Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

David Bergren

Phoenix

Summary

Experienced Loan Consultant and Financial Advisor with a proven track record of transforming client interactions and enhancing operational effectiveness. Skilled in expanding portfolios through tailored financial strategies, recognized for meticulous contract evaluations and personalized product recommendations that foster strong client satisfaction and loyalty.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Performing Loan Consultant II

NewRez
05.2024 - Current
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.
  • Maintained high volume of calls and met demands of busy and productive group.

Financial Advisor

Primerica
04.2023 - Current
  • Creating personalized financial plans
  • Driving portfolio growth
  • Collaborating with clients to understand their goals
  • Mitigating financial risks

Production Technician

Sublime Brands
12.2023 - 04.2024
  • Assisted in quality control measures by performing routine inspections of products against established standards.
  • Performed regular calibration checks on instruments ensuring precision measurements throughout the production process.

Renewal Agent

HomeGuard HomeWarranty
08.2022 - 10.2023
  • Boosted client retention by delivering exceptional contract consultations and product matches.
  • Ensured client satisfaction through meticulous contract reviews and tailored product recommendations.
  • Revolutionized client engagement by introducing efficient calendar management for appointments.

Budtender

Curaleaf
04.2020 - 11.2022
  • Educated customers about cannabis benefits, including both THC and CBD products.
  • Minimized risk of theft, loss, or damage with proper security for dispensary products.
  • Shared information regarding cannabis research findings involving treatment for pain and anxiety.
  • Maintained full compliance with applicable regulations and completed required documentation for special purchases.

Service/Maintenance Valet

Valet Living
09.2019 - 04.2020
  • Ensured safety and efficiency in trash/recycling collection, leading to a cleaner living environment.
  • Conducted thorough inspections of properties, ensuring high standards of cleanliness and presentation.
  • Provided exceptional service in maintenance tasks, contributing to the overall well-being of community residents.

Assistant Manager

QuikTrip
08.2019 - 09.2019
  • Ensured brand standards by meticulously upholding branch cleanliness and service.
  • Aided senior management in daily operations, ensuring team alignment and efficiency.
  • Eagerly adapted to shifting priorities, maintaining high performance in a dynamic environment.

Express Technician/Lot Tech

East Valley Nissan
11.2018 - 07.2019
  • Ensured 100% customer satisfaction by meticulous vehicle inspections and maintenance.
  • Boosted efficiency in quick lube express services through innovative workflow optimizations.
  • Enhanced vehicle safety and performance by applying rigorous problem-solving during inspections.

Service Valet

Valet Living
07.2017 - 02.2019
  • Ensured safety and efficiency in trash/recycling collection, leading to a cleaner living environment.
  • Conducted thorough inspections of properties, ensuring high standards of cleanliness and presentation.
  • Provided exceptional service in maintenance tasks, contributing to the overall well-being of community residents.

Express Technician

Earnhardt Toyota
06.2017 - 03.2018
  • Ensured 100% customer satisfaction by meticulous vehicle inspections and maintenance.
  • Boosted efficiency in quick lube express services through innovative workflow optimizations.
  • Enhanced vehicle safety and performance by applying rigorous problem-solving during inspections.

Education

Assosiates - Business Administration

Central Arizona College
12.2019

Skills

  • Payment arrangement
  • Collections processing
  • Account management
  • Debt negotiation
  • Active listening
  • Critical thinking

Certification

Licensed Insurance Producer, Arizona,

Timeline

Performing Loan Consultant II

NewRez
05.2024 - Current

Production Technician

Sublime Brands
12.2023 - 04.2024

Financial Advisor

Primerica
04.2023 - Current

Renewal Agent

HomeGuard HomeWarranty
08.2022 - 10.2023

Budtender

Curaleaf
04.2020 - 11.2022

Service/Maintenance Valet

Valet Living
09.2019 - 04.2020

Assistant Manager

QuikTrip
08.2019 - 09.2019

Express Technician/Lot Tech

East Valley Nissan
11.2018 - 07.2019

Service Valet

Valet Living
07.2017 - 02.2019

Express Technician

Earnhardt Toyota
06.2017 - 03.2018

Assosiates - Business Administration

Central Arizona College

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