Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

RACHEL MISINGO

DAR ES SALAAM

Summary

Finance and Accountancy professional with a strong foundation in financial data analysis and relationship management. Proven ability to ensure compliance while enhancing client satisfaction through effective communication and problem-solving skills. Highly skilled in multitasking and maintaining data accuracy, contributing to streamlined operations and organizational goals. Aspires to leverage financial expertise to drive operational excellence in dynamic environments.

Overview

4
4
years of professional experience

Work History

Intern

CRDB Bank plc
DAR ES SALAAM, TANZANIA
10.2024 - 02.2025
  • Assisted customers with online banking setup and troubleshooting issues.
  • Assisted customers with opening new bank accounts.
  • Analyzed credit reports and evaluated loan applications.
  • Provided support for loan applications, and processed mortgage paperwork.
  • Collaborated with other departments in order to resolve customer disputes.
  • Responded to customer inquiries and resolved account issues.
  • Ensured accurate data entry into the banks' computer system.
  • Reviewed loan applications for accuracy and completeness before submitting them for approval.
  • Managed daily branch operations, ensuring compliance with banking policies and federal regulations.
  • Fostered relationships with new and existing customers to expand the bank's client base.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Oversaw the processing of loan applications, from initial review to final approval and disbursement.
  • Analyzed financial statements to assess creditworthiness of commercial and individual clients.
  • Assessed customers' financial needs, and recommended appropriate solutions.

Intern

CRDB Bank plc
TABATA, DAR ES SALAAM, TANZANIA
10.2023 - 02.2024
  • Provided support services to Loan Officers during client meetings as needed.
  • Maintained customer files in an organized manner to ensure accurate tracking of loans.
  • Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
  • Prepared reports on new and existing loan activity for management review.
  • Assisted loan officers with the preparation of loan documents and closing packages.
  • Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
  • Input data into loan origination system accurately and timely.
  • Answered questions regarding loan status and process from customers, real estate agents, title companies.
  • Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
  • Provided administrative support to loan officers, including scheduling and document management.
  • Assisted in analyzing applicants' financial status, credit, and property evaluations.
  • Conducted preliminary loan interviews and gathered borrower information.
  • Assisted with the preparation and closing of loan documents.
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Monitored loan progress from application to closing, keeping all parties informed.
  • Facilitated the collection of additional documentation required for loan approval.
  • Ensured accurate data entry of loan application information into system.
  • Compiled and verified financial documents necessary for loan processing.

Field Student

NSSF
ARUSHA, TANZANIA
06.2021 - 08.2021
  • Created and maintained a database for tracking the pensioners' records, including contributions and withdrawals.
  • Provided customer service support to employees who have questions about their pensions.
  • Prepared reports summarizing the status of all active retirement accounts.
  • Conducted phone calls on a daily basis to inform customers to visit the office.

Education

Bachelor degree - B.D in Banking With Apprenticeship

INSTITUTE OF ACCOUNTANCY ARUSHA
ARUSHA, TANZANIA
07-2025

Diploma - Diploma in Finance And Banking

INSTITUTE OF ACCOUNTANCY ARUSHA
ARUSHA, TANZANIA
07-2022

Advanced Certificate of Secondary Education -

ZANAKI SECONDARY SCHOOL
DAR ES SALAAM, TANZANIA
05-2020

Certificate of Secondary Education -

CHRIST THE KING SECONDARY SCHOOL
DAR ES SALAAM, TANZANIA
11-2017

Certificate of Primary Education -

MISEWE PRIMARY SCHOOL
DAR ES SALAAM, TANZANIA
09-2013

Skills

  • Customer service
  • Financial analysis
  • Data entry
  • Regulatory compliance
  • Loan processing
  • Relationship management
  • Computer skills
  • Collaborative teamwork
  • Adaptability and flexibility
  • Quick learner
  • Verbal and written communication
  • Interpersonal and social skills
  • Dependable and reliable
  • Microsoft Office Suite
  • Telephone etiquette
  • Professionalism and etiquette
  • Multitasking and organization

Languages

Swahili
First Language
English
Advanced (C1)
C1

References

References available upon request.

Timeline

Intern

CRDB Bank plc
10.2024 - 02.2025

Intern

CRDB Bank plc
10.2023 - 02.2024

Field Student

NSSF
06.2021 - 08.2021

Bachelor degree - B.D in Banking With Apprenticeship

INSTITUTE OF ACCOUNTANCY ARUSHA

Diploma - Diploma in Finance And Banking

INSTITUTE OF ACCOUNTANCY ARUSHA

Advanced Certificate of Secondary Education -

ZANAKI SECONDARY SCHOOL

Certificate of Secondary Education -

CHRIST THE KING SECONDARY SCHOOL

Certificate of Primary Education -

MISEWE PRIMARY SCHOOL

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