David Bergren

Development and Performance Coach - 8/25 - Current

• Trained and mentored junior team members, leveraging previous experiences to deliver optimal project approach.
• Coordinated regular check-ins with each team member to monitor their progress.

Performing Loan Consultant III - 5/24 - 8/25.

• Established rapport with customers through empathetic communication and resolution strategies.
• Consistently exceeded monthly targets by leveraging strong negotiation and account management skills.
• Managed high call volumes effectively, ensuring responsiveness to a busy team environment.

• Developed personalized financial plans tailored to client objectives.
• Collaborated with clients to identify and clarify financial goals.
• Mitigated financial risks by implementing robust risk management strategies.

• 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.

• 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.

• 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.