Amy Hall, CLFP

Experience

• 

  Hewlett Packard Enterprise

  Sept 1998 - Sept 2002

  Senior Contract Administrator

  • Coordinated customer financial agreements for Hewlett Packard servers.• Entrusted with handling HP’s most complex deals with start-ups and key accounts.• Forecasted monthly funding transactions.• Met or exceeded forecast results and predicted which deals would fund during upcoming week or month.• Facilitated several million dollar deals on tight deadlines. • Provided answers to customers questions regarding detailed leasing documentation.• Received award for exceptional customer service. Show less

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  Equity Office

  Oct 2002 - Mar 2003

  Property Lease Administrator

  • Reviewed approximately 10 property contracts per month for Silicon Valley office buildings. • Processed realtor commissions and entered transaction information into property database.

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  First Citizens Bank

  Aug 2003 - Jul 2004

  Mortgage Assistant

  • Assembled and processed average of 10 mortgage applications per month.• Cleared titles, assured adequate insurance coverage and verified adherence to government compliance regulations.• Obtained credit history reports and maintained credit files for new and existing customers. • Assisted approximately 50 clients throughout mortgage closing process. • Ensured timely completion of mortgage process by following up with vendors including insurance companies, contractors and realtors. Show less

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  Temecula Valley Bank

  Mar 2008 - Jun 2009

  Funds Control Processor

  • Processed loan payments, daily loan advances and client wire requests. • Maintained 50 client files.• Completed UCC filings, OFAC certifications and ensured timely administration of insurance certificates.

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  CoreTech

  Feb 2010 - now

  • Establish close working relationships with approximately 25 active clients and respond to inquiries or requests during documentation and funding process.• Manage all transactional issues and operational needs throughout life of lease.• Document and fund lease transactional business from deal approval through booking.• Act as liaison between customers and vendors to avoid problems during ordering process.• Produce Lender Funding Documentation including Notes, Security Agreements, Amortizations, and Pay Proceeds including related Lender Fees. Finalize Cash Outlays.• Track lines of credit and credit expirations, issue Letters of Credit, collaborate with sales for current financial requirements, and maintain credit lines with banks.• Compile and distribute full Master Lease Package after negotiation including Incumbencies, Ordering Procedures and Insurance Requirements.• Collaborate with Sales and Management on funding hold-ups or non-standard issues that arise.• Field inquiries from Lender Documentation and Funding Department. Develop solutions to alleviate any issues blocking the finalization of funding.• Implement revisions to client files, documentation or operational processes, including accounting or PFSC.• Handle changes to funded schedules including issuance of related paperwork for deal activities.• Provide vendors necessary documentation to move forward with billing. Manage all sales tax questions.• Track hardware and software variances through Purchase Summary Worksheets.• Coordinate client and lender schedules throughout process to meet payment deadlines.• Spearhead all aspects of Schedule creation.• Complete Rate Adjustment Worksheet and obtain pricing approval.• Devise solutions for all non-standard documentation situations such as UCC Searches, Equipment Returns, Credits, unplanned cost increases, and Location Changes. Show less

  • SVP of Client Experience

    Mar 2022 - now

  • Director of Lease Administration

    Aug 2019 - Mar 2022

  • Contract Specialist

    Feb 2010 - Aug 2019