Lisa Dahlgren

Experience

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  Blue Chip Development Co

  Dec 1998 - May 1999

  Executive Assistant, Office Manager

  Oversaw activities of a rapidly growing startup, providing executive support and office management to ensure a seamless and goal-achieving operation. Handled various functions, including answering and screening phone calls, organizing email correspondence, maintaining calendars, scheduling travel, and coordinating and booking meetings and conferences.Select Highlights• Designed and implemented company protocols and processes to streamline operations and enhance productivity.• Edited and revised the employee manual and performance review forms. Show less

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  Chase

  Jun 1999 - Jan 2012

  Senior Loan Processor, Loan Officer Assistant, Underwriter

  Coordinated and managed loan processing, underwriting, and administrative activities in a high-pressure, deadline-driven setting. Performed as a liaison between borrowers, realtors, and title companies and took the lead on reviewing and analyzing files, preparing and verifying documents, processing applications, and executing detailed follow-up through closing to ensure successful completion. Select Highlights• Processed 30-50 loans monthly during the refi boom and received multiple awards as Outstanding Processor with placement into the 2 Service Stars program for providing excellent customer service to internal and external customers.• Exceeded monthly goals, capturing $25.5M (149 units) Jan-Jun 2002, $5.5M (34 units) Dec 2001, $7.7M (47 units) Nov 2001, and $5.9M (38 units) Oct 2001. Show less

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  Movement Mortgage [Arbor Mortgage Group, LLC]

  Jan 2012 - Nov 2023

  Transaction Coordinator, Loan Officer Assistant, Senior Loan Processor

  Supported Loan Officers by managing the real estate transaction process to facilitate the smooth and successful sale of residential properties. Served as a main point of contact for clients and employees and coordinates communication between clients, sales staff, realtors, and title companies during closing. Maintained current knowledge and compliance with internal policies and procedures to ensure adherence to state and federal laws, rules, and regulations and upholds the highest level of client confidentiality.Select Highlights• Organized and managed office and administrative operations, including answering phones, managing sensitive documents, purchasing supplies, and initiating and reviewing correspondence for internal personnel and external customers.• Authored email correspondence for two branch managers and coordinated and confirmed daily appointments.• Trained and mentored 10-20 new loan officers, processors, and receptionists on policies, procedures, and company CRM software.• Accurately processed 30-50 loans monthly, achieving acknowledgments and awards, including Loan Processor of the Month.• Continually received praise from company owners for stellar work efforts, leadership, and customer service. Show less

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  PBS Engineering and Environmental

  Nov 2023 - Feb 2024

  Project Administrator

  Supported Project Managers with project set-up. Maintained accurate and detailed project records, including contracts and change orders.• Prepared, processed, and distributed project/client invoices.• Performed general office administrative tasks (answered phone calls, shipping, provided support for meetings and events).