To work and grow with an organization in an integral, professional and adaptable manner, through the application of my administration and information technology skills . Talented finance professional with proven expertise in loan and credit management. Diligent in research and assessment for minimised client and business risk. Meticulous in maintaining accurate, up-to-date records.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work history
Relationship Officer
Letshego Kenya Ltd
Nairobi, Nairobi
10.2022 - Current
Liaised between customers, staff and stakeholders to maintain constructive communications.
Identified and implemented customer service and complaint handling advancements.
Kept track of current and potential clients needs to recommend new applicable products and services.
Achieved set KPIs with help from team leader and managers.
Maintained detailed knowledge of company offerings to recommend appropriate products to clients.
Educated customers about company products, services and special offers.
Reviewed client files to identify opportunities for cross selling.
Consistently exceeded monthly sales targets using exceptional negotiation skills.
Assessed financial strength and credit-worthiness of clients, evaluating individual criteria to determine most appropriate product.
Completed assigned caseload of loan applications.
Processed and underwrote loans, verifying consistent regulatory compliance with financial laws in all documention to maximise chance of approval.
Provided exceptional level of customer service at all stages of mortgage loan process.
Generated leads through sales presentations and cold calling to build new business, increasing sales revenue.
Explained payment terms and conditions for loans, offering one-on-one appointments for clients with complex loan needs to aid understanding.
Administrative Assistant
Westminster Commercial auctioneers
Nairobi, Nairobi
02.2022 - 07.2022
Took detailed minutes at meetings following instructions from senior team members.
Prepared, reviewed and submitted team expense reports.
Acted as main contact for internal and external clients.
Called maintenance team to perform repairs and inspections on office equipment.
Handled scheduling of meetings and calendar management for senior staff.
Dealt with routine enquiries at reception or by telephone and referred more complex matters to appropriate members of staff.
Coordinated and facilitated company social outings and lunches, showing up to event venues in advance to make preparations.
Ordered office supplies and researched new deals and suppliers.
Screened phone calls and routed callers to appropriate parties.
Received, sorted and distributed incoming mail.
Researched, analysed and summarised data for research.
Monitored and updated budget and account records.
Assisted managers in compiling and organising materials for meetings.
Kept and maintained accurate filing system for preservation of office information.
Made travel arrangements and booked accommodation for staff members.
Provided printing, photocopying scanning support to colleagues.
Typed and proofread documents produced by other staff members.
Scheduled meetings, conferences and appointments.
Kept files organised and up-to-date for accurate record-keeping purposes.
Administrative Officer
Nyanjega& co advocates
Kikuyu, Kiambu District
01.2021 - 01.2022
Offered excellent customer service to colleagues and external representatives, maintaining company reputation.
Handled diary management for smooth-running administration processes.
Managed queries in person, by phone and via email with exceptional customer care.
Provided dependable administrative support to senior staff, enabling them to freely handle high-importance tasks.
Managed the office petty cash
Followed up on any legal work in court.
Client Relationship Manager
Rich cloud solution ltd
Kikuyu, Kiambu District
09.2020 - 12.2020
Manage office petty cash.
Prepare the budget of the month .
Kept records of all contact with clients using CRM system.
Responded to customer queries and provided excellent customer service.
Provided professional and helpful support to new and existing clients.
Registered customer information to maintain accurate records.
Formulated surveys to gather feedback and improve customer service.
Education
Bachelor of Business Information Technology - Business and Technology
Riara University
Kenya
09.2016 - 04.2020
Skills
File and data retrieval systems
Data organisation
Travel arrangements and claims
Financial analysis
Sales expertise
Goal-oriented
Relationship building
Excellent work ethic
Customer service
loans process
Languages
English
Fluent
kiswahili
Fluent
Referees
C.E.O RICHCLOUD SOLUTIONS LTD. | Nairobi | Kenya
Mobile no: +254725751359
Email: sam@richcloud.co.ke
Mary nyanjega kariuki
Managing Partner at nyanjega &co advocates
Mobile no: 0723099959
Email: marynyanjega93@gmail.com
James Waweru Kamura
Branch manager at Letshego Kenya
Mobile no:0725496354
kamuraj@letshego.com
Timeline
Relationship Officer
Letshego Kenya Ltd
10.2022 - Current
Administrative Assistant
Westminster Commercial auctioneers
02.2022 - 07.2022
Administrative Officer
Nyanjega& co advocates
01.2021 - 01.2022
Client Relationship Manager
Rich cloud solution ltd
09.2020 - 12.2020
Bachelor of Business Information Technology - Business and Technology