Gracepurity Wanja

Detail-oriented professional with over 10 years of experience in financial advisory and credit management. Proven ability to develop comprehensive financial plans, evaluate creditworthiness, and manage loan portfolios. Adept at streamlining client onboarding, preparing financial reports, and ensuring regulatory compliance. Eager to leverage analytical skills and client relationship management expertise to contribute to [Target Company Name]'s success.

Independent Travel Manager at Dreamport (2026-06 – 2026-09)

• Coordinated international travel bookings and managed customer support, including itinerary planning, ticket changes, and exchanges, demonstrating strong time-management and organizational skills.
• Resolved booking modifications, refunds, and schedule changes in compliance with airline policies, effectively managing multiple priorities in a time-sensitive environment.
• Advised clients on travel options and provided consultations, showcasing exceptional communication skills and a professional demeanor.
• Maintained accurate customer records and ensured high levels of customer satisfaction through attentive service and follow-up

Financial Advisor at Britam Insurance Company (2025-07 – 2026-06)

• Streamlined client onboarding and investment account setup, enhancing overall client experience and satisfaction.
• Coordinated client appointments and effectively addressed inquiries, demonstrating exceptional communication skills.
• Authored detailed financial reports and documents, ensuring accuracy and attention to detail.
• Maintained compliance with industry regulations and safeguarded the confidentiality of sensitive client information.

Relationship Officer-Credit at Equity Bank (K) Ltd (2013-05 – 2025-06)

• Evaluated creditworthiness of potential borrowers through comprehensive financial analysis, minimizing default risks and ensuring sound judgment in loan feasibility.
• Reviewed applicants' financial status and credit evaluations, managing the loan portfolio with strong attention to detail and critical thinking.
• Initiated corrective actions by conducting regular account reviews to proactively identify potential risks in the credit portfolio.
• Coordinated timely decision-making on loan applications by effectively communicating with internal stakeholders and managing approval processes.
• Maintained meticulous records and performed data entry, demonstrating strong organizational abilities and time-management skills.

Bachelor of Arts in Human Resources Management – Kenyatta University (2005-09 – 2010-12)