Summary
Overview
Work History
Education
Skills
Timeline
PETER HAULE

PETER HAULE

DAR ES SALAA,

Summary

Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 9 years of Banking industry experience. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios. Aggressive investment banking professional bringing expertise in closing sales and bringing in new customers. Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR, contract administration, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and legal accounting structures. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

9
9
years of professional experience

Work History

Senior Bank Officer

MKOMBOZI BANK
DAR ES SALAAM
08.2018 - Current
  • Delivered high levels of customer service to facilitate smooth processes.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Managed pipeline for originated loans through closing and complete required management reports.
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Improved loan applications and documentation by informing applicant of additional requirements.
  • Provided customer service support throughout the entire process from application through closing.
  • Implemented procedures and policies that ensured adherence to internal controls.
  • Created reports on market trends, portfolio performance, and regulatory compliance.
  • Developed strategies to increase customer satisfaction in banking services.
  • Participated in industry forums and committees in order to stay abreast of latest trends and developments.
  • Conducted periodic audits to ensure accuracy of documents and records related to banking operations.
  • Organized workshops, seminars, conferences, and other events related to banking services.
  • Advised management on ways to improve operational efficiency within the bank's systems.
  • Negotiated contracts between banks and third parties such as vendors or suppliers.
  • Maintained relationships with existing clients while seeking out new business opportunities.
  • Developed marketing plans designed to promote specific products and services offered by the bank.
  • Coordinated with legal teams in order to ensure compliance with applicable laws and regulations.

Loan Officer

MKOMBOZI
DAR ES SALAAM
05.2016 - 07.2017
  • Delivered high levels of customer service to facilitate smooth processes.
  • Adhered to federal and state compliance guidelines relative to retail mortgage lending.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Managed pipeline for originated loans through closing and complete required management reports.
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Improved loan applications and documentation by informing applicant of additional requirements.
  • Negotiated terms and conditions of loan contracts.

Bank Teller

MKOMBOZI BANK
MOSHI
08.2015 - 04.2016
  • Welcomed customers and offered pleasant service during entire transaction.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Responded and assisted customers with account inquiries and updates.
  • Entered transactions into computer and issued customer receipts.
  • Took on additional shifts during busy periods to minimize staffing shortages.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.

Bank Officer

DIAMOND TRUST BANK
KAHAMA,SHINYANGA
04.2014 - 07.2015
  • Supervised preparation of documents, financial models and presentations.
  • Ensured accurate data entry into the banks' computer system.
  • Conducted performance evaluations, documented outcomes and made recommendations.
  • Educated clients on the benefits of various investment options.
  • Maintained records of customer transactions.
  • Reviewed bank policies and procedures to ensure accuracy.
  • Researched banking regulations to ensure adherence to laws.
  • Identified opportunities to improve customer service quality.

Education

BBA - Accounting And Finance

ST AUGUSTINE UNIVERSITY OF TANZANIA, IRINGA
11.2013

Skills

  • Value Selling
  • Customer Service
  • Customer Portfolio Management
  • Overcoming Objections
  • Research and Due Diligence
  • Revenue Generation
  • Trend Identification and Forecasting
  • Mortgage Banking and Analysis
  • Persuasive Negotiator
  • Due Diligence
  • Customer Service-Oriented
  • Employee Motivation
  • Self-Directed Mindset
  • Business Development
  • Loan Origination and Underwriting

Timeline

Senior Bank Officer - MKOMBOZI BANK
08.2018 - Current
Loan Officer - MKOMBOZI
05.2016 - 07.2017
Bank Teller - MKOMBOZI BANK
08.2015 - 04.2016
Bank Officer - DIAMOND TRUST BANK
04.2014 - 07.2015
ST AUGUSTINE UNIVERSITY OF TANZANIA - BBA, Accounting And Finance
PETER HAULE