Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Rosaria Barone

West Palm Beach,FL

Summary

Results-oriented professional with 8 years experience in sales, mortgage lending, home equity investments, financial services, personal lines insurance, account management and real estate. Self-motivated and entrepreneurial individual with strong desire to succeed and overachieve in quota oriented roles. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

8
8
years of professional experience

Work History

Consultant

Homebase Property Solutions
06.2023 - Current
  • Spearheaded recruitment, training, and management of multi-disciplinary team comprising customer service representatives, cleaners, property managers, and contractors for short term rentals.
  • Executed streamlined property turnover processes and devised strategic pricing models, utilizing market analysis to maximize property occupancy, revenue and guests satisfaction.

Investment Manager

Hometap Equity Investments
12.2022 - 06.2023
  • Engineered and executed impactful pipeline growth strategy, shepherding prospects through the entire home equity investment sales cycle to achieve exceptional conversion rates.
  • Leveraged Salesforce.com to orchestrate client outreach, streamline engagement, optimize time management, and prioritize appointments for maximum efficiency.
  • Cultivated and sustained 100% client satisfaction rating and drove exceptional sales performance by consistently surpassing monthly quotas every month.

Mortgage Loan Officer & Recruiter

Homer Lending
04.2020 - 12.2022
  • Simultaneously pursued NMLS license while serving as recruiter, successfully placing more than 50 candidates in loan officer positions in a startup environment.
  • Assess creditworthiness for conventional and FHA loans by meticulously processing loan applications and associated documentation within defined parameters.
  • Gather pertinent data and scrutinize applicants' financial standing, encompassing credit history, debt-to-income ratios, and appraisal reports, to formulate recommendations for loan approval.

Insurance Advisor

Matic Insurance Services
01.2018 - 03.2020
  • Managed inbound calls from customers navigating the mortgage process, offering superior personal lines insurance solutions such as home, auto, umbrella flood, renters and boat insurance.
  • Achieved recognition with two of four annual company awards, notably securing Highest Cross Sell distinction within the organization and had the most monthly sales in the organization for 5 months in a row.
  • Delivered substantial savings and improved coverage for clients by leveraging our network of 20 partnered companies to secure more affordable and comprehensive insurance options.

Senior Financial Services Representative

Nationwide Financial Services
06.2016 - 01.2018
  • Analyzed, investigated and interpreted records to assist clients in making well-informed decisions regarding their 401(k) and 457(b) retirement plans in a high call volume call center enviornment.
  • Executed financial transactions in strict adherence to plan guidelines assisting with withdrawals and contributions, along with promptly addressing incoming inquiries from customers, brokers, agents, and government agencies.
  • Successfully obtained Series 6 license allowing the execution of exchanges exceeding $100,000 within clients' retirement accounts.

Education

Bachelor of Business Administration -

The Ohio State University, Fisher College of Business
Columbus, OH
2016

Skills

  • Salesforce
  • RingCentral
  • Dialpad
  • Follow Up Boss
  • Slack
  • PL Rating
  • Epic
  • MS Excel
  • Quickbooks
  • Hubspot
  • Encompass
  • KvCORE
  • Fello
  • Workspace
  • Quickbooks
  • G Suite
  • Microsoft Office
  • Sales Navigator
  • CSR24

Additional Information

  • Real Estate MLS #2020004326 (OH) & SAL #SL3543539 (FL) - Active
  • Mortgage Lending NMLS #2174477 - Inactive
  • Personal Lines Insurance - Inactive
  • Series 6 - Inactive

Timeline

Consultant

Homebase Property Solutions
06.2023 - Current

Investment Manager

Hometap Equity Investments
12.2022 - 06.2023

Mortgage Loan Officer & Recruiter

Homer Lending
04.2020 - 12.2022

Insurance Advisor

Matic Insurance Services
01.2018 - 03.2020

Senior Financial Services Representative

Nationwide Financial Services
06.2016 - 01.2018

Bachelor of Business Administration -

The Ohio State University, Fisher College of Business

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Rosaria Barone