Kayla Allen
Credit Analyst at Wilbur-Ellis Agribusiness- Claim this Profile
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Bio
Experience
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Wilbur-Ellis Agribusiness
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United States
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Chemical Manufacturing
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100 - 200 Employee
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Credit Analyst
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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
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Summit Funding, Inc.
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United States
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Financial Services
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700 & Above Employee
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Loan Partner II - NMLS ID #2055148
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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
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AmeriSave Mortgage Corporation
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United States
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Financial Services
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700 & Above Employee
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Licensed Mortgage Specialist - NMLS ID #2055148
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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
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Allied Network Solutions
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Information Technology & Services
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1 - 100 Employee
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Accounting Clerk
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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
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Clutter
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United States
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Consumer Services
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100 - 200 Employee
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Warehouse Coordinator
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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
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American Family Insurance
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United States
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Insurance
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700 & Above Employee
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Sales & Marketing Specialist
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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
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Education
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Southern New Hampshire University
Bachelor's degree, Accounting and Finance