Summary
Overview
Work History
Education
Skills
Timeline
Interests
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Jim Bergevin

Jim Bergevin

Lake Oswego,OR

Summary

Sales Management Executive Sales Strategy | Region Oversight | Leadership | Business Development | P&L | Consultative Selling Strategy A growth-minded executive with 20+ years of demonstrated experience generating company-led revenues through innovative strategies, hands-on management skills, and a consistent focus on process improvement and year-over-year growth. Effective leader, skilled in developing highly productive teams while facilitating a clear strategic vision to achieve ambitious company goals. Responsible for driving gains in revenue, market share, profit performance, and business growth by capturing untapped opportunities, expanding territories, and initiating region-wide sales strategies. Poised for next-level career success in an executive management role to drive the organization’s profits and success by leveraging extensive sales management experience.

Overview

34
34
years of professional experience

Work History

Sr Mortgage Advisor

Guild Mortgage
01.2019 - Current
  • Represented specialized residential NonQm lending solutions to Guild Mortgage retail loan advisors located in branches in Oregon and Washington
  • Developed sales strategy to present to existing loan originators to increase existing production
  • Developed strong relationships with multiple investor partners
  • Consistently provided sales teams with creative solutions to close more transactions
  • Implemented efficient process flow with the operations team

Regional Manager

Commerce Home Mortgage LoanStar
01.2017 - 01.2019
  • Teamed with EVP/Partner/Owner to establish a direct-to-consumer program for regional lender
  • Worked closely with an outside consultant to develop and implement a sales and operational playbook for the newly formed NonQm department
  • Leveraged strong strategic and leadership insight spearheading the operations across eight Western states while identifying customer needs and launching a new marketplace strategy for sales and marketing
  • Drove profitability and service delivery by planning, scheduling, and coordinating new enterprise-level sales techniques
  • Exceeded targets and achieved consistent sales results by formulating sales forecasting reports, holding sales team meetings, and driving process improvements
  • Grew business opportunities and revenue through a deep understanding of business networking and sales industry, products, competitors, history, emerging trends, and changing the marketplace.

Principal

Capital Funding Alliance
01.2014 - 01.2017
  • Led efforts to develop and launch sales strategy with Credit Union Business Group
  • Created alternative financing for credit union members seeking solutions for small equipment
  • Established relationships with executive teams overseeing small business loans for its members

Regional Sales Manager

New Penn Financial, LLC
01.2011 - 01.2014
  • Built and guided a highly skilled team of regional and local sales managers, providing mentorship and development opportunities to attain staff retention and growth
  • Grew business opportunities and revenue through a unique marketing strategy in a call center environment

VP Portfolio Retention Production

Wealthbridge Mortgage
01.2008 - 01.2010
  • Led results-driven strategic planning and dedication to exceed goals, reflecting on deal-closing requirements and territory accounts
  • Spearheaded the overall sales operations for our servicing portfolio with a focus on new business generation and consultative selling
  • Consistently communicated with hedge fund managers to execute the most profitable solutions for hedge fund manager’s large institutional portfolios
  • Documented trends for sales history analysis, presented reports, conducted presentations and planning ideas.
  • Surpassed quotas through accurate forecasting, adhering to the company’s sales process and sales solutions, and successfully closing executive business deals.

Regional Sales Manager

Lownhome Financial
01.2006 - 01.2008
  • Responsible for developing and implementing all facets of the sales process for a start-up mortgage company
  • Motivate and train existing sales force for Oregon and Washington

Vice President/Market Manager

01.1994 - 01.2006

Regional Manager

Trillium Mortgage Corporation
01.1991 - 01.1994
  • Co-partner in developing and supervising retail start-up
  • 1 of 8 executives overseeing a merger with Resource Bancshares Mortgage Group

Regional Sales Manager

Northwest
  • Chairmans Club
  • Consistently exceeded budget numbers
  • Managed the lowest cost to produce and highest pull-through territory in the Country

Education

Bachelor of Arts - Business

University of the Pacific
Stockton, CA

Skills

  • Strategic Planning & Direction
  • Sales Operations Management
  • Management Team Leadership
  • Territory Development
  • Staff Training & Development
  • Process Improvement
  • Direct Sales – B2B
  • Customer Satisfaction & Retention
  • Sales Forecasting/Analysis
  • Team Member Retention
  • Key Account Management
  • New Market Entry/Penetration

Timeline

Sr Mortgage Advisor

Guild Mortgage
01.2019 - Current

Regional Manager

Commerce Home Mortgage LoanStar
01.2017 - 01.2019

Principal

Capital Funding Alliance
01.2014 - 01.2017

Regional Sales Manager

New Penn Financial, LLC
01.2011 - 01.2014

VP Portfolio Retention Production

Wealthbridge Mortgage
01.2008 - 01.2010

Regional Sales Manager

Lownhome Financial
01.2006 - 01.2008

Vice President/Market Manager

01.1994 - 01.2006

Regional Manager

Trillium Mortgage Corporation
01.1991 - 01.1994

Regional Sales Manager

Northwest

Bachelor of Arts - Business

University of the Pacific

Interests

Travel, snow skiing, water skiing, sporting events, family

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Jim Bergevin