Rose Marie David - Revisited

2025-09-12

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...

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

Richard Rohr: The Center for Action and Contemplation

Connect with Rose Marie David:

Website: https://www.cmgfi.com/mysite/rose-marie-david/blog

LinkedIn: https://www.linkedin.com/in/rose-marie-david-66b21018/

Email: rdavid@cmghomeloans.com

Connect with Steve and Jason:

LinkedIn: Jason or Steve

Website: Rewire, Inc.: Transformed Thinking

Email: grow@rewireinc.com