Kimberly Allen

Kimberly Allen

Branch Manager Retail Lending


NMLS# 431903

1900 The Alameda Suite 100, San Jose, CA 95126 | Branch NMLS# 1666986

TESTIMONIALS
Biography

I am mother of three, wife to a wonderful husband, and I assist home buyers and homeowners with purchase loans and refinances. I was born in California, it’s where I raised my family, and where I began my finance career, in the heart of Silicon Valley, over ten years ago. In addition to my expertise in residential lending, I am dedicated to supporting real estate professionals in growing their business through education, coaching and resources. I assist them in staying on top of today’s ever-changing industry. Thanks to my exceptionally loyal clientele, remarkable business partners, and outstanding mortgage team, I am enjoying a thriving and growing lending practice. I truly enjoy the opportunity to serve homeowners and soon-to-be homeowners with solutions to help them with the financial decisions surrounding homeownership. I mostly serve my surrounding counties, Santa Clara, San Mateo, Alameda and Contra Costa. In addition, I serve many consumers throughout the state of California. I enjoy leading a team and watching my teammates grow as professionals, helping them reach their desired goals. I am a great person to work with because I find ways for all of us to succeed by listening to the needs of others and exploring solutions to challenges. I am able to use my coaching skills to help my team navigate their professional journeys.

My Philosophy

I am dedicated to providing sound mortgage solutions for my clients. With the wonderful, experienced team I have chosen, we are able to deliver exceptional service through an enjoyable and easy process. I am committed to maintaining high quality service by providing constant communication and sound solutions that will continue long after our clients’ transactions are completed. I am dedicated to building life-long relationships with both my clients and my referral partners. I want the people that come in contact with me to feel so satisfied with our services that they are proud to refer their family, friends and colleagues to me and my team. I am focused on being my clients financial professional for life.

Experience

I am a senior mortgage professional offering a complete spectrum of mortgage products, focusing in both areas of residential and commercial lending. I am also a certified professional business coach providing comprehensive “inside-out” methodology for significant and sustainable results to my professional clientele. I surround myself with highly experienced professionals in order to assist my clients with additional financial needs, other than mortgage financing, to help them grow and preserve their wealth.

Education

I am well-versed in financial advising from my past positions, holding both insurance and investment licenses. Most of my career before originating loans was dedicated to my clients’ financial portfolio management. I am a designated RCS-D - Real Estate Collaborative Specialist - Divorce- "Helping to prevent secured debt disasters in divorce real estate and preserve homeownership eligibility"

My desire to give back to my community has allowed me to be of service to a few organizations that I am passionate about. I have held roles such as volunteer Story Teller, Board of Director– Past President for Phase2Careers, Fundraising Chair for San Carlos Rotary, Auxiliary Member of The Butter Paddle, founder of To Your Point Business Book Club, Council Members for Business Forward and Membership, Board of Governor– Silicon Valley Capital Club and a few others. I am grateful for the many amazing opportunities that come my way, I will continue to strive for personal excellence and to be a positive role model in my professional and personal life.

Delivering the right loans for the right reasons in a way that exceeds all expectations. That’s our business. Since 1993, CMG Financial, has served home buyers and homeowners nationwide with all of their new purchase and refinance needs. All CMG Loan officers specialize in new purchase and refinance mortgage needs as well as act as a financial counselor to help borrowers make informed decisions.


Our diverse mortgage menu helps us find financing solutions for almost every borrower. We are dedicated to finding more ways to open more doors for home buyers. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!

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