Lisa Schrager
Bellmore
Summary
Highly skilled professional and self motivated individual with over 25 years experience in customer service and relationship building skills. Strong communication and interpersonal skills for providing superior customer satisfaction. Effective team collaborator as well as individually effective in the field. Dedicated and committed to understanding clients desires by providing customized solutions to build loyalty and trust. Kind and compassionate, relatable and driven.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Bank Attorney
Law Office of Scott J. Saturn PC
01.2025 - Current
- Streamlined the closing process for clients by coordinating with multiple parties, including lenders, attorneys, and real estate agents.
- Contacted appropriate agencies to complete searches, order records, and obtain documents.
- Consulted with clients to recognize needs and provide tailored solutions.
- Increased client retention through exceptional service, helping to secure repeat business from satisfied customers.
- Assisted in reducing potential delays by identifying and resolving issues prior to closing appointments.
- Developed strong relationships with industry professionals, fostering an environment of trust and collaboration during complex transactions.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
Licensed Real Estate Agent
Douglas Elliman
12.2022 - 01.2024
- Hosted open houses and private showings to showcase properties effectively, ultimately securing offers from interested parties.
- Built lasting relationships with fellow agents, brokers, attorneys, inspectors, and other industry professionals to create an extensive professional network that benefited clients.
- Provided ongoing guidance and support to clients during the post-closing period, ensuring their transition into homeownership was seamless.
- Educated first-time homebuyers on the intricacies of the home buying process, empowering them to make informed decisions throughout their purchase journey.
- Assisted clients in navigating complex real estate transactions, guiding them through every step of the process.
- Coordinated inspections, appraisals, repairs, and other steps in the transaction process as required by buyer or seller needs for smooth closings.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
Account Executive
PMCC Mortgage Bankers
05.1996 - 05.2020
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Conducted regular sales presentations to showcase company offerings and demonstrate product value.
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Expanded company presence within the market by attending trade shows, conferences, and networking events.
- Provided exceptional customer service, addressing concerns promptly to maintain strong client relationships.
- Leveraged CRM to collect, organize, and manage sales data and customer information.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Built relationships with customers and community to promote long term business growth.
Licensed Mortgage Originator
Intercontinental Capital Group
12.2018 - 04.2020
- Same duties and expertise as prior company's.
Licensed Mortgage Originator
Contour Mortgage Bankers
09.2011 - 03.2018
- Same duties and expertise as prior company's.
Licensed Mortgage Originator
SAS Consultants
06.2000 - 08.2011
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Attended networking events to generate new leads, expanding brand visibility within the local community and fostering valuable partnerships with real estate professionals.
- Streamlined the mortgage application process for clients by providing clear guidance on required documentation and submission procedures.
- Provided exceptional customer service throughout the entire loan process, leading to increased referrals from satisfied clients.
- Reduced processing time for mortgage applications by implementing efficient document organization strategies and proactively addressing potential issues.
- Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
- Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
- Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
Education
Associate of Arts - Liberal Arts And Sciences
Nassau Community College
Garden City, NY05-1998
Skills
- Effective communication
- Dedicated
- Highly professional
- Client relationship building
- Skilled at cold calling
- Ethical
- Client relationship management
- Social Media Marketing
- Territory management
- Relatable
- Compasionate
- Appointment coordination
Certification
License real estate agent
Languages
English
Full Professional
Timeline
Bank Attorney
Law Office of Scott J. Saturn PC
01.2025 - Current
Licensed Real Estate Agent
Douglas Elliman
12.2022 - 01.2024
Licensed Mortgage Originator
Intercontinental Capital Group
12.2018 - 04.2020
Licensed Mortgage Originator
Contour Mortgage Bankers
09.2011 - 03.2018
Licensed Mortgage Originator
SAS Consultants
06.2000 - 08.2011
Account Executive
PMCC Mortgage Bankers
05.1996 - 05.2020
Associate of Arts - Liberal Arts And Sciences
Nassau Community College
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