Rachel Robertson

Rachel Robertson Email and Phone Number

Licensed BROKER | OWNER at The Mosaic Agency, LLC @ The Mosaic Agency, LLC
Rachel Robertson's Location
Dallas-Fort Worth Metroplex, United States
Rachel Robertson's Contact Details

Rachel Robertson work email

Rachel Robertson personal email

n/a
About Rachel Robertson

To view client recommendations - check out https://eendorsements.com/user/rachel-robertson **Influential Leader with 20+ years’ experience in Information Technology, Operations, Sales and Customer Service. 10+ years in Mortgage Lending, Personal Credit Management and Real Estate. Managing others to attain their personal and professional goals through coaching and mentoring. Consulting in Process Improvement and Business Development for small to medium sized businesses. Delivering strong and sustainable relationships and revenues through customer-centric and quality focused initiatives by way of a results-oriented leadership approach, strong technical aptitude and attentiveness.Specialties: * Marketing & Business Development* Development, improvement and/or documentation of Business Process/Procedures for small to medium sized businesses* Vendor & Contract Management * Customer Relationship Management* Real Estate including Lease Options* Personal and Professional Life Coach * Credit Improvement Program & Strategies* Mortgage Planning & Preparation* Social Networking

Rachel Robertson's Current Company Details
The Mosaic Agency, LLC

The Mosaic Agency, Llc

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Licensed BROKER | OWNER at The Mosaic Agency, LLC
Rachel Robertson Work Experience Details
  • The Mosaic Agency, Llc
    Licensed Broker | Owner At The Mosaic Agency, Llc
    The Mosaic Agency, Llc Jul 2021 - Present
    Argyle, Texas, United States
    Rachel Robertson is the Broker | Owner of The Mosaic Agency, LLC. She also holds her Texas Real Estate Broker license and is a Top Producing Agent. Although the Agency is new - her experience spans over 20 years!Rachel has spent over 19 years in the Real Estate Industry. She is an expert with thinking outside of the box, finding ways to do things and developing the strategic plan for her clients then showing them how to get it done! Her instinct and passion for real estate has made her a go-to person for a diverse array of clients ranging from first time home-buyers to savvy buyers/sellers. Rachel understands the stressors and anxieties that sometimes accompany the home selling and buying process. With her extensive background in real estate options and financing, she makes the process seamless and as stress-free as possible for her clients. Rachel truly takes pride in partnering with each of her clients to ensure the highest level of service while meeting their needs. She is attentive, communicates honestly and often managing and directing the transaction from start to beyond closing. Rachel continues to look for ways to improve herself by educating herself on the market and developing new skills that are beneficial to her clients. She is a Certified Professional Life Coach, Certified Negotiation Expert, Civil Mediator and a Notary. As a Texas Realtor and Broker Associate at Turner Massey Realty, LLC, and a member of the National Association of Realtors, Texas Association of Realtors and MetroTex Association of Realtors, along with using various technologies and continued education; she stays on top of the market.
  • Eagle Realty And Home Services, Llc
    Licensed Realtor, Gri And Certified Personal Financial Life Coach
    Eagle Realty And Home Services, Llc Jan 2021 - Present
    Argyle, Texas, United States
    Rachel Robertson has spent over 18 years in the Real Estate Industry. She is an expert with thinking outside of the box, finding ways to do things and developing the strategic plan for her clients then showing them how to get it done! Her instinct and passion for real estate has made her a go-to person for a diverse array of clients ranging from first time home-buyers to savvy buyers/sellers. Rachel understands the stressors and anxieties that sometimes accompany the home selling and buying process. With her extensive background in real estate options and financing, she makes the process seamless and as stress-free as possible for her clients. Rachel truly takes pride in partnering with each of her clients to ensure the highest level of service while meeting their needs. She is attentive, communicates honestly and often managing and directing the transaction from start to beyond closing. Rachel continues to look for ways to improve herself by educating herself on the market and developing new skills that are beneficial to her clients. She is a Certified Professional Life Coach, Certified Negotiation Expert, Civil Mediator and a Notary. As a Texas Realtor at Eagle Realty, and a member of the National Association of Realtors, Texas Association of Realtors and Greater Denton Wise County Association of Realtors, along with using various technologies and continued education; she stays on top of the market.
  • The Real Estate Station
    Licensed Realtor - Certified Life Coach (Personal Finance Coaching)
    The Real Estate Station Nov 2019 - Jan 2021
    Argyle, Texas
    Serving Buyers and Sellers in the Dallas Fort Worth metroplex.
  • Self Employed
    Nna Certified Signing Agent
    Self Employed Nov 2017 - Nov 2019
    Adding to services provided as a long time Notary. Through the National Notary Association and Notary 2 Pro, I am a Certified Signing Agent.
  • Fathom Realty
    Realtor®
    Fathom Realty 2014 - Nov 2019
    Dfw Metroplex
    Serving Buyers and Sellers in the Dallas Fort Worth metroplex.
  • Envision Financial Solutions
    Managing Partner/Coach-Consultant
    Envision Financial Solutions Mar 2004 - Jun 2018
    Nationwide
    * Define client personal or professional goals and develop attainable action plans* Coach/Mentor Clients to achieve financial success through appropriate budget planning, managing credit history, reducing expenses and increasing savings* Prepare and present personal budgets for clients to implemento Educate Clients on proper usage of household income by preparing a budget that can be followed monthly and build savings* Prepare Mortgage Planning and Preparation action plans* Create Personal Credit Analysis and Plan of Action for correcting credit report and increasing credit scores* Advise consumers on credit improvement and how to raise FICO scores for long term benefit* Establishing credit, correcting balances, dates, accounts etc. with documentation support on errors, paying down or off housing collections or credit card balances etc. – this is NOT random disputing but accurately addressing and correcting or updating clients report. Service is imperative to long term success. Utilizes FACTA (Fair and Accurate Credit Transactions Act), FCRA (Fair Credit Reporting Act), FCOA (Fair Credit Opportunity Act), (FCBA) Fair Credit Billing ACT, (FDCPA) Fair Debt Collections Practices Act; and CCPA (Consumer Credit Protection Act)* Adjust plans as needed to insure sustainable results* Hiring, training and developing of Account Managers for Envision Financial Solutions* Market for new customers
  • Affiliated Bank
    Mortgage Banker - Branch Manager
    Affiliated Bank Feb 2010 - Jun 2012
    Keller, Texas
    * Manage day to day operations of Affiliated Bank Mortgage Lending of Keller* Manage Profit and Loss of Affiliated Bank Mortgage Lending of Keller* Hiring, training and development of Staff - office of 5 (previous experience up to 30 employees)* Marketing and Development for new business*** Personal Network, Real Estate Agents, Title Companies, Appraisers, Financial Consultants etc* Originate residential and commercial mortgage financing – purchase and refinance* Organize and properly package client files (based on Fannie/Freddie/Ginnie guidelines as well as investor overlays) before submitting to underwriting. Worked with Processors and Branch Loan Officers to confirm files were in order to help insure approval, prior to submission* Insure all federal documents are accurate and disclosed to borrowers* Follow daily market changes for rates and lending guidelines to educate staff and consumers
  • Supreme Lending Of Keller
    Mortgage Banker - Branch Manager
    Supreme Lending Of Keller 2003 - Feb 2010
    Keller, Texas
    * Manage day to day operations of Supreme Lending of Keller* Manage Profit and Loss of Supreme Lending of Keller* Hiring, training and development of Staff * Marketing and Development for new business* Originate residential and commercial mortgage financing – purchase and refinance* Organize and properly package client files (based on Fannie/Freddie/Ginnie guidelines as well as investor overlays) before submitting to underwriting. Worked with Processors and Branch Loan Officers to confirm files were in order, to help insure approval, prior to submission* Insure all federal documents are accurate and disclosed to borrowers* Maintain various state licensing for mortgage lending practices* Follow daily market changes for rates and lending guidelines to educate staff and consumers
  • Verizon Directories
    Sw/Hw Contracts
    Verizon Directories Apr 1998 - Jun 2002
  • Gte Supply
    Business Analyst
    Gte Supply Mar 1995 - Apr 1998

