Summary
Overview
Work History
Education
Skills
References
Timeline
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JACKLINE NGUNGA

JACKLINE NGUNGA

Summary

Dynamic and organized professional skilled in fostering teamwork and motivating team members to achieve shared objectives. Strong problem-solving abilities and effective communication skills to drive team performance and ensure successful project completion. Committed to cultivating a collaborative atmosphere that enhances productivity and delivers impactful results, consistently striving to exceed expectations and contribute to organizational success.

Overview

3
3
years of professional experience

Work History

Team Leader

Platinum Credit
10.2024 - 04.2025
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Managed key accounts effectively, ensuring customer satisfaction and maintaining long-term partnerships.
  • Enhanced customer experience by addressing concerns promptly and providing tailored solutions based on their needs.
  • Provided comprehensive training programs for new hires to ensure they were well-equipped for success in the field.
  • Maintained a strong understanding of competitor offerings, enabling the team to better position our products and services in the market.
  • Expanded market reach by identifying untapped segments and developing targeted campaigns to attract new customers.
  • Exceeded sales targets consistently with effective management of leads, pipeline development, and closing deals.
  • Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Presented professional image consistent with company's brand values.

Field Coordinator

Platinum Credit
03.2024 - 09.2024
  • Delivered compelling sales presentations that highlighted key features and benefits of products or services, resulting in increased conversion rates. Relaying all the relevant information to our clients during loan processing including credit approvals.
  • Supporting sales teams with processes like documentation at the yard to ensure fast service delivery.
  • Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
  • Coordinated cross-departmental meetings to streamline project execution, fostering collaborative work environment.
  • Coordination with different departments as needed. Engaging with different teams to fasten the process delivery.
  • Enhanced communication strategies, ensuring clear and timely information exchange within team and with clients.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Collected, arranged, and input information into database system.
  • Educated staff on process flow, mission and goals to help employees achieve success. Loans were to be processed in under 6 hours to effectively assist clients with their emergency.
  • Using the company’s policy to do credit appraisals to ensure loans met the specific criteria required for us to pay loans within 6 hrs.
  • Engaging with the different teams to ensure loans are paid within 6 hrs. This is by ensuring loans are correctly bar coded and documentation done correctly.
  • Devised and implemented processes and procedures to streamline operations. Worked with teams to improve on timelines for scheduling and device installation.
  • Set performance expectations for the sales team, monitoring progress towards goals and providing constructive feedback as needed. Loans were to be correctly barcoded to ensure faster processing and customer satisfaction.
  • Training sales teams in different branches on the different processes involved and criteria to be met. Getting feedback on challenges faced and providing feedback to the different departments involved.
  • Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
  • Developed and executed training programs that significantly improved turn around time for loan processing.
  • Conducted regular reviews of operations and identified areas for improvement.

Loan Officer

Platinum Credit
07.2023 - 03.2024
  • Promote logbook loan products to potential customers.
  • Identify and target prospective clients through various channels, including phone calls, emails, and in-person meetings.
  • Conduct sales presentations and explain the benefits and terms of logbook loans.
  • Assist customers in completing loan applications and collecting necessary documentation.
  • Provide detailed information about loan terms, interest rates, and repayment schedules.
  • Address customer queries and concerns promptly and professionally.
  • Review and verify customers' vehicle logbooks and other required documents.
  • Assess the value of the vehicle and determine the loan amount based on its worth.
  • Ensure all paperwork is completed accurately and submitted for approval.
  • Build and maintain strong relationships with customers to encourage repeat business and referrals.
  • Follow up with clients to ensure customer satisfaction and address any post-sale issues including discharge of documents.
  • Debt recovery and collection. Liaising with clients and relationship officers to ensure loans are paid on time with minimal penalties.
  • Ensure all loan agreements comply with legal and regulatory standards.
  • Maintain accurate records of sales activities, customer interactions, and loan transactions.
  • Keep up-to-date with industry regulations and company policies.
  • Stay informed about competitors’ products and market trends.
  • Provide feedback to the management team on customer needs, competition, and market trends.
  • ROLES AND RESPONSIBILITIES

Direct Sales Representative

National Bank
11.2022 - 07.2023
  • Delivered compelling sales presentations that highlighted key features and benefits of products or services, resulting in increased conversion rates.
  • Selling various bank products and educating our customers on their benefits and even their use.
  • Cultivated strong client relationships through consistent follow-ups and timely resolution of concerns, ensuring repeat business opportunities.
  • Leveraged comprehensive understanding of product/service portfolio to craft tailored solutions addressing unique client needs.
  • Collaborated with team members to exceed sales targets, fostering a competitive yet supportive environment.
  • Spearheaded initiatives aimed at expanding company''s reach within new/existing markets, tapping into untapped revenue streams.
  • Boosted sales performance by developing and executing targeted marketing strategies.
  • Established trust with clients through transparent negotiations, ethical practices, and excellent service delivery standards.
  • Streamlined sales process by implementing efficient CRM systems for improved data management and tracking.
  • Reporting daily sales acquisitions
  • Attending activations organized by the bank.
  • Attending meetings.
  • Looking for potential customers and closing sales while ensuring their needs are met.
  • Providing different after sales services like helping our customers whenever they need us.
  • Product knowledge training
  • Answering customer calls and attending to them.
  • Any other duties assigned from time to time.

Sales Agent

ICEA LION
05.2022 - 09.2022
  • Sales and advertising of different insurance products.
  • Seeking out clients.
  • Doing follow ups on clients and offering after sale services to customers.
  • Attending unit meetings and writing meeting minutes.
  • Reporting our daily activities and experiences in the market.
  • Ensuring clients pay premiums to avoid lapses.
  • Handling customer complaints and concerns.


Education

Bachelor of Science - Actuarial Science

Daystar University
01.2020

International Computer Driving License - 1&2 (I.C.D.L)

Institute of Advanced Technology
01.2016

K.C.S.E - undefined

Buruburu Girls High School
01.2015

Skills

  • Sales proficiency
  • Team leadership
  • Collaborative teamwork
  • Team engagement
  • Documentation and reporting
  • Process enhancement
  • Effective relationship management
  • Effective complaint resolution
  • Telemarketing skills
  • Analytical problem-solving
  • Deadline management
  • Client relationship management

References

  • John Ian, Mwinamo, Branch Manager, 0757612522, Platinum Credit Ltd Mountain Mall Branch
  • Vincent, Makokha, Branch Manager, 0726586896, Platinum Credit Ltd IHL Branch
  • Simon, Wakaba, Branch Manager, 0720225590, SPU Branch
  • Martin, Waweru, Branch Manager, 0737101828, ICEA Lion Thika

Timeline

Team Leader

Platinum Credit
10.2024 - 04.2025

Field Coordinator

Platinum Credit
03.2024 - 09.2024

Loan Officer

Platinum Credit
07.2023 - 03.2024

Direct Sales Representative

National Bank
11.2022 - 07.2023

Sales Agent

ICEA LION
05.2022 - 09.2022

International Computer Driving License - 1&2 (I.C.D.L)

Institute of Advanced Technology

K.C.S.E - undefined

Buruburu Girls High School

Bachelor of Science - Actuarial Science

Daystar University

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JACKLINE NGUNGA