David Bergland Email & Phone Number

Kalamazoo, Michigan, Us

Fishers, In, Us

Held two strategic executive directorships developing and ensuring systemic operational disciplines. These core competency improvements were within the headquarter company and 6 acquired companies that were merged into the organization. These changes resulted in significant organic and acquisition growth ultimately leading to a planned sale of the organization.• Managed Catastrophe Operations during storm activities meeting 24 hour ramp-up objectives for operations, clients, call centers, and IT/Client Data Exchange. Consistently exceeded expectations in meeting client and catastrophe time frame requirements in ramping up solutions for personnel, systems, call centers, IT data requirements and operations.• Evolved a TPA business line strategy from concept to completed systemic process. This included work plan design, all levels of position recruitment, operational design and organization, SLA management, IT technical design for client reporting and company BI reporting and operations. • Established IT development and rollout of web-based, interactive personnel application. This included system searches, filters and stack ranks team members to meet the required needs of the client, event, state licenses and insurance certifications. Project managed business cases and implemented of key IT initiatives.

Kalamazoo, Mi, Us

Promoted to Corporate Vice President and Director of Operations to provide strategic, financial and operational leadership. Responsibilities included developing next-generation technology, best practices, project design and integration. • Developed corporate strategic plan, forecasting and budgets allowing President and line of business managers vision and forecasting tools• Streamlined and governed technology, finance and operations teams throughout the U.S. gaining speed to service, elimination of redundancy, strategic prioritization and bottom line results• Launched online application system reducing the process time by 1000% and administration costs by 50%• Coordinated and managed workforce planning and client acquisition projects resulting in best practice deliverables, reduced costs and increased margins. Created best practice and eliminated line of business redundancy

Kalamazoo, Mi, Us

Joined executive team to redesign business line, develop scalability, expand business and improve bottom line. This responsibility included remote management, team restructuring, business strategy and turnaround, financial planning, workforce planning and business development.• Established line of business vision, forecasts, and strategic plan• Re-aligned staff and services in 5 offices streamlining offering, improving customer service and staging for scalability. Achieved an annual placement of over 72,000 skilled teachers with a 99.42% success rate• Made purchase recommendations and launched an automated database resulting in an industry leading service model, reduced FTE requirements and improved 24/7 client service. The ROI impact was 686% in 16 months• Increased line of business sales by 92% in 2 years• Increased net profit by 2342% in 2 years

Us

Promoted to manage nine regional teams with the responsibility for selling treasury management solutions, building revenue and developing prime client relationships. This responsibility encompassed establishing a national team culture with geographic autonomy, sales training, sales strategy, sales motivation, sales tracking and sales celebration.• Expanded revenue 5% - 22% annually with an increase in net profit 8% - 16% annually• Established a national team culture by redefining and transitioning sales teams geographically and functionally allowing for great customer service, focus and sales success • Established a team-wide performance management system based on corporate culture, vision and values leading to a pay for performance program with a focus building on prime relationships• Developed and executed sales tracking system creating the ability to manage sales within teams, products and operations.• Organized and executed disciplined training programs and best practices exchanges.

Us

Promoted to manage the Michigan/Illinois teams responsible for selling treasury management solutions, building revenue and developing prime client relationships. Responsibility required transforming a bank culture, rebuilding a state team, managing teams remotely, sales training, sales motivation, sales tracking and sales celebration. • Successfully transformed the treasury management team into the National City culture, products and systems.• Successful transitioned clients into National City products and services with less than 9% attrition • Organized and lead a centralized leadership team across National City to synchronize line of business disciplines, sales modeling, and product priorities• Expanded revenue 8% - 17% annually with an increase in net profit 11% - 23% annually

Promoted to create and manage First of America’s first treasury management product management team and centralized treasury management client service center. This responsibility encompassed hiring remotely managed product team, developing and rolling out solutions, creating a centralized client service center, and ensuring active engagement with regional sales force.• Created, hired and managed a remotely managed product team that included sales, operational, client centric• Created an industry leading commercial call center with quality monitoring, sales stimulating and relationship building results. Call center later adopted by National City Bank and PNC.• Initiated a pricing and profitability structure with sales and product modeling that drove product development, pricing, costing, and sales decisions• Designed and lead treasury management and commercial lending training events• Successfully launched two product rollouts and 6 products advancements• Improved annual bottom line results of $600M+ by converting product components to industry standardization for sales, service and pricing

Developed and managed treasury management team providing sales, service and operations. Senior manager on deposit and credit committee. Supervised business development and marketing events bank.

Managed commercial lending portfolio. Responsibilities encompassed business development, portfolio management, and risk management. Managed business development and marketing for commercial loan division