JACQUELINE ROGERS MWENDO
DAR ES SALAAM,TANZANIA
Summary
PERSONAL OBJECTIVES To work in a dynamic environment where education is acquired, experience, expertise and commitment to excellence will have valuable application. To be competent in an environment that would enable to fully utilize skills by reaching potential and to achieve the goals of the organization. PERSONAL PROFILE Enthusiastic, self-motivated, reliable, responsible and hard-working person. A mature team worker and adaptable to all challenging situations, Work well under pressure and adhere to strict deadlines. Work well both in a team environment as well as using own initiative. Creative and problem-solving skills.
Overview
12
12
years of professional experience
Work History
CUSTOMER ENGAGEMENT EXECUTIVE
CREDIT AND FINANCE
11.2022 - Current
- Product Sales Compliance through Customer Services that managed over 80% per day
- Assessment and screening customers loan request assessing risk ratios
- Ask questions to understand customer requirements and close sales, Take and process orders in accurate manner to customers to answer questions about products or company
- Contact potential or existing customers to inform them about product or service and Direct prospects to field sales team[energy officers].
- Evaluating clients' financial information presented by energy officers who deals with product sales
- Calculating and analyzing risk ratios of clients based on their credit score and financial by specific auto form that can reject or approve customers especially customers who takes out large amount of product loan e.g.: TV
- Approve or Reject customers loan based on amount of customers information presented and checked
- Check if customers understand means of payment plans presented to them by energy sales officers
- Assessment of financial documentation and assessing clients' creditworthiness
- Monitoring progress of loan application process and relaying any hindrances to customers
- Ensuring that loan applications are in line with company's financial policies, As well as state laws and regulations.
- I engage myself in research, report writings and do some digital sales and marketing mostly beauty products and explore learning about global techniques on digital marketing
- IPSOS
- Achieved sales goals and service targets by cultivating and securing new customer relationships
- Collaborated with upper management to implement continuous improvements and exceed team goals
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy
- Demonstrated products to show potential customers benefits and advantages and encourage purchases
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers
- Communicated product quality and market comparisons by creating sales presentations
DATA ENTRY CLERK
IPSOS
09.2019 - 12.2019
- SHORT TERM RESEARCH)
- Using questionnaire to update data that have been saved
- Doing physical data surveying to track information and online surveying
- Prepares data for computer entry by compiling data recording and sorting them to ensure completeness and accuracy of information
- Secures information by completing data that is given by clients
- Maintain confidentiality of interviewer and secure information
- To follow up questionnaires to understand what should be done or what is supposed to be changed due to comments given by peoples perspectives.
- Completed data entry tasks with accuracy and efficiency
- Organized, sorted, and checked input data against original documents
- Followed established procedures to enter and process data correctly
- Sorted documents and maintained organized filing process
- Communicated with supervisors and colleagues to process data quickly and resolve discrepancies
INSURANCE BROKER
PHARES, ARUSHA AND DAR ES SALAAM
08.2017 - 01.2018
- ARUSHA :ASSISTANT INSURANCE OFFICER-SALES AND MARKETING
- Underwriting all insurance products covers for clients..
- Approves claims of insurer soon after analyzing.
- Sales and marketing activities of insurance products.
- Doing sales and marketing of products that have been provided.
- Researching insurance policies and products
- Arranging insurance cover for clients with insurance provider.
- DAR ES SALAAM: ADMINISTRATIVE ASSISTANT AND UNDERWRITING.
- Collecting insurance premiums.
- Keeping detailed computer records like customer’s claims details example pictures to prove claim made to evade any fraud.
- Preparing reports for insurance underwriters.
- Advising clients on making claims on their policies.
- Renewing or amending existing insurance product and policies for client (insurer)
- Coordinate and maintain records for customers and staff.
- Prepare and modify documents including customer’s products, staff report, drafts, and emails.
- Maintain electronic and hard copy customer’s records.
- General clerical duties including photocopying, fax and mailing.
