Skills

  • Typing Skills
  • Customer service
  • Microsoft Word
  • English
  • Excel
  • Ms office
  • Office management
  • Sales
  • Accounting
  • Finance
  • Digital Advertising

Recommendations

Caroline Wanjiku

2/20/2023
9

"Excellent%
"

Experience

Brian Barno

Work experience
  • Direct Sales Representative at   KCB Group
  • Loans-Check off and Non Check off loans
  • Mobile banking
  • Insurance
  • Retail and personal account opening
  • Credit Cards

Brian Barno

Work experience
  • Evaluating credit worthiness by processing loan applications and documentation within specified
  • limits
  • Interviewing applicants to determine financial eligibility and feasibility of granting loans
  • Determining all applicable ratios and metrics and set up debt payment plans
  • Communicate with clients either to request or to provide information
  • Justify decisions(approvals/rejections) and report on them
  • Complete loan contracts and counsel clients on policies and restrictions
  • Update job knowledge on types of loans and other financial services
  • Maintain and update account records
  • Assess customer needs, explore all options and introduce different types of loans
  • Develop referral networks, suggest alternate channels and cross-sell products and services to
  • accomplish quotas
  • Go the extra mile to trust relationships, customer loyalty and satisfaction throughout the underwriting
  • process
  • Operate in compliance with laws and regulations and adhere to lending compliance guidelines
  • Achievements
  • Increase in loan sales
  • Achievement of set targets

Brian Barno

Work experience
  • Help prepare invoice and expenses reports
  • Analyze financial data
  • perform research for budgeting and financial forecasting
  • check financial documents and journal entry for accuracy
  • maintain financial files and documents
  • provide administrative support as needed
  • manage customer transactions and reconcile discrepancies
  • create and update database and excel spreadsheets
  • evaluate account statements for clients
  • perform verification of transactions
  • organize customer payments wires
  • keep positive customer support
  • prepare monthly reconciliation for various asset accounts
  • Achievements
  • Career Development
  • Experience in Accounting

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30208794 FaithPRODUCT CHAMPION at PROGRESSIVE CREDIT LIMITED
brendan WafulaSales and marketing at CMC Motors Group Ltd
DANIEL MURAGETRAINER/ACCOUNTANT/MONITORING AND EVALUATION OFFICER at latiaas.com

Caroline Wanjiku

2/20/2023
9

"Excellent%
"