Who
is Rose?

I help customers succeed in complex, regulated environments while driving growth, adoption, and long term trust.

With over 15 years in financial services, mortgage lending, and relationship-based sales, I’ve built my career at the intersection of customer advocacy, revenue, and compliance. I specialize in guiding customers through high impact decisions, simplifying complex processes, and ensuring strong outcomes well beyond onboarding.

Most recently at Hope Federal Credit Union and Regions, I originated over $10M annually in lending across portfolio, conventional, FHA, VA, and USDA products while expanding financial access in underserved communities. I partnered with community organizations, delivered financial education to 100+ individuals, and helped increase lending volume by 23% in targeted areas. I also streamlined internal workflows using digital tools and automation, cutting time to close by two days while maintaining a 100% compliance record.

Previously at Regions Bank, I exceeded Community Reinvestment Act lending goals by 7% and doubled referral volume by building trusted partnerships with agents, builders, and community organizations. Earlier roles at Orion Federal Credit Union and Chase Bank sharpened my ability to manage high-value portfolios, coach teams, and consistently deliver results through disciplined follow through, not transactional selling.

What differentiates me is my ability to balance customer experience, revenue performance, and regulatory rigor. I’m comfortable working cross-functionally with sales, operations, compliance, and product teams and translating complex requirements into clear, actionable steps for clients.

Community impact is a core part of my professional identity. I serve as a Board Member for Convergence Memphis and have volunteered with My Cup of Tea, Dress for Success, and Junior Achievement to support financial literacy, career readiness, and economic access.

I also bring the perspective of a business owner, which sharpens how I think about customer value, revenue, and retention. Running my own business has strengthened my ability to prioritize outcomes, manage risk, and build relationships that support sustainable growth

Outside of work, I hold an orange belt in Krav Maga which I view as a reflection of how I operate professionally: disciplined, resilient, and calm under pressure.

I’m currently pursuing Customer Success Manager and Account Executive roles within FinTech, financial services, or technology driven organizations where I can drive adoption, retention, and revenue while keeping the customer at the center.

Feel free to reach out any time.

720-364-1208

eomalleyrose@gmail.com