Long Term Consultant

• Dec 2022 - Present

Member - National Executive Committee

• Sep 2021 - Dec 2022

Representing the interest of Bunye Betfu SACCO employees and other financial institutions. Representing the interest of Bunye Betfu SACCO employees and other financial institutions.

Member - Management Board

• Oct 2019 - Nov 2022

Elected by Bunye Betfu SACCO employees to represent their interest in the Pension Fund Board. Elected by Bunye Betfu SACCO employees to represent their interest in the Pension Fund Board.

Loans Officer

• Jan 2018 - Nov 2022

• Providing effective, efficient, and professional service to clients. • Analyse applicant’s financial status, credit to determine feasibility of granting loan. • Explain to clients on available credit options and assist them to fill in loan application forms, credit agreements and check correctness of other relevant documents and process loans while also ensuring compliance with consumer lending & credit legislations and Cooperative’s Credit policy & procedures. • Assess and appraise applications received from clients holistically for credit worthiness and viability. • Communication: Provide information to members needed for loan application, status of loan application, balances/settlements, and any relevant issues. • Claims Management; Receive and check all claims (Insurance and Savings) made by beneficiaries of deceased member making sure that all necessary documents are submitted. • Keep records on all movement of each account. • Assist Finance department with Collections, reconciliations, and loans disbursement. • Negotiation of payment arrangements with customers who have delinquent loans. • Performed any other relevant duties as assigned by the Credit Supervisor. Show less

Acting Accounts Officer

• Mar 2019 - Sep 2019

• Received and dispatched cheques for bank deposits. • Prepared Procurement Evaluation Report and Award Recommendations. • Receipting, Reconciliation, Delivery of monthly Statements and Advise supervisor promptly on arrears. • Investigated and resolved any financial disputes raised by the front desk and credit team. • Prepared monthly reports on loans issued and reconcile with all bank statements. • Updated and reconciled member’s loan settlement receipts with collection accounts. • Monitored loan repayments and make prompt reminders to defaulting members. • Ensured an effective loan disbursement loan process and reconcile postings. • Performed any other relevant duties as assigned by the Financial Accountant Show less

Underwriting Consultant

• Sep 2013 - Nov 2017

• Consolidated quotes and negotiating terms with business clients, calculating the price of premiums, assessed whether special conditions should apply to policies and Conduct sales presentations. • Oversaw insurance proposals, assessed risks and decides whether the company should offer cover. • Analysed the risk if it should be partially shared with another insurer (known as re-insurance). • Attended & Resolved queries/enquiries from clients, market/sell our products, filling in forms, amend policies, capture data on the system and attend to claims. • Issued correct participation letters, membership certificates, membership cards and other relevant documents to clients. • Premium Collections. • Reconciliations and daily banking. (Prepared for finance department monthly audits on branch’s financials) • Managed the Branch. Show less

Broker Consultant

• Jan 2013 - Aug 2013

• Provided customer service, generate lists of prospective clients, conduct sales presentations, and sell various types of insurance policies to businesses and individuals on behalf of insurance companies. • Ensured that policy requirements are fulfilled, including any necessary medical examinations, submission of documents and the completion of appropriate forms. • Assisted the Brokerage Director in submitting of new business to the underwriter. • Provided customer service, generate lists of prospective clients, conduct sales presentations, and sell various types of insurance policies to businesses and individuals on behalf of insurance companies. • Ensured that policy requirements are fulfilled, including any necessary medical examinations, submission of documents and the completion of appropriate forms. • Assisted the Brokerage Director in submitting of new business to the underwriter.

Trainee Supervisor

• Oct 2009 - Oct 2012

• Procured stock, managed inventory and placed orders. • Ensured that products are accurately priced according to company standards. • Ensured adherence to Health and Safety Standards. • Ensured smooth operation of production equipment and machinery. • Facilitated training and Supervision. • Procured stock, managed inventory and placed orders. • Ensured that products are accurately priced according to company standards. • Ensured adherence to Health and Safety Standards. • Ensured smooth operation of production equipment and machinery. • Facilitated training and Supervision.