Lisa Schleicher

Lisa Schleicher Email and Phone Number

Client Account Specialist @ Fragasso Financial Advisors
pittsburgh, pennsylvania, united states
Lisa Schleicher's Location
Greater Pittsburgh Region, United States
Lisa Schleicher's Contact Details

Lisa Schleicher work email

Lisa Schleicher personal email

n/a
About Lisa Schleicher

-Extremely fast learner, especially new technology and process-Ability to train others on new technology and explain process in usable terms-Ability to explain/translate transactional documents and contracts into understandable terms-Positive, enthusiastic, personable, relatable & professional-Outstanding communicator – I anticipate questions before asked and can envision next steps. I not only know when to ask questions but more importantly, which questions to ask-Resourceful – if I don’t have the answer, I’ll obtain the answer-Very savvy in social media marketing-Ability to work independently and take initiative without direct supervision. I also enjoy working in a team environment and contributing to success of that team-I make efficient use of time and have a great understanding of process and flow, how things work and next steps. As a project manager and in real estate, I got the project started, kept the project moving forward, managed issues along the way and brought the project to closure. -Quickly able to shift gears and adjust priority levels accordingly while maintaining composure-Trustworthy – I maintain strict confidentiality and manage sensitive situations with tact and professionalism

Lisa Schleicher's Current Company Details
Fragasso Financial Advisors

Fragasso Financial Advisors

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Client Account Specialist
pittsburgh, pennsylvania, united states
Employees:
43
Lisa Schleicher Work Experience Details
  • Fragasso Financial Advisors
    Client Account Specialist
    Fragasso Financial Advisors Dec 2022 - Present
    Wexford, Pennsylvania, United States
  • Dipaolo & Russo
    Post Closing
    Dipaolo & Russo Mar 2021 - Dec 2022
  • Keystone Closing Services
    Post Closing Coordinator
    Keystone Closing Services Aug 2020 - Nov 2020
    Sewickley, Pennsylvania, United States
    • Responsible for post-closing package intake and processing in a very high-volume deadline focused residential mortgage / refinance closing department• Quality control of Lender Packages to confirm full execution and required documentation are included per specific Lender instructions • Sort and upload executed closing packages into document management system• Quality control of Deeds, Mortgages, Powers of Attorney, Deed Agreements, etc. to confirm vesting, dates, signatures, and accuracy of property description in preparation for recording with County Recorder’s office• Record Deeds, Mortgages and ancillary documents in various counties utilizing electronic filing (Simplifile) or mailing to outlying counties; calculation of recording fees and confirmation of transfer tax; troubleshoot issues until successful recordation of same• Process 3rd party disbursement checks and invoices; Work with processors and/or agencies to obtain supporting invoices for each disbursement• Follow up and distribute recorded documents to Lender and/or Buyer• Obtain and distribute final Title Policy to Buyer• Manage inquiries regarding escrow holds; Release final escrow per escrow agreement; communicate with sellers/buyers and agents as needed for resolution and proper disbursement• Communicate with utility agencies regarding final invoice requirements, corrections and distribute refunds as necessary• Manage large volume of external inquiries from Lenders, Agents, Buyers/Sellers on current and/or previous closings; research to successfully resolve issues and follow up on same
  • Infinity Custom Homes
    Lead Generator, Model Home Marketing (Part-Time)
    Infinity Custom Homes Jul 2016 - Feb 2017
    Cranberry Twp, Pennsylvania
    -Enthusiastically market custom home builder and model home features to prospective clients-Engage with and quickly establish rapport with prospective clients to garner Lead information-Qualify Leads based on various parameters (intent, price point, timeframe, home to sell, desired location)-Provide detailed knowledge regarding floor plans, lot size, customization/options, builder process, warranties, available communities, surrounding area, school districts, and commute among others-Enter all Lead data in CRM software (InfusionSoft and Lasso) and follow up with Home Sales Specialist/Team-Continual training to solidify message and provide stellar experience for current and potential clients
