David Gerling

Background

About David Gerling

I have spent over thirty years in the financial services industry three-quarters of that time directly involved in the mortgage world. My roles have included both Mortgage Broker, Director, and Managing Director. In this very difficult time, where at times it is hard to know who or what to trust. Those businesses that focus on building and maintaining trust in their interactions with employees and clients will be those that are looked to first. Our vision for Prairie West Mortgage Group, which is a mortgage solutions team powered by indi Mortgage, is to be a respected, trusted mortgage solutions and advice company that helps Albertans achieve their dreams of home ownership. To always put the client at the center of everything we do and make their mortgage journey a positive and remarkable experience. LEADERSHIP Transformational leader with significant experience in customer-facing financial industry roles and building teams towards industry leading achievements. Executing on a channel remodel where we increased our business by 3.5 times its original size in just 2 years STRATEGIC PLANNING In a market where the products and services are somewhat commoditized, developed innovative strategic business plans for multiple channels, enabling consistent over achievement of results. BUDGET/P&L Implemented an effective budgetary process allowing all stakeholders to participate, ensuring an accurate multi-channel budget. GROWTH Focused business development leader who effectively guided multi-sales acquisition channels contributing to average annual growth results of $1.43 Billion exceeding plans for 12 of 13 years. PROCESS IMPROVEMENT Recognized the need for our mobile team to instantly access key product information and created a dedicated internal website resulting in improved and timely advice. STAKEHOLDER MANAGEMENT Developed the very first channel specific client experience survey, resulting in an Annual NPS score of 60+ by putting the client at the center of everything we do. TALENT DEVELOPMENT Recognizing the importance of providing current, first-rate consumer advice, created Professional Development Programs designed to sharpen sales teams advisory and business development skills.