Rocio Cheeseman
Smithtown
Summary
Dedicated professional with over 10 years experience in the mortgage industry and client management. Strong skills in problem-solving and attention to detail, contributing to successful compliance efforts and improved operational efficiency.
Overview
8
8
years of professional experience
Work History
Senior Operations Coordinator
Wealthspire Advisors
Plainview
09.2025 - Current
- Assist in maintaining accurate client records and documentation.
- Streamline internal processes to enhance team efficiency.
- Support compliance efforts by ensuring adherence to company policies.
- Prepare reports on key performance indicators such as production output, quality control metrics, cost savings initiatives and resource utilization.
- Respond to information requests from superiors, providing specific documentation.
Senior Loan Processor
CMG Financial
Melville
03.2024 - 09.2026
- Reviewed borrower documentation for accuracy and completeness in compliance with regulations.
- Communicated effectively with clients to clarify loan requirements and address inquiries.
- Collaborated with underwriters to resolve issues and expedite the loan approval process.
- Maintained organized records of loans and documentation for easy retrieval and review.
- Monitored changes in mortgage regulations to ensure compliance in processing procedures.
- Utilized various software programs such as Encompass360 Loan Origination System for data entry purposes.
Home Mortgage Assistant
Wells Fargo
Melville
04.2018 - 02.2024
- Supported the sales team with administrative duties, such as marketing, and collecting/reviewing loan documentation.
- Facilitated the scheduling of meetings for loan consultations and follow-ups.
- Coordinated communication between clients and underwriting teams for timely approvals.
- Provided customer service support throughout the entire mortgage process from application to closing.
- Coordinated closings between buyers, sellers, attorneys, real estate agents and lenders.
- Reviewed borrower's financial documents including tax returns, bank statements, pay stubs and other records to determine eligibility for loans.
- Provided technical assistance when needed during online application processes.
Education
Bachelor of Science - Economics
Saint Francis College
Brooklyn, NY05-2006
Skills
- Client record management
- Compliance auditing
- Loan processing
- Regulatory knowledge
- Effective communication
- Problem solving
- Attention to detail
- Time management
- Adaptability
Languages
Spanish
Professional
Timeline
Senior Operations Coordinator
Wealthspire Advisors
09.2025 - Current
Senior Loan Processor
CMG Financial
03.2024 - 09.2026
Home Mortgage Assistant
Wells Fargo
04.2018 - 02.2024
Bachelor of Science - Economics
Saint Francis College