Rosary Falero Application PackageID MIAMI BEACH
NAME: Falero Rosary
Last Name First Name
HOME ADDRESS: 4550 Pine Tree Drive Miami Beach
Apt No. Home No./Street City
PHONE: 786.414.6455 305.443.2922
Home Work
CITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
P
Middle Initial
FI 33140
State Zip Code
rfalero@marquisbank.com
Email Address
Business Name: Marquis Bank Position: banker
Address: 355 Alhambra Circle, Ste. 1200 Coral Gables FI
Street City State
33134
Zip Code
Pursuant to City Code section 2-22(4) a and b: Members of agencies, boards, and committees shall be affiliated with the city; this
requirement shall be fulfilled in the following ways: a) an individual shall have been a resident of the city for a minimum of six
months; or b) an individual shall demonstrate ownership/interest for a minimum of six months in a business established in the city.
• Resident of Miami Beach for a minimum of six (6) months Yes
• Demonstrate an ownership/interest in a business in Miami Beach for a minimum of six (6) months: No
• Are you a registered voter in Miami Beach: Yes
• (Please circle one): I am now a resident of: Middle Beach
• I am applying for an appointment because I have special abilities, knowledge and experience. Please list below:
I am a 20 year resident of the beach and will like to help with issues regarding our community of Hispanics in the city. I am ban
• Are you presently a registered lobbyist with the City of Miami Beach? No
Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note that only three (3)
choices will be observed by the Citv Clerk's Office. (Regular Boards of City)
Choice 1: Hispanic Affairs Committee
Choice 2:
Choice 3:
* Board members are required to file Form 1 — "Statement of Financial Interest" with the State.
If you seek appointment to a professional seat (e.g., lawyer, architect, etc.) on the Board of Adjustment, Design Review
Board, Historic Preservation Board or Planning Board, attach a copy of your currently -effectively license, and furnish the
following information:
Type of Professional License
License Issuance Date
License Number
License Expiration Date
Note: If applying for Youth Advisory Board, please indicate your affiliation with the Scott Rakow Youth Center:
1. Past service on the Youth Center Advisory Board: No Years of Service:
2. Present participation in Youth Center activities by your children No if yes, please list the names of your children, their
ages, and which programs. List below:
. Have you ever been convicted of a felony: No If yes, please explain in detail:
. Do you currently have a violation(s) of City of Miami Beach codes: No If yes, please explain in detail:
• Do you currently owe the City of Miami Beach any money: No If yes, please explain in detail:
• Are you currently serving on any City Boards or Committees: No If yes, which board?
• What organizations in the City of Miami Beach do you currently hold membership in?
Name Title
Chamber of Commerce
• I am now employed by the city of Miami Beach: No Which department?
• List all properties owned or have an interest in, which are located within the City of Miami Beach:
Property
4550 Pine Tree Drive
Gender: Female
The following information is voluntary and is neither part of your application nor has any bearing on your consideration for appointment. It is
being asked to comply with federal equal opportunity reporting requirements.
Race/Ethnic Categories
What is your race? Mark one or more races to indicate what you consider yourself to be. White
Other Description:
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino. No
Physically Challenged: No
NOTE: If appointed, you will be required to follow certain laws which apply to city board/committee members.
These laws include, but are not limited to, the following:
o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459).
o Prohibition from contracting with the city (Miami -Dade County Code section 2-11.1).
o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office (Miami
Beach Code section 2-26).
o Requirement to disclose certain financial interests and gifts (Miami -Dade County Code section 2-11.1).
(re: CMB Community Development Advisory Committee): prohibition, during tenure and for one year after leaving office,
from having any interest in or receiving any benefit from Community Development Block Grant funds for either yourself,
or those with whom you have business or immediate family ties (CFR 570.611).
Upon request, copies of these laws may be obtained from the City Clerk.
I hereby attest to the accuracy and truthfulness of the application and have received, read and will abide by Chapter 2, Article
VII - of the City Code "Standards of Conduct for City Officers, Employees and Agency Members."
I Rosary Falero agreed to the following terms on 2/27/2018 2:28:08 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk Control No. Date
Rosary Plana Falero
4550 Pine Tree Drive • Miami Beach, FI. 33140 • rosarvfalero@vahoo.com • 786.414.6455
http://www.Iinkedin.com/in/rosarvr)lanafalero
CORE COMPETENCIES: Motivated, energetic, impactful, and thoughtful leader with extensive
experience in enhancing processes, increasing production, and creating efficiencies. Focus on
adding value and making strong contributions within organizations which facilitate the attainment of its
strategic goals and objectives. Seasoned professional with a history of strong community
involvement which enhance an organization's branding and overall business development efforts.
PROFESSIONAL EXPERIENCE:
COCONUT GROVE BANK — Miami, FI. • Executive Vice President, Private and Retail Banking
Director
August 2014 -November 2015
Responsible for leading the bank's Private and Retail Banking Divisions with a strong focus on
leadership, organic growth, opportunity optimization and increased bank visibility.
Supported and spearheaded the bank's efforts to build a culture of excellence in service, high
performance and accountability resulting in an increased low cost deposit base and strong
loan production.
