Experience

United Nations DT SACCO

• Kenya
• Financial Services
• 1 - 100 Employee

• • May 2012 - Present

  • Establishing and promoting cordial relationship with customers, ensuring prompt attendance to their inquiries, and solving their problems to grant them maximum satisfaction.• Marketing UNSACCO brand by providing leadership on junior account fun day organized by the marketing department.• Identify and escalate priority issues and follow up for closure, maintaining issue tracker report.• Ensure professional, timely, accurate and efficient flow of information to and from members and other stakeholdersalways.• Participate in developing and updating brochures and flyers.• Performing Treasury/cash management co-custodian duties where I have developed and maintained good relationshipwith our stakeholders (Banks).• Ensure efficient and prompt handling of all Customer inquiries / complaints relayed by phone, letter, e-mail or inperson.• Document, sort or distribute and track customer inquiries/complaints as received through emails, calls, social media, and other platforms and ensure feedback is given within the UNSACCO SLA’s.• Ensure that customers’ confidential information is properly protected and only used for official purposes.• Preparing a list of annual budget Items for Fosa department for review by the Head of Department.• Proactively educate customers on any new products and maintain a track of customer trainings done.• Prepare and present to the supervisor the prescribed regular reports Daily/weekly and monthly.• Perform safe custody security documents management.Selected Achievements• Selected to spearhead changeover through development of the Sacco’s ERP system, working with the IT department to ensure effective use of new systems and improved efficiency.• I played a key role in the creation and maintenance of the organization's Enterprise Risk Management (ERM) system. This achievement was significant in ensuring the protection of the company's assets and managing cash flow, while also supporting business development and marketing efforts. Show less

• • Aug 2004 - Feb 2017

  • Making credit decisions on all Members loan and Staff Loans• Assist in preparation of budget performance and analyzing variances between approved and actual expenditures.• Undertake research and provide support to finance and budget officers with respect to budget reviews and relevantgovernmental and expert bodies.• Managing risk exposure.• Assist in preparation of supporting documents with respect to the finalization of cost estimates and budget proposal incredit department.• Conducting training and coaching to support development of the credit teams.• Supporting cross functional teams in formulating credit policies and review from time to time,• Monitor expenditures and compare with approved budget, prepare adjustments necessary.• Appraisal of credit applications and making recommendations to the approving authority for decision making,• Periodic reconciliation of accounts.• Preparing and submitting accurate and timely credit returns as required,• Vetting and scrutinizing loan application documents• Perfection of securities through monitoring property legal charges• Monitoring and control of loans• Extracting and compiling monthly loan performance reports • Generating defaulters’ reports and issuing recovery notices.• Perform treasury custodian duties.• Doubled up in credit and Finance duties for two Months ( 6th October 2010 to 6th December 2010). Show less

• • Oct 2010 - Dec 2010

  • Processing General Journals ▪ Daily member receipts postings.• General Ledgers reconciliation.• Preparation of weekly dash-board financial report.• Petty cash Management.• Daily verification of loans for disbursement.• Suppliers’ management and reconciliation.• Ensure timely month-end procedures and closure of the General ledgers.October 2010 to December 2010• Perform cash flow management duties of ensuring that there is sufficient funds to cover for the payments of Electronic fund transfers, ATM and Msacco transactions.• Booking of the Electronic Funds Transfer (EFT) payments into the Citibank platform.• Preparation for the year-end audit reports.• Monitoring the departmental performance in line with the existing organization Strategic plan. Show less

• • Jul 2004 - Sep 2004

  Manual and computer remittance reconciliations• Running office errands• Cheque writing• Receipt writing• Posting manual and computer cash books



Caltex Lubricants East Africa

• Kenya
• Oil and Gas
• 1 - 100 Employee

• Accounts Assistant

  • Nov 2000 - Aug 2001

  • Solving customer issues and responding to their enquiries Marketing products to customers • Facilitate staff product awareness training • Banking duties and cash flow analysis duties • Maintaining books of accounts • Bank reconciliation • Preparing and issuing clients monthly statements (Debtors/Creditors) • Extracting monthly and annual trial balance • Maintaining of Fixed Asset register • Preparation of Mid- year reports for interim external audit • Linking the company’s (Dealer) day-to-day activities with the head office. Show less