Rose Marie David - Revisited

Rose Marie David is a seasoned mortgage industry leader with nearly 40 years of experience, recognized for building high-performing teams and driving extraordinary growth. She began her career as an underwriter and rose to become a broker/owner, top producer, and executive director, consistently closing over $100 million annually. Transitioning to executive leadership in 2010, she helped HomeStreet Bank achieve 400% organic growth and led Homebridge Financial Services through an acquisition with a 98% retention rate. Today, as Retail Sales Executive for CMG in the West, she has added $2B+ in annual volume and helped secure CMG’s #6 national ranking. A HousingWire Vanguard Award winner, she also serves as Chair of the Washington Mortgage Bankers Association.

In this episode, Steve and Rose Marie discuss:

• The role of gratitude and meditation in shaping leadership and daily focus
• Her personal journey from professional ballet training to mortgage banking
• Leadership lessons from decades of experience and industry change
• How authenticity, abundance, and detachment fuel effective leadership
• Guidance for newcomers: coaching, systems, and genuine care

Key Takeaways: 

• Starting the day with gratitude and meditation isn’t just a habit—it sets the tone for clarity, peace, and better choices throughout the day. Rose Marie shows how small practices can transform leadership presence.
• Her years of ballet training demanded discipline and rigor, and those traits later became the backbone of her resilience and success in finance and leadership.
• Trust and loyalty don’t come from titles; they come from authenticity and leading with an abundant mindset. Rose Marie’s career reflects how this approach inspires long-term followings.
• Success in mortgage banking is both an art and a science. Empathy and care matter just as much as technical knowledge and strong systems, and together they create consistent excellence.
• For those starting in the business, prioritizing learning, emotional intelligence, and genuine care for people is non-negotiable. These qualities separate the good from the great in this industry.

“When we are authentic about what we're doing and really there to serve and make a difference for people without any type of agenda or expectation… I really always felt first and foremost, what was important was to just be true to myself and my team and the people that I'm serving.” - Rose Marie David

Mentioned:

Books: Teach Your Mind to Change Your Brain by Sharon Begley 

Altered Traits by Daniel Goleman

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