  • Howard Hanna Real Estate Services
    Real Estate Sales Associate
    Howard Hanna Real Estate Services May 2015 - Jul 2016
    Cranberry Township, Pa
    -Represent clients during sale and/or purchase of residential real estate-Manage all phases of process to successfully bring transaction to closure-Market homes utilizing eAdvertising, social media, reverse prospecting, open houses-Provide staging techniques to best showcase home to prospective buyers-Provide outstanding customer/client service, communication, honesty and professionalism
  • Howard Hanna Real Estate Services
    Office Administrative Assistant
    Howard Hanna Real Estate Services Mar 2014 - May 2015
    Cranberry Township, Pa
    -Assist VP/Managing Broker with daily office functions to maintain smooth and efficient support for agents-Train agents on upgraded technology-related marketing tools and electronic transaction submission tools-Assist agents in marketing properties utilizing various collateral: brochures, mailers, social media-Assist agents in building personal website content to enhance social media presence-Develop brochure layout, content and photographs for high-end properties -Create and manage content for office Facebook page-Coordinate large-scale annual office fundraiser event
  • Abt Associates
    Executive Assistant To Chief Hr Officer (Remote)
    Abt Associates Nov 2012 - May 2013
    Bethesda, Md
    -Worked remotely from home (80%) and in office (20%)-Provide complex admin support to Chief Human Resources Officer-Manage/coordinate quarterly Human Capital & Compensation Committee Meetings for Committee Chair (CHRO) and Board Members-Develop PowerPoint presentations and various research projects to include data compilation and preparation of reports for presentation to President and Board Members in monthly and quarterly meetings-Extensive coordination of weekly multi-city travel schedule-Prepare/reconcile high volume of expense reports-Ability to re-prioritize and re-focus in constantly changing environment-Maintain absolute level of confidentiality on matters of highly sensitive nature-Exercise independent judgment and initiative on tasks/projects
  • Dla Piper
    Project Manager (Human Resources)
    Dla Piper Jan 2008 - Jul 2012
    Baltimore, Md
    -Manage and coordinate events including all HR meetings, HR Retreat, Director’s Planning Session, and multiple yearly Training Sessions (meeting logistics, travel logistics, preparation of meeting agenda and materials, facilitators, technical requirements, catering, and activities)-Manage and coordinate US firm Policies and Procedures Manual-Develop, monitor and report on various firm-wide Surveys (Performance Management, Wellness Initiative, Diversity & Inclusion)-Manage and report on internal exit interview process-Manage and coordinate annual Baltimore office United Way campaign (2005 – 2009)-Assist with annual projected HR Budget submission; Manage and monitor HR Budget on a monthly basis-Manage executive level recruiting interviews and interview process-Manage firm onboarding process for newly hired executives
  • Dla Piper
    Administrative Specialist To Chief People Officer - Us
    Dla Piper Jul 2007 - Jan 2008
    Baltimore, Md
  • Dla Piper
    Administrative Assistant To Chief People Officer
    Dla Piper Jun 2005 - Jul 2007
    Baltimore, Md
  • Dla Piper
    Legal Assistant - Corporate & Securities
    Dla Piper Aug 2004 - Jun 2005
    Baltimore, Md

Lisa Schleicher Education Details

Frequently Asked Questions about Lisa Schleicher

What company does Lisa Schleicher work for?

Lisa Schleicher works for Fragasso Financial Advisors

What is Lisa Schleicher's role at the current company?

Lisa Schleicher's current role is Client Account Specialist.

What is Lisa Schleicher's email address?

Lisa Schleicher's email address is ls****@****ors.com

What schools did Lisa Schleicher attend?

Lisa Schleicher attended Robert Morris University, Alan Kells School Of Real Estate.

Who are Lisa Schleicher's colleagues?

Lisa Schleicher's colleagues are Nadene Sales, Susan Cabin, Marsha Posset, Paul Mehno, Chfc, Ricp, Trevor Manley, Daniel Tatomir, Aif®, Jennae Backo.

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