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