Rachel Mosler
Chino Hills,CA
Summary
I am an orderly and devoted administrative professional, offering solid people skills, the ability to learn quickly, and resilience to navigate challenges within fast-paced environments. I am detail-oriented, I display sound judgment with sensitive matters, and I thrive working alone or with teammates to accomplish on-time, accurate tasks. In previous roles, I demonstrated the ability to remain kind in uncomfortable circumstances, juggle many tasks at once, and analyze and resolve complex problems with care and integrity. I exceed expectations under pressure, and consistently earn high praise for quality and speed. I look forward to being a valuable asset to a thriving company long-term.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Client Care Specialist
Pompa Program
Remote, CA
10.2023 - 11.2024
- Onboarded clients via Zoom, and ensured accurate information was placed into their HubSpot file.
- Maintained a program cancellation rate of just 0.66% with an ongoing client load of over 200.
- Served as the client's point of escalation on service inquiries and troubleshooting needs, and collaborated with internal departments.
- Selected out of 40 employees for a promotion to Senior Client Care Specialist after six months.
- Received over 100 positive Net Promoter Score (NPS) feedback submissions as a result of my excellent care.
Customer Support Manager
Blue Sky Utility
Remote, CA
07.2022 - 06.2023
- Key point of contact for commercial real estate tenant acquisitions, and revenue.
- I enrolled 80% of my assigned tenants in our shopping center's solar initiative.
- Collaborated with landlords and internal departments to ensure that company goals were being met.
- Delivered stellar communication and support to tenants via email and phone.
- Organized and analyzed data in Smartsheet in order to ensure the consistency and frequency of outreach to tenants not yet enrolled.
Escrow Assistant
Atlas Title Company
Remote, CA
01.2021 - 03.2022
- Assisted two escrow officers with opening, processing, and closing up to 600 escrow files per month.
- Prepared estimated and final HUD-1 settlement statements, and collaborated with lenders to balance fees.
- Tracked deadlines and delivered timely completion of tasks for successful closings.
- Ensured title documents were pristine prior to closing, and created Grant Deeds for title changes as needed.
- Scheduled notary signings, and uploaded all necessary loan documents for execution.
Policy Owner Services
Pacific Advisors
Newport Beach, CA
08.2018 - 03.2019
- Spearheaded the firm-wide (11 offices) life and disability insurance policy servicing requests.
- Produced correspondence to customers using approved letters and templates.
- Fully documented policy files, along with all related material, so as to leave a clear and concise audit trail.
- Gracefully handled a high volume of incoming calls and emails from agents and clients, while also providing exceptional care to individuals in person.
- Successfully managed the office and completed my tasks with limited supervision.
Operations Manager
Marcus & Millichap
Ontario, CA
05.2015 - 03.2017
- Partnered with the Regional Manager to oversee business growth and personnel management in an office of over 40 individuals.
- Processed commercial real estate transactions from proposal to close.
- Led and developed brokerage staff with a focus on white-glove agent and client support
- Ensured that accurate commission percentages were submitted to accounting and paid out to agents.
- Processed invoices, managed the Regional Manager’s credit card transactions, and filed expense reports for senior agents.
- Created cost-reduction strategies for office supplies and events, confirming that we met our monthly office financial goals.
Education
High School Diploma -
By His Grace Christian School
Chino06-2008
Skills
- Operations management
- Exceptional communication
- Data entry accuracy
- Emotional intelligence
- Client onboarding
- Quality assurance
- Trustworthiness
- Remote work
- Organization
- Transaction processing
- Critical thinking
- Problem solving
- Interpersonal skills
- Deadline management
- Training and mentoring
- Calmness under pressure
- Attention to detail
- Tech savviness
- Team collaboration
- HubSpot management
Certification
- CA Real Estate Principles, Practice & Legal Aspects of Real Estate | 2017
- CA Ethics & Code, Life, Accident & Health - Life Only Agent License #0M93723 | 2019
Timeline
Senior Client Care Specialist
Pompa Program
10.2023 - 11.2024
Customer Support Manager
Blue Sky Utility
07.2022 - 06.2023
Escrow Assistant
Atlas Title Company
01.2021 - 03.2022
Policy Owner Services
Pacific Advisors
08.2018 - 03.2019
Operations Manager
Marcus & Millichap
05.2015 - 03.2017
High School Diploma -
By His Grace Christian School
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