Rachael McErlean
Summary
Dynamic and results-driven professional with over 15 years of experience in administration, financial operations, document management, and customer service. Skilled at streamlining complex workflows, ensuring compliance with policies, and enhancing operational efficiency. Proven success in fast-paced environments, consistently meeting deadlines, and delivering measurable outcomes. Exceptional communicator with a strong ability to build relationships, lead initiatives, and contribute meaningfully to team and organizational success. Eager to support a forward-thinking team, and drive continuous improvement.
Overview
19
19
years of professional experience
Work History
PROPERTY MANAGER
Tri-cities & Vancouver
01.2010 - Current
- Manage documentation and filing processes for all lease agreements, move-in/out inspections, and service records.
- Organize and maintain hardcopy and digital filing systems in compliance with privacy legislation, streamline document retrieval, and support regulatory audits.
- Execute precise data entry and administrative tracking of rent payments, maintenance schedules, and operating expenses, improving reporting accuracy, and enabling proactive issue resolution.
- Coordinate tenant application workflows, including scheduling interviews, and completing detailed background and credit checks, resulting in higher tenant reliability and reduced vacancy periods.
- Maintain accurate, timely records and correspondence in a self-directed, deadline-sensitive environment, supporting property operations, and enhancing internal communications.
- Conduct regular property inspections to proactively address tenant concerns, ensure habitability standards, and protect rental income by maintaining property condition, or strategically increasing rental rates during re-leasing periods.
MORTGAGE BROKER
McErlean Mortgages - DLC
Coquitlam
01.2011 - 05.2021
- Operated a successful mortgage brokerage, advising clients on residential mortgage solutions and negotiating financing terms; grew the client base year after year and consistently exceeded sales targets through relationship-driven service and market expertise.
- Processed high volumes of confidential client documentation—including income statements, credit reports, and legal contracts—with accuracy and efficiency, ensuring compliance with financial regulations, and lender submission standards.
- Built and maintained lasting client relationships by delivering personalized financial guidance, contributing to a high satisfaction rate, and year-over-year growth in referrals and repeat business.
- Managed the timely submission of mortgage files to lenders and insurers by scanning, organizing, and transmitting sensitive documents under strict regulatory deadlines, while maintaining audit-ready records for compliance reviews.
- Maintained full adherence to federal and provincial mortgage legislation by completing required continuing education and staying current with regulatory updates, ensuring ongoing licensing, and ethical practice.
FILE MAINTENANCE - CASH OFFICE/FRONT END STAFF
Save-On-Foods/Safeway - My Safeway was aquired by Save-On-Foods in 2013
Lower Mainland
11.2005 - 10.2014
- Maintained and updated in-store pricing files, shelf tags, and inventory records by performing regular data entry for file changes, system updates, and pricing corrections; improved pricing accuracy, sales, and reduced customer complaints.
- Oversaw daily operations of the cash office, including balancing tills, preparing floats, reconciling weekly accounts, and processing both accounts payable and receivable; enhanced financial accuracy, and minimized discrepancies.
- Provided executive-level administrative support to store managers, and processed payroll for several hundred employees, ensuring confidentiality and accuracy by compiling timecards, verifying hours, and minimizing payroll errors.
- Trained and mentored new staff in front-end operations, including cashier procedures and cash office protocols; increased operational efficiency, and contributed to lower staff turnover through strong onboarding practices.
Education
Payroll Compliance Professional -
NATIONAL PAYROLL INSTITUTE
Online04.2025
Mortgage Broker Course -
UBC - SAUDER SCHOOL OF BUSINESS
09-2009
French Immersion Program - French Language and Literature
L'UNIVERSITÉ LAVAL
General Studies -
DOUGLAS COLLEGE
Grade 12 -
CENTENNIAL SECONDARY
Skills
- Document control and file maintenance
- Confidential information management
- Successful in a fast-paced, high-demand environment
- Interpersonal skills and problem solving
- Time management and organization
- Project planning and management
- Team and administrative leadership
- Client relationship management
- Asset management
- Microsoft Office Suite proficiency
- DocuSign expertise
- Dropbox utilization
- Adobe software skills
- CRM software proficiency
Languages
English
Native/ Bilingual
French
Limited
Spanish
Elementary
Additional Experience
MEMB E R S H I P S E RVICE R E P R E S E N TAT I VE – C U S T OME R S E RVICE
R E P R E S E N TAT IV E a n d D I S PATC H E R
Scheduled and dispatched emergency roadside assistance for clients
across BC and the Yukon, completing service requests within target
timeframes, enhancing customer experience and retention.
x Resolved customer inquiries and scheduling conflicts, ensuring timely
service delivery and achieving a high customer satisfaction rate
through effective communication and problem-solving.
x Trained and mentored new hires, improving team performance and
reducing onboarding time, while facilitating service improvement
initiatives that led to an increase in member engagement.
x Managed membership renewals and addressed member concerns,
improving renewal rates and enhancing overall member retention
through proactive communication and personalized support
Affiliations
Volunteer
Dominion Lending & Keller Williams Elite Realty- Lower mainland Month 2013- Month 2021 Organized and participated in multiple fundraising initiatives from Lunch Programs to Bikes For Kids
Timeline
MORTGAGE BROKER
McErlean Mortgages - DLC
01.2011 - 05.2021
PROPERTY MANAGER
Tri-cities & Vancouver
01.2010 - Current
FILE MAINTENANCE - CASH OFFICE/FRONT END STAFF
Save-On-Foods/Safeway - My Safeway was aquired by Save-On-Foods in 2013
11.2005 - 10.2014
Payroll Compliance Professional -
NATIONAL PAYROLL INSTITUTE
Mortgage Broker Course -
UBC - SAUDER SCHOOL OF BUSINESS
French Immersion Program - French Language and Literature
L'UNIVERSITÉ LAVAL
General Studies -
DOUGLAS COLLEGE
Grade 12 -
CENTENNIAL SECONDARY
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