Adam Klein

Loan Officer at PCL Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Redondo Beach, California, United States, US
Languages
  • English -
  • Spanish -
Skills

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Bio

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Credentials

  • NMLS License
    NMLS
    Feb, 2018
    - Nov, 2024
  • Life and Health with Disability Insurance License
    California Department of Insurance
    Feb, 2017
    - Nov, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2017
    - Nov, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)

Experience

  • PCL Financial Group
    • Financial Services
    • 1 - 100 Employee
    • Loan Officer
      • Aug 2020 - Present

  • CIVIC Financial Services
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Account Executive
      • Jun 2017 - Aug 2020

      Basic Lending Parameters - Non-Owner Occupied Residential Real Estate Investment Properties - CA, AZ, OR, FL, TX, WA, HI, CO, ID, NV, UT, TN, GA, NC, SC - Industry High LTV - Up to 80% (90% of Acquisition) - Fix & Flip up to 75% ARV Lending - $100k to $7 Million - Multi-Family Product Available (Up to 50 Units) - Fast Closings in 5-10 Business Days - 1/2/4 Year Term Options - Interest Rate Starts at 8.50% - Blanket Loans / Cross-Collateralized Loans - Stated Income and Asset-Based Lending - Residential Investment (SFRs, Condos, Townhomes) - NO FICO Requirement - Foreign National Program - First Trust Deeds Only - No Land, Retail, or New Construction Call (424) 336-7976 for Inquiries Show less

  • Independent Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Specialist
      • Jan 2017 - Jun 2017

  • Skyline Home Loans
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sales Intern
      • Jun 2016 - Sep 2016

      Assisted in various marketing projects as well as file retention by converting files to digital. Assisted in various marketing projects as well as file retention by converting files to digital.

  • Aztec Shops, Ltd.
    • United States
    • Retail
    • 100 - 200 Employee
    • Cashier
      • Jul 2015 - Sep 2015

      Managed the cash register ensuring it was balanced each day. Provided customer service to students through frequent communication and helping them navigate the bookstore. Assisted with everyday business operations. Managed the cash register ensuring it was balanced each day. Provided customer service to students through frequent communication and helping them navigate the bookstore. Assisted with everyday business operations.

  • California Commercial Investment Company
    • Westlake Village, CA
    • Acquisitions Associate
      • Jun 2013 - Aug 2013

      Underwrote and analyzed property cash flows. Gained customer service experience by communicating and assisting with the needs of various property managers. Underwrote and analyzed property cash flows. Gained customer service experience by communicating and assisting with the needs of various property managers.

Education

  • San Diego State University-California State University
    Bachelor of Arts, Economics
    2011 - 2016

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