Amy Feulner
Loan Administrator | Multifamily Lending at California Housing Finance Agency- Claim this Profile
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Bio
Credentials
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SharePoint 2019 Essential Training: The Basics
LinkedInJan, 2022- Oct, 2024 -
Project Management Professional Training (35 Contact Hours)
Master of Project AcademyApr, 2021- Oct, 2024 -
Real Estate License
California Department of Real EstateApr, 2018- Oct, 2024
Experience
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California Housing Finance Agency
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United States
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Financial Services
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1 - 100 Employee
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Loan Administrator | Multifamily Lending
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Feb 2022 - Present
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Nick Sadek Sotheby's International Realty
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United States
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Real Estate
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1 - 100 Employee
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Listing Manager | Transaction Coordinator | Real Estate Agent
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Sep 2017 - Aug 2020
*Under Judy Richardson, Lisa Lyford, and Nick Sadek -Managed purchase contracts from agreement to close -Managed marketing projects including newsletters, websites, presentations, social media, and more -Audited contract documentation for compliance with California real estate law and the brokerage's contract file requirements -Led twice-weekly meetings to provide recommendations and discuss project progress, operational issues, administrative needs, contracts, upcoming events and more -Created, implemented, analyzed, and streamlined processes and procedures -Trained and supervised support staff to complete procedural checklists and market properties -Managed the project management system by ensuring the tracking boards and calendars were current and accurate -Researched property information then uploaded to the Multiple Listing Service and other listing websites -Proofed and formatted informational and procedural forms -Corresponded via phone, text, email, and in person with clients, management, and anyone necessary to complete the responsibilities listed above
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Multifamily Utility Company
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United States
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Utilities
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1 - 100 Employee
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Account Administrator
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Dec 2014 - Dec 2016
-Managed a portfolio of accounts (multifamily buildings ranging from 5-400 units) -Designed and published marketing materials -Created internal instruction manuals for utility bill calculations -Performed market research to determine potential clients on Oahu, Maui, and the Big Island -Assisted in sales on Oahu, Maui, and the Big Island -Authored two articles on the benefits of utility submetering, which were published in building magazines -Performed customer service and collection coorespondence -Organized equipment inventory -Calculated utility bills using exported submeter data and utility rates -Troubleshot low voltage submeters -Performed utility submeter readings
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Office of Nadine LaFleur, Psy.D.
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Avila Beach, California
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Administrative Assistant
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2013 - 2014
-Analyzed patient medical and psychiatric history, then summarized for reports sent to the VA -Summarized psychological counseling sessions from the doctor's notes for reports sent to the VA -Designed patient intake forms for use -Greeted patients as the first point of contact in the office -Scheduled patient appointments by phone or in-person -Printed and organized psychological testing packets -Maintained patient files -Managed business coorespondence -Analyzed patient medical and psychiatric history, then summarized for reports sent to the VA -Summarized psychological counseling sessions from the doctor's notes for reports sent to the VA -Designed patient intake forms for use -Greeted patients as the first point of contact in the office -Scheduled patient appointments by phone or in-person -Printed and organized psychological testing packets -Maintained patient files -Managed business coorespondence
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Education
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California Polytechnic State University-San Luis Obispo
Bachelor of Science, Psychology (Individualized Course of Study - Business) -
Accredited Real Estate Schools, Inc.
Real Estate (Escrow) -
Granite Bay High School