Lisa Pareres
Lisa Pareres
Mahopac, NY 10541
************@*****.***
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Skills
Yardi, OnSite, Dormakaba, CRM, Encompass, City 5, Section 8 Affordable Housing Processing/Leasing, NYS Licensed Real Estate Salesperson, mortgage processing professional, experienced in all areas from loan origination to stacking, client services, underwriting, title clearance, lien filing/release, lien payoffs, Certified in Conventional, FHA and VA loan processing, income analysis, advertising on Craigslist, and all real estate websites,
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Experience
Rose Associates / Lease Administrator
September 2023 – Present, White Plains, New York
Drafting, reviewing, and preparing residential lease agreements Worked directly with Affordable Housing/Voucher Programs
Ensuring accuracy and completeness of lease documentation
Serving as a point of contact for tenants, addressing inquiries related to leases, terms, and conditions.
Communicating lease terms and policies to tenants, and facilitating the signing of lease agreements
Handled inspections and managing security deposit refunds or deductions
Oversaw rent collection processes, monitoring payments, and addressing any payment-related issues
Ensure accurate recording of rental transactions.
Collaborated with maintenance and repair teams to address tenant requests, property issues, and necessary improvements
Maintaining accurate and organized records of lease agreements, tenant communications, and property-related documentation
Proficiently using property management software and tools to streamline lease administration processes
Oxford Property Group / NYS Licensed Real Estate Salesperson
March 2023 - September 2023, New York, NY
Continued training for Real Estate Sales and Rentals
Advertised on Real Estate Websites
Proficient with CRM to manage clients
Communicated with Leasing Agents and Property Management
Acquired rental and sales clients.
Worked with The Guarantors, Insurant insurance Programs.
Submitted Leases to Landlord for approval
Worked directly with Cityfheps, Section 8 Vouchers
Worked directly with clients to ensure housing for Cityfheps and Section 8
Century 21 Scope Realty / NYS Licensed Real Estate Salesperson
November 2022 - March 2023, New York, New York
Continued training for Real Estate Sales and Rentals
Advertised on Real Estate Websites
Proficient with CRM to manage clients
Communicated with Leasing Agents and Property Management
Acquired rental and sales clients.
Worked with The Guarantors, Insurant insurance Programs.
Submitted Leases to Landlord for approval
Bruma Realty / NYS Licensed Real Estate Salesperson
September 2022 - November 2022, Bronx, New York
Continued training for Real Estate Sales and Rentals
Advertised on Real Estate Websites
Proficient with CRM to manage clients
Communicated with Leasing Agents and Property Management
Acquired rental and sales clients.
Worked with The Guarantors, Insurant insurance Programs.
Submitted Leases to Landlord for approval
Keller Mortgage / Sr Loan Processor
January 2020 – March 2022, Dublin, Ohio (Remote)
Reviewed initial loan approval and work with borrower to gather appropriate documentation
Collected all required documentation for the loan package
Created a loan submission package for the Underwriting department
Submitted files to assigned Underwriter
Satisfied all conditions when received from Underwriter
Ensured that approval falls within the established lending guidelines
Communicated with other professionals, including attorneys, county clerks and title companies
Newtown Savings Bank / Sr. Loan Processor
February 2018 – January 2020, Newtown, CT
Reviewed initial loan approval and work with borrower to gather appropriate documentation
Collected all required documentation for the loan package
Created a loan submission package for the Underwriting department
Submitted files to assigned Underwriter
Satisfied all conditions when received from Underwriter
Ensured that approval falls within the established lending guidelines
Communicated with other professionals, including attorneys, county clerks and title companies
Wells Fargo Home Mortgage / Loan Processor
March 2015 – February 2017, New Windsor, New York
Reviewed initial loan approval and work with borrower to gather appropriate documentation
Collected all required documentation for the loan package
Created a loan submission package for the Underwriting department
Submitted files to assigned Underwriter
Satisfied all conditions when received from Underwriter
Ensured that approval falls within the established lending guidelines
Communicated with other professionals, including attorneys, county clerks and title companies
Wells Fargo Bank, NA / Personal Banker
July 2014 – July 2015, Mt. Kisco, New York
Built and managed lifelong customer relationships
Understood customers’ financial needs and showing them how to get the greatest possible value from our products and services
Analyzed current customer relationships and proactively contacting customers with recommandations to help them achieve financial success
Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
Sold retail banking products and services to customers and prospects
Used profiling analysis tools to identify cross selling opportunities and made outbound sales calls
Wells Fargo Bank, NA / Teller
December 2013 – March 2014, Katonah, NY
Highly skilled in receiving and processing all banking transactions including; verifying transactions, checking and savings account withdrawals and deposit
In-depth knowledge of maintaining positive customer relations by means of proper handling of all transactions, in keeping with established procedures
Hands-on experience in exercising judgment regarding transaction problems and inquiries
Proven record of maintaining, verifying, balancing allocated cash drawer
Able to give accurate and detailed information to bank clients
Demonstrated ability reply questions on Bank transaction services
Proven ability to direct customers to proper staff
Well-versed in recognizing customers’ financial services requirements
Cross sold services to meet and exceed sales quotas
Excellent spoken and written communication skills
Dedicated and detailed—high level of accuracy
A.G. Construction / Bookkeeper
March 2013 – March 2018, Bronx, NY
Managed all correspondence regarding new contracts and preparing proposals for new job sites.
Maintained balance sheets, ledgers payroll documents, bills and receipts, insurance documentation and all other various accounting functions.
Carried out all client needed tasks and requests for information on various ongoing job sites.
Created and updated scheduling from beginning to completion on new projects as well as interact with clients as to progress on completion.
Self-Employed / Title Closer
June 2004 – November 2009, Bronxville, NY
Independent contractor for mortgage closings, loan closings and legal signings.
Preparation of all mortgage and title documents.
Provided information through the mortgage process and signing with individual clients as well. as submitting all necessary paperwork to the appropriate recipient.
Submitted various documents to banks for funding, mortgage pay offs, title liens or tax payoffs.
Packaged documents, sent to both bank and title companies
Notarized all documents at the closings.
Guaranteed Home Mortgage / Loan Processor/Underwriter/Office Manager
February 2000 – June 2006, Stamford, CT
Managed 6 Loan Officers and 2 Loan Processors.
Reviewed the acceptance of Underwriting guidelines set forth by both the state and federal government.
Reviewed financial statements, applicable ratios, fraud detection and compliance.
Estimated the main property value, financial power and credit worthiness of potential borrowers.
Responsible for loan grants and their recovery time.
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Education
Good Counsel Academy / Academic
September 1976 – June 1980, White Plains, NY
Westchester Community College / Associates Degree
September 1980 - December 1982
In Lieu of Accounting Degree
Mercy College / Bachelors Degree
January 1982 – June 1984
In Lieu of Accounting Degree