Rachel Robertson Skills

Mortgage Lending Sales Real Estate Credit Refinance Loans Investment Properties Management Leadership Residential Homes Training Budgets Fha Customer Service First Time Home Buyers Foreclosures Finance Fha Financing Usda Sellers Team Building Va Loans Short Sales Social Networking Analysis Crm Investors Contract Negotiation Sales Management New Business Development Certified Mortgage Planning Mortgage Banking Loan Origination Banking Underwriting Residential Mortgages Strategic Planning Customer Satisfaction Marketing Strategy Contract Management Negotiation Business Development Reo Insurance Account Management Software Documentation Project Planning Employee Training Employee Benefits Commercial Mortgages

Rachel Robertson Education Details

Frequently Asked Questions about Rachel Robertson

What company does Rachel Robertson work for?

Rachel Robertson works for The Mosaic Agency, Llc

What is Rachel Robertson's role at the current company?

Rachel Robertson's current role is Licensed BROKER | OWNER at The Mosaic Agency, LLC.

What is Rachel Robertson's email address?

Rachel Robertson's email address is rc****@****lty.com

What schools did Rachel Robertson attend?

Rachel Robertson attended Bellevue University.

What are some of Rachel Robertson's interests?

Rachel Robertson has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.

What skills is Rachel Robertson known for?

Rachel Robertson has skills like Mortgage Lending, Sales, Real Estate, Credit, Refinance, Loans, Investment Properties, Management, Leadership, Residential Homes, Training, Budgets.

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  • Rachel Robertson

    Regional Energy And Natural Resources Leader
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