Elvis Maina
Relationship Officer
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About
A motivated and detail-oriented Economics and Finance graduate from Kabarak University with practical experience in credit, member services, business development, warehouse operations and dispatch verification. Experienced in loan processing, cash-flow analysis, business appraisal, KYC documentation, customer service, goods verification, stock accountability and financial record management. Possesses strong analytical, communication and problem-solving skills, with a keen interest in financial services, credit management and data-analysis and business development.
Eager to apply academic knowledge and practical experience while continuing to develop professionally in a dynamic finance or business environment.
Experience
Relationship Officer - BRISK CREDIT LTD
(2026-08 - 2026-10)
- Responsible for client acquisition, prospecting, marketing and identification of new business opportunities.
- Conduct client onboarding, KYC verification and preliminary credit assessments, ensuring supporting information and documentation are complete.
- Support loan application processing, appraisal, disbursement follow-up and ongoing client account monitoring.
- Conduct field visits and client due diligence to verify business operations, residential details and repayment capacity.
- Follow up on repayments and support collections while maintaining accurate client and portfolio records.
- Build and maintain client relationships, update sales pipelines and contribute to daily activity and performance reporting.
Credit & Member care Intern (Industrial Attachment) - FORTUNE SACCO SOCIETY LTD
(2025-01 - 2025-03)
- Assisted in processing and reviewing loan applications while ensuring completeness and accuracy of supporting documentation.
- Conducted basic cash-flow analysis and business appraisals to support assessment of members’ loan repayment capacity.
- Assisted in verifying members’ eligibility for different loan products and reviewing relevant KYC documentation.
- Prepared and processed loan-related documents, including loan request transfers, demand letters, notice letters, exemption forms and various loan application forms.
- Guided members on loan application procedures, required documentation and relevant Sacco products and services.
- Assisted in processing M-PESA and advance loan applications, ensuring information was accurately captured and supporting documents properly filed.
- Maintained organized physical and electronic records through scanning, filing and retrieval of credit and member documentation.
- Support the Credit and Member care teams in day-to-day operations while maintaining confidentiality and accuracy when handling members’ financial information.
Warehouse & Loading Checker - V.P.P SHAH DISTRIBUTORS LTD
(2021-05 - 2022-12)
Worked May 2021 – August 2021 & September 2022 – December 2022.
- Counted and verified goods packed for delivery to ensure quantities matched customer orders and delivery notes.
- Inspected items during loading to confirm accuracy, completeness and compliance with dispatch requirements.
- Ensured the correct products and quantities were loaded onto designated delivery vehicles.
- Coordinated with warehouse staff, loaders and dispatch personnel to support timely and accurate deliveries.
- Identified and reported discrepancies, damaged goods and missing items before dispatch.
- Maintained accurate loading records, supported stock control and accountability, and ensured goods were properly arranged and secured to minimize damage during transportation.
Education
Bachelor of Science - Economics & Finance - Kabarak University (2021 - 2025)