- Handled approximately 50% outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
ADMINISTRATIVE ASSISTANT AND UNDERWRITING
DAR ES SALAAM
08.2017 - 11.2017
- Collecting insurance premiums
- Keeping detailed computer records like customer’s claims details example pictures to prove claim made to evade any fraud
- Preparing reports for insurance underwriters
- Advising clients on making claims on their policies
- Renewing or amending existing insurance product and policies for client (insurer)
- Coordinate and maintain records for customers and staff
- Prepare and modify documents including customer’s products, staff report, drafts, and emails
- Maintain electronic and hard copy customer’s records
- General clerical duties including photocopying, fax and mailing
- Receive and direct visitors and clients
- Verified data integrity and accuracy
- Copied, logged and scanned supporting documentation and placed all information in client files
LOAN OFFICERS
BLUE FINANCIAL SERVICES
07.2013 - 01.2014
- Assist in preparation of Payment Vouchers
- Monitor and update account records of customers
- Analyze active loan files on regular basis and recommend solutions to speed up loan process
- Cashier(receiving customers restoration as loan payments) and administrative activities
- Customer services(answer phone calls and emails from customers and try to solve their problems)
- Respond to applicants' questions and resolve any loan-related issues
- Proper filing of documents
- Creating vendors for new payment to system.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements
- Developed strong relationships with customers through high levels of customer service
- Developed systems to efficiently track loan documents and enhance accuracy
- Originated, reviewed, processed, closed, and administered customer loan proposals
- Submitted loan applications to underwriter for verification and recommendations
- Maintained strict confidentiality of bank records and client information
- Collaborated with other departments to promptly process loan applications
- Negotiated loan terms to provide favorable outcomes for both customers and lenders
- Monitored performance of existing loan portfolios to identify and address any issues
- Compiled database of loan applicants' credit histories, financial statements and other financial information
- Advised clients on mortgage, education and personal loans
- Assisted customers in understanding loan terms and conditions to make informed decisions.
ASSISTANT INSURANCE OFFICER
TIGO
01.2012 - 01.2013
- Underwriting all insurance products covers for clients.
- Approves claims of insurer soon after analyzing
- Sales and marketing activities of insurance products
- Doing sales and marketing of products that have been provided
- Researching insurance policies and products
- Arranging insurance cover for clients with insurance provider., Taking care of customers, queries and complaints regarding tigopesa products through answering their calls
- Advising customers on how to go about their particular queries
- Researching and resolving problems on tigopesa such as wrong transfer, wrong agent code
- Pin number in corrections
- To assist customers on how to solve their problems in ways that they feel well served and welcomed
- Developed strategic plans for day-to-day financial operations
- Supported financial director with special projects and additional job duties
- Analyzed business processes to identify cost savings and operational efficiencies
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance
Education
Bachelor of Science - Insurance and Risk Management
Institute of Finance Management
DAR ES SALAAM11.2018
Bachelor of Science - Banking and Finance
Institute of Finance Management
DAR ES SALAAM11.2015
Advanced Certificate for Secondary Education - HGE
Arusha Secondary School
ARUSHA02.2012
Certificate For Secondary -
Kibosho Girls Sec School
MOSHI10.2009
Skills
- ROOTS AND SHOOTS
- ECONOMICS CLUB
- OTHER SKILLS
- Basic knowledge in Microsoft word, excel, PowerPoint, and E-mail and internet
- HOBBIES
- Listening to music, watching movies POV{ all those movies with good conversations ofcourse} get away travels,Dancing'well even though don't know how but still
Affiliations
Certificate Membership in Insurance and Risk Management Association(IRMA)
Languages
Swahili
Native language
English
Proficient
C2
REFEREES
YUSUPH H.MCHARO
* INSTITUTE OF FINANCE MANAGEMENT
* ASS LECTURER (INSURANCE & RISK MANAGEMENT)
* PHONE:+255717222457/+255739222457
* P.O.BOX 3918
* Dar es Salaam
* E-mail: y.mcharo@gmail.com
MR JULIUS MASSAWE
* GREENLIGHT SUNKING SOLAR
* SUPERVISOR-TEAM LEADER
* PHONE +255 76 410 7005
* ARUSHA NJIRO NANE NANE TASO GROUNDS
* Email:julius.massawe@sunking.com
MR ISAAC NYIRABU
* PHARES INSURANCE BROKER
* MARKETING AND SALES DIRECTOR
* PHONE +255 683690022
* MIKOCHENI ADJACENT SHOPPERS PLAZA DSM
* E-mail: info@pharesinsurance.com
Timeline
CUSTOMER ENGAGEMENT EXECUTIVE
CREDIT AND FINANCE
11.2022 - Current
DATA ENTRY CLERK
IPSOS
09.2019 - 12.2019
INSURANCE BROKER
PHARES, ARUSHA AND DAR ES SALAAM
08.2017 - 01.2018
ADMINISTRATIVE ASSISTANT AND UNDERWRITING
DAR ES SALAAM
08.2017 - 11.2017
LOAN OFFICERS
BLUE FINANCIAL SERVICES
07.2013 - 01.2014
ASSISTANT INSURANCE OFFICER
TIGO
01.2012 - 01.2013
Bachelor of Science - Insurance and Risk Management
Institute of Finance Management
Bachelor of Science - Banking and Finance
Institute of Finance Management
Advanced Certificate for Secondary Education - HGE
Arusha Secondary School
Certificate For Secondary -
Kibosho Girls Sec School
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