Summary
Overview
Work History
Education
Accomplishments
Certification
Timeline
Generic

William Rosasco

Pensacola,FL

Summary

Enthusiastic finance professional skilled in a wide variety of business needs and eager to develop deeper understanding of business operations. Trained in basic accounting and financial statement review. Offers great clerical abilities, excellent time management, and strengths in multitasking in fast-paced environments.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Real Estate Development Analyst

Circle K
Pensacola, FL
09.2022 - Current
  • Collaborate with the Real Estate and Operations Teams to execute the Real Estate Market Plan
  • Prepare the Management Approval Package (MAP) which includes site plans, deal economics, and financial models
  • Research potential site acquisition opportunities
  • Shadow Real Estate Development Managers to learn site selection, contract negotiation, and the development process

MORTGAGE CLOSER

Renasant Bank
Pensacola, FL
11.2020 - 09.2022
  • Approved underwriting conditions by reviewing accuracy and integrity of loan agreements
  • Verified closing financial disclosure amounts with settlement and escrow agents
  • Maintained caseload of 50+ loans
  • Obtained overdue payments, reaching out to delinquent account holders to set up repayment plans.

MORTGAGE PROCESSOR

Navy Federal Credit Union
Pensacola, FL
02.2019 - 11.2020
  • Supported operational teams with account maintenance
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Monitored issues and notified borrowers to provide resolution and maintain satisfaction

Education

Bachelor of Science - Finance

University of West Florida
Pensacola, FL
12.2018

Accomplishments

  • Dean's List from Fall 2016 to Spring 2018
  • Member of Executive Mentorship Program and Argo Investment Fund

Certification

  • Real Estate Financial Modeling Certification - Udemy.com

Timeline

Real Estate Development Analyst

Circle K
09.2022 - Current

MORTGAGE CLOSER

Renasant Bank
11.2020 - 09.2022

MORTGAGE PROCESSOR

Navy Federal Credit Union
02.2019 - 11.2020

Bachelor of Science - Finance

University of West Florida

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William Rosasco