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Theresa Kasel is a seasoned administrative professional with over 20 years of experience in various roles, including administrative assistant, rebate processing specialist, and team lead. She holds a Bachelor's Degree in Management Information Systems from Luther College and has certifications in social media advertising, sales and CRM, and fingerprinting. Theresa is based in San Diego, California.

Credentials

  • Create Social Media Ad Campaign using Canva
    Coursera
    Nov, 2023
    - Apr, 2026
  • Sales and CRM Overview
    Coursera
    Jul, 2023
    - Apr, 2026
  • Learning How to Learn: Powerful mental tools to help you master tough subjects
    Coursera
    Jan, 2023
    - Apr, 2026
  • Tenprint Fingerprint Certification
    State of California
    Feb, 2017
    - Apr, 2026
  • American Mensa Member
    American Mensa
    Jan, 2008
    - Apr, 2026

Experience

  • Center for Sustainable Energy (CSE)
    • San Diego, California, United States
    • Rebate Processing Specialist
      • Jul 2022 - Present
      • San Diego, California, United States

  • TaskRabbit
    • San Diego, California
    • Freelance Administrative Assistant
      • May 2017 - Jul 2022
      • San Diego, California

  • AppleOne Employment Services
    • San Diego, California, United States
    • Program Assistant at SDGE
      • Apr 2021 - Mar 2022
      • San Diego, California, United States

      Accurately and efficiently processed applications for SDGE's CARE and Medical Baseline programsProcessed recertification applications for CARE and Medical Baseline programs

  • DICK'S Sporting Goods
    • San Diego, California
    • Administrative Assistant
      • Jan 2018 - Apr 2019
      • San Diego, California

  • eTeam
    • Greater San Diego Area
    • Administrative Assistant
      • May 2017 - Sep 2017
      • Greater San Diego Area

      Administrative assistant at HP, Inc. Supported multiple departments with purchasing, calendar management and tracking travel expenses. Managed departments move to a new building.

  • Simply Biotech
    • Greater San Diego Area
    • Administrative Assistant
      • Sep 2016 - Nov 2016
      • Greater San Diego Area

      • Administrative support at Bachem to transition documents and procedures to an online system.

    • United States
    • Consumer Services
    • 100 - 200 Employee
    • MCR Team Lead
      • Jul 2015 - Sep 2016

      -Lead and train a team of Member Care Representatives (MCRs) to meet company quality standards-Quality check team member phone calls-Provide regular performance feedback to team members

    • MCRR
      • Apr 2015 - Jul 2015

      -Quality check MCR phone calls-Process online request from customers for account cancellations and opting out of company database-Ensure customers who were dissatisfied with service are satisfied with resolution-Review calls from credit card charges backs to determine if the charge could have been avoided

    • Member Care Representative
      • Dec 2014 - Mar 2015

      -Received calls from members requesting cancellation of their accounts-Processed account cancellations accurately-Negotiated refunds and maintained company standard for refund amounts

  • CalciMedica Inc
    • La Jolla, CA
    • Administrative Assistant
      • Jul 2011 - Mar 2014
      • La Jolla, CA

      - Admininstrative support for a startup biotech company- Managed accounts payables using Quickbooks- Maintained MSDS records electronically- Converted MSDS records from paper to electronic system- Managed Confidentiality Disclosure Agreement files- Travel arrangements- Planned company holiday parties and summer picnic events- Prepared company information for annual audit- Maintained clinical contracts files- Maintained human resources records for all employees- Ensured that intellectual property and patent legal documents were submitted to the legal team in a timely manner- Maintained hazardous waste files

  • Toastmasters
    • La Jolla, CA
    • Member - Toastmasters of La Jolla
      • Apr 2003 - Mar 2014
      • La Jolla, CA

      - Earned Competent Toastmaster award by completing ten project speeches- Earn Advanced Communicator Silver was by completing advance speeches and projects- Served in several officers positions, including Secretary/Treasurer, Public Relations, Education and Club President- As President, the clubs I lead achieved at least Distinguished Cub status within Toastmasters International

    • Finance Coordinator I
      • Dec 1997 - Mar 2011

      -Ensure information received for financed sales orders is accurate and complete and entered into the customers' account.-Process payments from financing company for delivered orders.-Reconcile payments from financing company with Slumberland accounts.-Make corrections to corporate store cash drawer reports as requested by store personnel.-Answer questions from store personnel about financing orders and balances on customers' accounts.-Filing finalized sales orders.

    • Administrative Assistant
      • Mar 1998 - Sep 2007

      External Products Group -- 2003-2007-Calendaring for vice president and other team members.-PC inventory maintenance – ensure PCs are being charged to correct department and replaced when leases expire.-Created correspondences, spreadsheets and presentations using Word, Excel and PowerPoint.-Worked with a team of administrative assistants at Ameriprise to share information and processes. Projects include a database of important information that administrative assistants can reference and creating checklists for on-boarding new employees and contractors.-Records Management.Personal Trust Services -- 1998-2005-Calendaring for vice president and other team members.-Developed computer-based templates and databases for PTS, streamlining processes while meeting state and federal regulations.-Created accurate monthly trust account activity reports.-Identified a need and developed an on-line administrative assistant handbook used by all assistants in the products group. Selected as a one of only 43 Premier Performers for work on this handbook-Developed and maintained Lotus Notes database for PTS forms, policy manual and procedures manual.-PC inventory maintenance – ensure PCs are being charged to correct department and replaced when leases expire.-Occasionally fielded calls from financial advisors with regard to trust services-Managed files sent to record storage.-Maintained department information on company intranet site.

    • Quality Assurance Assistant
      • Jan 1993 - Jun 1995

      -Responsible for weekly, monthly and quarterly modality count reports distributed to company executives.-Developed statistical reports of results of Continuous Quality Improvement program by all areas of the clinic using Excel and graphics.-Designed forms using WordPerfect and later converted documents into AmiPro.-Developed and maintained a database on Paradox of radiologist information.

    • Senior Secretary
      • Aug 1992 - Jan 1993

      -Created and maintained career library for graduate students to assist them in finding research assistant and teacher assistant positions as well as job placement after graduation.-Organized workshops to help students with their job searches and defining career goals.-Developed and maintained a database of potential employers from across the country.

    • Assistant to the President
      • Apr 1989 - Jan 1990

    • Office Support
      • 1987 - 1990

    • Processing Clerk
      • Mar 1987 - Feb 1988

    • Assistant Manager -- GiGi Store
      • Sep 1986 - Feb 1987

      -Daily store opening and closing-Customer assistance with sales and returns-Monthly sales projects-Manage store displays-Supervised employees

Education

  • 1982 - 1986
    Luther College
    Bachelors Degree, Management Information Systems

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