Loan Consultant at Finbond Mutual Bank (2024-04 – 2025-02)
Served as Loan Consultant at Finbond Mutual Bank, responsible for account managementj and loan processing.
- Assisted with account openings and closures
- Processed transactions on the Nupay and CBS Banking software
- Assessed client credit report using XDS system
- Assessed clients financial needs to recommend suitable lending products
- Processed loans and account applications on Delfin system
- Developed business strategies to meet client needs
Online Loan Consultant at Citi Cash Loans (2024-01 – 2024-03)
Worked as Online Loan Consultant managing loan applications and client portfolios.
- Assessed client loan applications
- Managed loan portfolios
- Conducted marketing efforts to expand client base
- Used Excel and other spreadsheet software to manage client data and track payments
- Explained loan options to clients
- Processed payments to clients
Branch Manager at Vanco Financial Services (2018-09 – 2023-12)
Promoted to Branch Manager for exceeding targets. Managed branch operations, client assessments, and financial reporting.
- Assessed client credit worthiness using Expirian system
- Promoted to Branch Manager for exceeding targets
- Evaluated client affordability on Delfin system
- Generated marketing ideas to boost client numbers
- Processed payments on allps system
- Handled company books to manage cash flow and track expenses
- Prepared financial reports
- Worked with Excel tool for financial tasks and data analysis
Cashier at Ok Foods (2018-01 – 2018-08)
Handled in-store cash operations and customer service.
- Handled in-store cash and card transactions using POS
- Resolved customer complains
- Ensured accurate cash handling and end-of-shift drawer
- Bagged and wrapped goods for customers
- Handled customer queries
General Assistant at Be Home Furnitures (2017-06 – 2017-12)
Provided general assistance with store operations and customer service.
- Assisted with receiving and checking new stock deliveries
- Monitored emails and answered phone calls
- Provided friendly and efficient service
- Assisted with the day to day store operations
- Processed transactions and handled customer payments
- Provided excellent customer service