Kamren Allen
Dallas
Summary
Experienced with loan structuring, credit analysis, and financial consultation. Utilizes in-depth knowledge of lending regulations to provide accurate and compliant financial advice. Track record of building strong client relationships and delivering tailored loan solutions.
Overview
5
5
years of professional experience
Work History
Loan Advisor
Curated Capital
03.2024 - Current
- Advised clients on loan options, ensuring alignment with financial goals and needs.
- Processed loan applications efficiently, maintaining thorough documentation and compliance standards.
- Educated clients on loan terms, conditions, and repayment plans to facilitate informed decisions.
- Collaborated with underwriting teams to expedite approval processes and resolve issues promptly.
- Streamlined the loan application process for clients by effectively communicating requirements and providing guidance.
- Increased referral business by fostering strong relationships with real estate agents and other industry professionals.
- Expedited loan processing times by maintaining clear communication channels between internal departments and external partners.
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
Acquisition Manager
Ninety9 Capital
01.2023 - 2024
- Negotiated deals with sellers and brokers
- Collaborated with team members to close acquisitions
- Utilized financial modeling to evaluate investment opportunities
- Managed relationships with external partners and investors
- Hosted Tours and walkthroughs for buyers
- Developed and executed acquisition strategies to enhance portfolio growth.
- Conducted market analysis to identify potential investment opportunities.
- Built strong relationships with potential acquisition targets, fostering trust and open communication throughout negotiations.
Real Estate Advisor
Rising Phoenix Real Estate
01.2023 - 01.2023
- Real Estate Advisor at Rising Phoenix Real Estate for 6+ months, providing comprehensive real estate services to the company's clients. Utilized excellent customer service and sales skills to provide effective advice and solutions:
- Negotiated sales contracts
- Outbound lead generation
- Managed client relationships
- Executed financial transactions
- Coordinated legal documents
- Monitored local real estate markets
- Hosted Tours and Walkthroughs for Buyers
Real Estate Advisor
Tarch Management
01.2021 - 01.2023
- I was employed as a RE Advisor at Tarch Management for two years, delivering outstanding customer service and achieving a comprehensive knowledge of investment properties. Responsibilities included:
- Developing lead generation strategies
- Building relationships with clients
- Negotiating pricing
- Ensuring seller and buyer satisfaction
- Analyzing market trends
- Maximizing sales
- Hosted Tours and Walkthroughs for Buyers
Education
Bachelors - Business
University of Houston
Houston, TX01.2019
Skills
- Communication
- Networking
- Time Management
- Decision Making
- Leadership
- Negotiation
- Problem Solving
- Organization
- Computer Proficiency
- Financial Analysis
- Responsiveness
- Customer Service/Experience
- Phone Etiquette
- Loan structuring
- Documentation review
- Portfolio management
- Credit assessment
- Applicant communication
- Leadership skills
- Reliability
- Client relationship building
- Loan servicing
- Analytical and critical thinking
Timeline
Loan Advisor
Curated Capital
03.2024 - Current
Acquisition Manager
Ninety9 Capital
01.2023 - 2024
Real Estate Advisor
Rising Phoenix Real Estate
01.2023 - 01.2023
Real Estate Advisor
Tarch Management
01.2021 - 01.2023
Bachelors - Business
University of Houston