CLIVE MWALLO
NAIROBI
Summary
Financial analyst recognized for exceptional productivity and efficient task execution. Expert in financial forecasting, risk management, and data analysis. Proven ability to solve complex problems and communicate effectively to drive business success. Experienced in collaborating with cross-functional teams in international organizations.
Overview
10
10
years of professional experience
Work History
Member Service Representative
UNITED NATIONS FEDERAL CREDIT UNION (UNFCU)
NAIROBI
04.2025 - Current
- Assisted members with account inquiries and transaction requests.
- Processed loan applications and verified member eligibility.
- Educated members on services and products available.
- Managed member information using internal database systems.
- Handled escalated member concerns with professionalism and care.
- Conducted outreach to promote financial literacy programs for members.
- Maintained compliance with credit union policies and procedures.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
Investment Impact Associate
UNITED NATIONS FEDERAL CREDIT UNION (UNFCU)
NAIROBI
11.2023 - 03.2025
- Analyzed investment opportunities to support member financial growth.
- Assisted in portfolio management to ensure optimal asset allocation.
- Conducted market research to identify trends and inform investment strategies.
- Prepared investment reports for internal stakeholders and members.
- Collaborated with team members on risk assessment and mitigation strategies.
- Provided client support through effective communication of investment options.
Customer Relations Officer
UNSACCO
NAIROBI
04.2022 - 10.2023
- Managed customer inquiries and resolved issues promptly and professionally.
- Maintained accurate records of customer interactions in CRM system.
- Collaborated with team members to enhance customer service processes.
- Provided product information and guidance to customers effectively.
- Developed and implemented strategies to improve customer engagement initiatives.
- Facilitated communication between departments to address customer concerns efficiently.
- Assisted clients in understanding loan products and application processes.
- Evaluated client financial documents for loan eligibility and compliance.
- Reviewed loan applications to ensure accuracy and completeness before submission.
Customer Service Executive
STANDARD CHARTERED BANK
NAIROBI
01.2021 - 03.2022
- Assisted customers with inquiries and resolved issues efficiently.
- Facilitated account openings and maintained customer records accurately.
- Managed cash drawers and balanced daily transactions.
- Maintained compliance with banking regulations and policies.
Operations Assitant
STANDARD CHARTERED BANK
NAIROBI
06.2015 - 12.2020
- Coordinated daily operations and administrative tasks for bank departments.
- Assisted in preparing reports and documentation for regulatory compliance.
- Managed communication between teams to ensure project alignment and efficiency.
- Supported client inquiries by providing timely information and assistance.
- Organized team meetings and documented action items for follow-up.
- Utilized software programs such as Excel, Word, Access, for data entry, analysis and reporting purposes.
Education
Master of Arts - Project Management
UNIVERSITY OF NAIROBI
NAIROBI12-2018
Bachelor of Arts - ECONOMICS
UNIVERSITY OF NAIROBI
NAIROBI12-2012
Skills
- Account management
- Loan processing
- Financial literacy
- Database management
- Regulatory compliance
- Customer service
- Financial analysis
Timeline
Member Service Representative
UNITED NATIONS FEDERAL CREDIT UNION (UNFCU)
04.2025 - Current
Investment Impact Associate
UNITED NATIONS FEDERAL CREDIT UNION (UNFCU)
11.2023 - 03.2025
Customer Relations Officer
UNSACCO
04.2022 - 10.2023
Customer Service Executive
STANDARD CHARTERED BANK
01.2021 - 03.2022
Operations Assitant
STANDARD CHARTERED BANK
06.2015 - 12.2020
Master of Arts - Project Management
UNIVERSITY OF NAIROBI
Bachelor of Arts - ECONOMICS
UNIVERSITY OF NAIROBI
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