Ronald C. Wheeler
Waxahachie,TX
Summary
Relationship-driven professional with experience in client onboarding, training, compliance-driven environments, and cross-functional collaboration. Proven ability to manage portfolios, communicate complex information clearly, and drive positive outcomes in regulated and fast-paced settings. Seeking remote or hybrid roles in Customer Success, Sales, or Operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Customer Success / Client Operations
FISD
Ferris, TX
07.2025 - Current
- Led onboarding, training, and ongoing support for 150+ users annually through structured instruction, feedback, and performance tracking.
- Designed and delivered engaging learning programs that improved skill adoption, participation, and measurable outcomes.
- Managed multiple stakeholder groups simultaneously, balancing timelines, expectations, and deliverables.
- Communicated progress, challenges, and solutions clearly to stakeholders to ensure alignment and success.
- Recognized for driving high-performance results, including mentoring a top performing student to state-level competition.
Customer Training & Client Engagement Specialist
GISD
Garland, TX
01.2023 - 06.2025
- Facilitated onboarding and ongoing development for large user groups, ensuring clarity, engagement, and measurable progress.
- Designed structured programs and workflows that supported consistent performance and skill development.
- Provided individualized coaching and feedback to drive improvement and accountability.
- Oversaw daily operations, timelines, and deliverables while maintaining organization across multiple priorities.
- Applied proactive communication strategies to address challenges, align expectations, and support successful outcomes.
- Recognized for cultivating high-performing environments through leadership, consistency, and relationship management.
Mortgage Loan Officer
Fay Servicing LLC
06.2022 - 09.2022
- Collaborated closely with underwriters to identify, troubleshoot, and resolve loan application discrepancies, ensuring timely and accurate processing.
- Reviewed and updated loan files to ensure compliance with current regulatory guidelines, company standards, and investor requirements.
- Educated clients on available mortgage products, explaining loan terms and options tailored to individual financial situations and needs.
- Served as a primary point of contact for borrower inquiries and concerns, professionally resolving issues while maintaining high customer satisfaction.
Mortgage Loan Officer
Mid-America Mortgage
07.2020 - 05.2022
- Originated and closed residential mortgage loans, guiding clients through the full loan lifecycle from consultation to funding.
- Advised borrowers on mortgage products and financing options, aligning solutions with individual financial goals.
- Prepared and submitted compliant loan packages to underwriting, resolving conditions to support timely approvals.
- Ensured adherence to regulatory and compliance requirements, including BSA, AML, OFAC, USA PATRIOT Act, Privacy Act, and CRA.
- Maintained strong client relationships through professional communication, issue resolution, and high-quality service.
Property Preservation Specialist
Altisource
11.2019 - 04.2020
- Ensured full compliance with investor, insurer, and state-specific property preservation guidelines.
- Coordinated with clients, vendors, and contractors via phone, email, and fax to place work orders and obtain timely status updates and results.
- Verified properties were secured within required 48-hour timeframes, adhering to applicable codes and state-defined standards.
- Performed quality control reviews of invoices and billing documentation prior to submission, ensuring accuracy, compliance, and confirmation of conveyance conditions.
Property Preservation Specialist
Rushmore Loan Management Services LLC
01.2018 - 08.2019
- Managed REO and high-risk properties in accordance with investor and regulatory guidelines to mitigate financial, legal, and compliance risk.
- Assessed loan and asset status to determine appropriate disposition actions, including single-family loan sales, bid evaluation, or re-conveyance, ensuring alignment with investor requirements.
- Maintained accurate and compliant records within the loan servicing system, supporting data integrity, audit readiness, and operational reporting.
- Reviewed and approved vendor preservation and repair bids to ensure cost control, policy compliance, and operational efficiency prior to asset disposition.
Foreclosure Specialist
Pacific Union Financial
01.2014 - 01.2017
- Performed regulatory and investor compliance reviews at the loan level to assess foreclosure readiness and mitigate legal, financial, and reputational risk.
- Analyzed system notes, payment histories, mortgage documentation, and foreclosure records to ensure adherence to state laws, investor guidelines, and internal controls prior to referral or sale.
Education
Bachelor of Arts - Advertising Design
Stephen F Austin State University
12.1996
High School Diploma - undefined
Crockett High School
05.1991
Skills
- Customer Success & Client Retention
- Sales & Relationship Management
- Stakeholder Communication
- Training & Onboarding
- Process Improvement
- Compliance & Risk Management
- Project Coordination
- CRM & Systems Navigation
- Conflict Resolution
- Cross-Functional Collaboration
Accomplishments
- Led onboarding, training, and performance support for 150+ users annually, improving engagement, adoption, and measurable outcomes
- Built and delivered structured learning and support programs tailored to diverse user needs and learning styles
- Managed client relationships and portfolios across regulated industries, ensuring compliance, accuracy, and timely resolution
- Guided clients through complex decision-making processes using a consultative, relationship-focused approach
- Collaborated cross-functionally with internal teams, vendors, and leadership to resolve issues and meet performance goals
- Maintained licensure and compliance standards across 15 states, demonstrating accountability and regulatory expertise
- Recognized for adaptability, leadership, and the ability to balance competing priorities while maintaining high performance standards
Results-driven client success and operations professional with experience spanning customer onboarding, training, sales, and compliance-driven environments. Proven ability to communicate complex information clearly, manage multiple stakeholder groups, and deliver consistent outcomes in fast-paced settings.
Certification
- NMLS Credentialed Loan Originator (#1932874)
- Licensed in 15 States: TX, WA, TN, CA, AL, AZ, CO, FL, IN, LA, MI, MN, NC, PA, WI
- Texas Teachers of Tomorrow – Enrolled; Letter of Eligibility (LOE) completed
- Art Content Exam completed
- PPR Exam– pending certification
Languages
English
Full Professional
Timeline
Customer Success / Client Operations
FISD
07.2025 - Current
Customer Training & Client Engagement Specialist
GISD
01.2023 - 06.2025
Mortgage Loan Officer
Fay Servicing LLC
06.2022 - 09.2022
Mortgage Loan Officer
Mid-America Mortgage
07.2020 - 05.2022
Property Preservation Specialist
Altisource
11.2019 - 04.2020
Property Preservation Specialist
Rushmore Loan Management Services LLC
01.2018 - 08.2019
Foreclosure Specialist
Pacific Union Financial
01.2014 - 01.2017
High School Diploma - undefined
Crockett High School
Bachelor of Arts - Advertising Design
Stephen F Austin State University