Expanded the bank product offerings. Negotiated and implemented a strategic residential
lending partnership with local mortgage lender to support the bank's residential mortgage
needs. Restructured the bank's Electronic Services Division to include enhanced product
offerings such as mobile banking, merchant services and credit cards, and revised pricing
structure in order to enhance profitability.
- Successfully implemented various process enhancements as to instill a stronger organic
growth culture within the organization via additional training, coaching and mentoring,
proactive efforts and one on one sessions.
- Worked with BSA and Compliance divisions to improve and streamline processes and
documentation.
- Directly responsible for annual budget preparation, incentive plan review and implementation,
development of annual strategic plan and ongoing cost reduction initiatives.
- Provided bank -wide marketing support and initiated efforts regarding new community
affiliations in order to improve the Bank's visibility in the market place.
BANKUNITED — Miami, FI. • Executive Vice President, Director of Private Client Services
March 2012 — August 2014
- Manage and coach a team of Private Client Bankers throughout the State of Florida for a
rapidly growing Florida based bank, the second largest headquartered in the state.
- Responsible for growing the bank's deposit base via focus on personal, commercial, and
institutional deposits in order to internally fund the bank's rapid loan growth. Directly
responsible for a $2 billion deposit portfolio.
Provide progressive leadership that led to the enhancement of all Private Client Service
product offerings, particularly the re -introduction of lending products such as yacht lending and
investment real estate.
Notably reduced the division's cost of funds over a two year span which resulted in enhanced
net interest margins.
Successfully identified and effected changes in the division's cost structure and fee income
generation capabilities which resulted in lower overhead and increased non-interest income,
respectively.
Oversaw various internal projects, including but not limited to, BSA portfolio compliance,
divisional repositioning, and non-residential alien (NRA) portfolio realignment.
CITY NATIONAL BANK OF FLORIDA — Miami, FI. • Managing Senior Vice President, Private Client
Group Director
October 2005 -March 2012
- Responsible for managing a team of credit driven Private Banking Professionals located in
Miami -Dade, Broward, Palm Beach and Orange Counties.
- In charge of a division that provided a full range of private banking services to core wealthy
individuals, entrepreneurs, professional firms and non-profit organizations
- Oversaw credit approval process from origination through structuring and negotiations and
ultimate closing for new and existing customers.
- Direct oversight and responsibility for the quality and growth of a $325 million loan portfolio and
$72 million deposit portfolio as well as the generation of additional business via ancillary
products such as Treasury Services.
- Created and took to market new lending products such as residential construction, yacht
lending, and insurance premium financing.
- Additional duties included participation in annual budgeting for division, assurance of
regulatory compliance, adherence to bank policies and procedures, and ongoing training of
staff.
- Participant in bank Leadership Team responsible for strategy, growth and repositioning of the
organization in new and existing markets.
- Instrumental in various bank -wide projects relating to technology solutions and improved
efficiencies within the organization.
- Florida Banker's Trust School Graduate.
August 1997 to October 2005 • Vice President, Corporate Lending
- Originated and managed a portfolio of Middle Market companies consisting of over 50 relations
and $100 million in loans.
- Duties included business development, credit structuring and underwriting, loan closings,
document negotiation, and relationship/portfolio management.
REPUBLIC NATIONAL BANK OF MIAMI - Miami, FI. • Corporate Lending Officer
September 1995 to October 1997
- Managed portfolio aggregating to $26 million in loans as well as direct responsibility for
depository relations.
Performed financial analysis, engaged in loan structuring, and closed and documented credit
transactions.
October 1991 to September 1995 • Senior Credit Analyst, Assistant Department Manager
- Analyzed both foreign and domestic borrowers to assess credit and financial worthiness,
developed country risk analyses and industry studies, performed statistical analyses, assisted
in department supervision and trained participants of bank's Management Training Program.
- Participated in bank's Certified Supervisor Program.
EDUCATION:
FLORIDA INTERNATIONAL UNIVERSITY, Miami, Florida
Masters in Business Administration — 1994
- Bachelors in Business Administration, Major in Finance and International Business — 1991
AFFILIATIONS:
United Way, Executive Women's Leadership Council — 2011 to Present • Chair for 2015-2016
• Engagement Subcommittee Chair 2013-2015 • Reading Pals Program Volunteer 2011-2012
• Leadership donor since 2005
Women of Tomorrow — Mentor 2006 to 2010 • Scholarship Committee — 2012 to Present
Miami Beach Chamber of Commerce, Board of Governors — 2012 to Present
St. Patrick School — Academic Excellence Committee Member — 2011 to Present
Coral Gables Chamber of Commerce, Trustee Member — 2006 to Present
Greater Miami Chamber of Commerce Member — 2000 to Present • Finance and Banking
Committee
Network for Teaching Entrepreneurship — Judge 2011 to Present
Hands of Miami Volunteer — 2007 to 2008
Goodwill Ambassadors, Board of Directors — 2006 to 2009
LANGUAGES: Fluent in English and Spanish. Conversational French.
REFERENCES: Available upon request