Simeon Otieno
Financial Assistant
Kakamega, Kakamega District,11
Summary
Dynamic finance professional with experience at Vihiga, excelling in invoice management and monthly reporting. Proven ability to maintain regulatory compliance while fostering strong client relationships as a Loan Officer at Inuka Kilifi. Skilled in Microsoft Excel and bank reconciliation, consistently delivering accurate financial data and enhancing customer satisfaction.
Overview
5
5
years of professional experience
1
1
Language
Work History
Finance Assistant
Vihiga
10.2022 - Current
- Supported the finance team by processing invoices and expense claims promptly and accurately.
- Entered financial data into company accounting system with stringent adherence to data security protocols
- Maintained accurate records of financial transactions in alignment with regulatory requirements.
- Organized budget documentation and tracked expenses to maintain tight business controls.
Loan Officer
Inuka Kilifi
02.2021 - 11.2021
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Education
Bachelor of Commerce - Finance
Cooperative University of Kenya
Nairobi, Nairobi Province, Kenya 04.2001 -
Skills
Microsoft Excel
Timeline
Finance Assistant
Vihiga
10.2022 - Current
Loan Officer
Inuka Kilifi
02.2021 - 11.2021
Bachelor of Commerce - Finance
Cooperative University of Kenya
04.2001 -
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