staffed the region in 2019 in alignment with company goals and objectives for growth within the region
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Developed innovative sales and marketing strategies to facilitate business expansion.
Division President
AmCap Home Loans, LLC
11.2018 - 05.2019
- Areas of expertise include sales compensation, planning, development, training and implementation of corporate and regional objectives, Responsible for development and growth of the AmCap brand throughout the western division
- Focused on the strategic planning and growth within these states and the professional development of region
- Strength in organization, talent assessment, mentoring, recruiting and motivation of team
Regional Vice President
Finance of America Mortgage LLC
03.2015 - 11.2018
- Responsible for branch and operational management for Southern California retail branch network
- Staff consists of over 70 operations/sales employees in the "center" and a network of 35 retail branches in S
- CA, total headcount >200 employees
- Direct reports include all branch managers and operations management team and
Regional Vice President
United Guaranty Corp
12.2010 - 03.2015
- Direct reports include all branch managers and operations management team and sales leadership
- Ultimate P&L responsibility for entire region including rollup of individual branch
- GL's to the region and managing profitability of each, NIW Volume $4 billion (9 states) retail funded loan volume of $1.73 billion including conventional, FHA/VA and jumbo loans with various investors
Vice President - Division Sales Manager
Radian Guaranty, Inc
02.2008 - 12.2010
- Responsible for sales management of 21 western and southwestern states including sales, budget, goal and territory planning
- Supervision of 14 direct reports
- Top nationally producing division in sales for loan volume and units
Regional Vice President
Chevy Chase Bank
09.2006 - 02.2008
- Hiring responsibilities of staff including sales, sales support, underwriting, operations and support staff and re-mapping of territory
- Emphasized strategic planning and coordination of teamwork inner division and corporately
- Strength in organization, talent assessment, recruiting and motivation of team, sales compensation planning, development and implementation
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Regional Vice President
PMI Mortgage Insurance Co
12.1991 - 09.2006
- Duties include identifying, recruiting, qualifying, onboarding and management of all branch and division personnel, Responsible for sales management of 11 western states including sales, budget, goal and territory planning
- Supervision of 12 direct reports
- Rebuilt entire western region after company abandoned "sand state" markets in
Builder Account Manager
GMAC Mortgage Corp
09.1988 - 11.1991
- Established and managed loan production and corporate relations with top home builders in San Diego
Education
Bachelor of Science - Business Administration, Corporate Finance
San Diego State University
San Diego05.1989
Accelerating Sales Force-Executive Management - Sales Management
Kellogg Business School
Chicago, IL05.2013
Skills
- Proficient in all areas of Microsoft Office Suite including Excel, PowerPoint, Word, Outlook, OneNote
- LOS including Encompass and Byte Pro
- Familiarity with multiple contact management software including Salesforcecom (3 Company installations,) Sugar, Campaign Manager
- Operating systems including Microsoft, MAC OS
- Virtual Engagement Platforms including Zoom and GoToMeeting, MS Teams
Affiliations
- Kellogg Business School Executive Management Performance 2013
- Mortgage Bankers Association of America October 2006
- Mortgage Bankers Association of America School of Mortgage Banking, Graduated July 1994 (Courses I, II, and III)
- Professional Sales Skills
- Professional Sales Negotiations
- Professional Sales Coaching
Certification
- CA Department of Insurance - License 0A98343 Exp. 5-31-24
- CA Department of Real Estate - License 01071518 Exp. April 2024
Timeline
Senior Vice President Sales & Marketing
Pacific Residential Mortgage, LLC (PacRes)
04.2022 - Current
Regional Vice President
Essent Guaranty, Inc
05.2019 - 04.2022
Division President
AmCap Home Loans, LLC
11.2018 - 05.2019
Regional Vice President
Finance of America Mortgage LLC
03.2015 - 11.2018
Regional Vice President
United Guaranty Corp
12.2010 - 03.2015
Vice President - Division Sales Manager
Radian Guaranty, Inc
02.2008 - 12.2010
Regional Vice President
Chevy Chase Bank
09.2006 - 02.2008
Regional Vice President
PMI Mortgage Insurance Co
12.1991 - 09.2006
Builder Account Manager
GMAC Mortgage Corp
09.1988 - 11.1991
Bachelor of Science - Business Administration, Corporate Finance
San Diego State University
Accelerating Sales Force-Executive Management - Sales Management
Kellogg Business School
- CA Department of Insurance - License 0A98343 Exp. 5-31-24
- CA Department of Real Estate - License 01071518 Exp. April 2024
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