David Njiru

• Communication and Correspondence. Drafted memos and official correspondence for internal and external stakeholders. Responded promptly to client queries, providing accurate information and excellent customer service.
• Licensing and Documentation. Processed license applications and ensured compliance with regulatory guidelines. Reviewed and validated essential documents submitted by clients.
• Data Management and Reporting. Recorded and tracked relevant information in Excel spreadsheets. Generated reports summarizing financial activities and performance.
• Record Keeping and Archiving. Maintained accurate records of financial transactions and documents.

Achievements.

• Achieved 98.9% accuracy in data entry assignments. Issued over 100 licenses in strict compliance with regulatory guidelines.
• Accurately verified essential documents for prospective license applicants.
• Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.

• Facilitated Onboarding of New Clients. Successfully onboarded over 20 new clients to the Med-Source platform. Ensured seamless integration and provided exceptional support during the transition.
• Generated and Qualified Leads. Conducted client outreach to identify potential leads. Qualified leads based on specific criteria, optimizing the conversion process.
• Effective Lead Management. Tracked leads meticulously, ensuring timely follow-up and nurturing. Maintained a well-organized system for lead management.
• Client Satisfaction and Upselling. Fostered strong client relationships, resulting in high satisfaction levels. Leveraged upselling opportunities to enhance account growth.
• Accounts Receivable Support. Proactively contacted members with outstanding balances. Collaborated with finance teams to resolve payment issues promptly.

Achievements.

• Expanded client base by successfully onboarding over 20 new members.
• Maintained exceptional client satisfaction through efficient issue resolution and order fulfillment.

• Marketed, Networked, and Sold Financial Products. Successfully promoted and sold various financial products to clients. Developed strong networks within the industry to expand business opportunities.
• Financial Literacy and Empowerment Training. Conducted training sessions for clients, enhancing their financial knowledge and empowerment. Educated clients on budgeting, investment strategies, and financial planning.
• Client Compliance and Credit Assessment. Assessed client compliance with financial regulations and guidelines. Evaluated creditworthiness to determine loan eligibility.
• Loan Disbursement and Recovery. Managed loan disbursement processes efficiently. Proactively addressed defaulted loans and collaborated with clients for recovery.
• Loan Monitoring and Follow-Up. Monitored loan performance and evaluated repayment progress. Ensured timely follow-up on outstanding loans.

Achievements.

• Awarded best performer in loan disbursement nationwide in March 2022.
• Educated and assessed over 30 clients monthly on various loan options, guiding them towards informed decisions that fit their financial goals.
• Analyzed market trends to advise management on potential loan product developments.

• Transaction Records and Documentation. Maintained meticulous transaction records and organized financial documentation. Verified and accurately recorded daily financial transactions.
• Customer Relationship Management. Marketed banking products, fostering strong customer relationships. Reactivated over 50 dormant accounts, significantly contributing to branch recognition among the top 3.
• Cash Management. Sorted currency notes and coins efficiently. Managed daily cashbook entries.
• Meeting Minutes. Composed and distributed weekly meeting minutes.

Achievements.

• Reactivated over 50 dormant accounts, contributing to branch recognition among the top 3.
• Verified all financial transactions and vouchers accurately.

• Youth Development Researcher. Conducted data collection on student challenges during the COVID-19 pandemic. Mentored youth, providing guidance on life skills and coping mechanisms. Compiled and reported findings from the data collection process.
• Facilitated Inclusive Mentoring and Open Communication. Encouraged open dialogue between all parties involved in the mentoring process; fostered an inclusive atmosphere where diverse perspectives were valued.
• Conducted Engaging Virtual Training Sessions. Led virtual training sessions using web-based platforms while maintaining high levels of participant interaction and engagement throughout the event duration.

• Customer Support Services. Assisted members with inquiries and account-related issues.
• Loan Appraisals. Evaluated loan applications for Bosa and Fosa departments. Assessed creditworthiness and risk factors.
• Account Statements. Updated member account records.
• Teller Journals and Cash Reports. Reconciled daily transactions and verified accuracy.
• Microcredit Training and Reporting. Conducted training for self-help groups. Produced monthly loan status reports.
• Data Analysis. Utilized the Sacco Management Information System to collect, analyze, and interpret relevant data for informed decision-making.

• Youth Development Facilitator (Ages 12-16). Designed and delivered workshops on self-awareness, peer pressure, decision-making, and leadership skills. Prepared comprehensive reports assessing training outcomes and identifying challenges. Conducted data collection initiatives to understand rural student challenges.