Kayla Allen

Credit Analyst at Wilbur-Ellis Agribusiness
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

    • United States
    • Chemical Manufacturing
    • 100 - 200 Employee
    • Credit Analyst
      • Sep 2022 - Present

      Fresno, California, United States - Prepare routine credit-related reports - Review and analyze financial statements to provide informed credit recommendations on customer accounts - Develop automated workflows and dashboards in Smartsheet and PowerBI systems

    • United States
    • Financial Services
    • 700 & Above Employee
    • Loan Partner II - NMLS ID #2055148
      • Jan 2021 - Sep 2022

      Sacramento, California, United States - Prepare borrower files for processors and underwriters to further review - Work closely with borrower files from the start of an application to the funding date - Follow up with clients and third parties to gather required documents

    • United States
    • Financial Services
    • 700 & Above Employee
    • Licensed Mortgage Specialist - NMLS ID #2055148
      • Oct 2020 - Jan 2021

      Scottsdale, Arizona, United States - Conducted preliminary interviews with home loan applicants - Analyzed the financial viability of clients seeking to qualify - Gave recommendations to clients on lending programs and terms fit to them

    • Information Technology & Services
    • 1 - 100 Employee
    • Accounting Clerk
      • Mar 2020 - Oct 2020

      Rocklin, California, United States - Reviewed, verified, & processed accounts payable and receivable transactions - Assisted with preparation of monthly reports and journal entries - Researched and followed up on delinquent accounts

    • United States
    • Consumer Services
    • 100 - 200 Employee
    • Warehouse Coordinator
      • Jul 2019 - Mar 2020

      Tracy, California - Worked closely with leadership to implement processes within the warehouse - Handled invoices, submitted purchase orders, and managed expense reports - Managed and maintained all third-party vendor relationships - Analyzed and tracked warehouse inventory information and data

    • United States
    • Insurance
    • 700 & Above Employee
    • Sales & Marketing Specialist
      • May 2018 - May 2019

      Manhattan, KS - Initiated and closed insurance sales with current and prospective clients - Assisted in goal development for the agency through production data analysis - Managed all social media and internet marketing campaigns and programs Assisting with file and data management and other related administrative tasks

Education

  • Southern New Hampshire University
    Bachelor's degree, Accounting and Finance
    2017 - 2019

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