Kyle Bergemann
Polk City
Summary
Seasoned professional with 7+ years in the mortgage lending industry, including roles at major banks and credit unions. Expertise in sales and client engagement, with a strong foundation of business and organizational needs. Project Management experience with JLL, focusing on a strong partner relationship in commercial real estate. Experienced candidate with a track record of successful client and vendor interactions. Ability to navigate difficult market conditions and a changing environment.
Overview
5
5
years of professional experience
Work History
Systems Design Specialist
Midwest Foundation Repair
05.2024 - 11.2024
- I work as an Outside Sales Rep/System Design Specialist.
- Secured weekly leads and appointments from Thrasher Foundation Repair for Iowa region. Confirmed appointments with customers to ensure attendance and preparedness. Conducted visits to customers to assess their needs and provide solutions.
- Conduct initial consultation, interview, and formulate scope of work along with areas of concern for a homeowner or business.
- Captured project images, created detailed drawings, and measured project areas for accurate proposals.
- Facilitate project walkthrough alongside customer, validating scope of work and projected solutions for existing issues.
- Conduct a comprehensive inspection addressing various water issues and solutions such as: buried downspouts, gutters, concrete poly foam leveling, wall support braces, basement water systems, and sump pumps.
Project Manager
Jones Lang LaSalle
05.2023 - 03.2024
- I work at the Principal Financial Group corporate location in Des Moines as a JLL contracted Project Manager.
- Assisted Senior Project Manager in overseeing large-scale blue-print office build-outs. Gained expertise in project management processes and budget management techniques. Collaborated with vendor partners to ensure timely execution of project deliverables. Led team meetings to facilitate communication and track project progress. Attended all relevant meetings and participated in site visits to gather insights. Monitored and reported on project activities to maintain stakeholder awareness.
- Planned, designed, and scheduled phases for large projects.
- Closed a couple Principal office locations as head project manager. Accountable for partners' adherence to scope, budget, and schedule. Coordinated with local office leaders to ensure smooth project closures.
- Leveraged strong communication skills to collaborate effectively with team members and vendors. Utilized time management to prioritize tasks and enhance productivity. Applied critical thinking and decision-making skills to navigate challenges as a Project Manager.
Mortgage Lender
Lincoln Savings Bank
09.2022 - 04.2023
- Leveraged personal relationships with previous clients and vendors to establish independent business.
- Developed partnerships and introduced product solutions for title companies, realtors, and home builders.
- Developed comprehensive knowledge of LSB mortgage products and guidelines for impactful presentations during business meetings.
- Coordinate with internal partners to strengthen company-wide initiatives.
- Operated on commission basis, establishing personal sales goals in challenging market conditions.
Mortgage Lender
Community Choice Credit Union
04.2021 - 05.2022
- Conducted meetings with prospective clients at the Ankeny branch to discuss mortgage product options and lending guidelines.
- Demonstrated expertise in mortgage products and underwriting guidelines for our credit union.
- Developed strong relationships with internal mortgage partners located in different offices. Conducted regular travel to maintain and enhance partnerships.
- Strengthened customer relationships through effective communication and personalized service throughout the lending process.
- Collaborated with real estate agents, attorneys, title companies, and appraisers to ensure smooth transactions for all parties involved.
- Built a positive rapport with clients by providing transparent information about the status of their loan at every stage of the process.
Financial Center Lending Officer
Bank Of America
09.2019 - 04.2021
- Acquired knowledge on consumer lending through extensive training aimed at mitigating risk and adhering to fair lending practices.
- Streamlined the client communication process for mortgage application preparation.
- Processed and assisted with PPP loan applications while serving as mortgage loan officer.
- Reviewed tax returns to enhance customer service and support organizational goals.
- Adapted to daily challenges in a dynamic lending and banking environment.
- Identified methods to enhance time efficiency while managing mortgage pipeline alongside critical organizational business priorities.
- Collaborate with and mentor local financial center tellers, personal bankers, and leaders on enhancing quality mortgage leads.
- Streamlined the loan application process for smoother customer experiences and quicker turnaround times.
Education
Associates of Arts Degree - Business
Iowa Central Community College
Fort Dodge, IowaSkills
- Time Management
- Leadership
- Interpersonal Communication
- Client and Vendor Management
- Team Management
- Critical Decision-Making
- Prospecting
- Sales
- Budgeting and Reporting
- Research and Policy
- Active Listening
- Teamwork
- Managing Risk
- Adaptability
- Pipeline Management
- Technology Expertise
Timeline
Systems Design Specialist
Midwest Foundation Repair
05.2024 - 11.2024
Project Manager
Jones Lang LaSalle
05.2023 - 03.2024
Mortgage Lender
Lincoln Savings Bank
09.2022 - 04.2023
Mortgage Lender
Community Choice Credit Union
04.2021 - 05.2022
Financial Center Lending Officer
Bank Of America
09.2019 - 04.2021
Associates of Arts Degree - Business
Iowa Central Community College
Similar Profiles
Kevin FrenchKevin French
Sales / Certified Field Inspector at Groundworks - Dba Foundation Recovery SystemsSales / Certified Field Inspector at Groundworks - Dba Foundation Recovery Systems
Cameron RoordaCameron Roorda
Spray Foam Technician at Midwest Structural RepairSpray Foam Technician at Midwest Structural Repair
Tyler ToddTyler Todd
Leak Repair Tech at Midwest Pipe RepairLeak Repair Tech at Midwest Pipe Repair