Amanda Wan
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Amanda Wan Email & Phone Number

Project Manager and MBA Graduate at Ambitus Partners
Location: Temple City, California, United States 6 work roles 3 schools
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Current company
Role
Project Manager and MBA Graduate
Location
Temple City, California, United States

Who is Amanda Wan? Overview

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Quick answer

Amanda Wan is listed as Project Manager and MBA Graduate at Ambitus Partners, based in Temple City, California, United States. AeroLeads shows a matched LinkedIn profile for Amanda Wan.

Amanda Wan previously worked as Project Manager at Ambitus Partners and Notary Public at Self-Employed. Amanda Wan holds Master Of Business Administration - Mba from California State University, Long Beach.

Company email context

Email format at Ambitus Partners

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Ambitus Partners

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Profile bio

About Amanda Wan

Master of Business Administration (MBA) graduate with 4+ years of experience performing management level duties, such as restructuring internal business practices, streamlining business operations, and overseeing accounting. Proficient with training, leadership, databases, accounting, and client interactions. Knowledgeable on RBJ software, escrow processes, business process improvement (BPI), and business proposals.

Listed skills include Microsoft Office, Microsoft Word, Microsoft Excel, Conversational Cantonese, and 2 others.

Current workplace

Amanda Wan's current company

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Ambitus Partners
Ambitus Partners
Project Manager and MBA Graduate
AeroLeads page
6 roles

Amanda Wan work experience

A career timeline built from the work history available for this profile.

Project Manager

Current
  • Assess problems or questions to propose solutions and implementing those solutions to improve operational efficiency
  • Responsible for: overseeing operations, setting deadlines, monitoring progress, and ensuring deliverables are on time
  • Identify and manage potential risks and blockers
  • In charge of keeping stakeholders informed, resolving issues, and communicating with higher-ups, clients, and vendors
  • Maintaining project documentation and using project management tools such as Agora and Yardi
Jan 2024 - Present

Notary Public

Current
Self-Employed
  • Travel to meet client(s) - varying from 1 to 8 clients per day
  • Explain the contents of Escrow, Lender, and Loan Broker documents without being legally liable
  • Notarize documents, administer oaths, and verify and record clients’ identities
Sep 2021 - Present

Administrative Assistant

Trigent Realty Inc
  • Organize purchase, sales and rental contracts, disclosures, and documents, including bills pertaining to the transactions
  • Generate California Association of Realtor (C.A.R. forms)
Jan 2020 - Dec 2023

Escrow Assistant

Champion Escrow Inc.
  • Worked with numerous title and insurance companies, banks, and brokerages to verify critical information such as loan amounts, fees, coverage, and credit for real estate agents and clients
  • Managed inbound and outbound mail for FedEx, GLS, title messengers, and US mail in addition to scheduling client pick-ups
  • Generated datasheets to track and catalog client data and information using RBJ software to ensure data integrity and accuracy
  • Performed the escrow process from initial open package generations to final closing packages for residential, commercial, and business sales, including filing of documents, packaging loan documents, and funding the loan
  • Handled all incoming and outgoing calls for the business, while screening for potential fraudulent callers
Dec 2017 - Jan 2022

Administrative Assistant

Aga John, Inc. & Faring Capital

West Hollywood, CA

  • Managed business records and leases, while reorganizing information on managed rental and privately owned properties
  • Oversaw the bulk of the business’s personal finance and business accounting on Excel and QuickBooks
  • Discovered and corrected a major database issue with missing leases, preventing significant future financial losses in rental lease errors
  • Revamped and streamlined the archaic paper log system that was used, replacing it with an electronic document system for faster retrieval and reliable storage
  • Performed primary checks on different documents, including invoices prior to secondary checks performed by accounting controllers and accounting assistants
  • Proposed a number of modern business practices and ideas which were incorporated into the business model such as converting digitizing all physical files and physical invoices
Jun 2017 - Dec 2017

Internship

Temple City, California

  • Escrow Officer Assistant
  • Assisted with filing, openings, closing, document generation
  • Extensively trained on navigation and use of RBJ software for database use
  • Organized incoming and outgoing mail for FedEx, US mail, title messengers, and pick-up
  • Handled incoming and outgoing calls, along with screening for fraudulent callers
Feb 2017 - Jun 2017
3 education records

Amanda Wan education

Bachelor’S Degree, Business Administration And Management, General

Activities and Societies: Beta Phi Delta, a co-ed community service fraternity

Ged

Temple City High

Activities and Societies: TCHS Advanced Orchestra and TCHS Advanced Dance

FAQ

Frequently asked questions about Amanda Wan

Quick answers generated from the profile data available on this page.

What company does Amanda Wan work for?

Amanda Wan works for Ambitus Partners.

What is Amanda Wan's role at Ambitus Partners?

Amanda Wan is listed as Project Manager and MBA Graduate at Ambitus Partners.

Where is Amanda Wan based?

Amanda Wan is based in Temple City, California, United States while working with Ambitus Partners.

What companies has Amanda Wan worked for?

Amanda Wan has worked for Ambitus Partners, Self-Employed, Trigent Realty Inc, Champion Escrow Inc., and Aga John, Inc. & Faring Capital.

How can I contact Amanda Wan?

You can use AeroLeads to view verified contact signals for Amanda Wan at Ambitus Partners, including work email, phone, and LinkedIn data when available.

What schools did Amanda Wan attend?

Amanda Wan holds Master Of Business Administration - Mba from California State University, Long Beach.

What skills is Amanda Wan known for?

Amanda Wan is listed with skills including Microsoft Office, Microsoft Word, Microsoft Excel, Conversational Cantonese, Rbj, and Notary.

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