Summary
Overview
Work History
Education
Skills
References
DECLARATION
Timeline
Generic
Rachel Misingo

Rachel Misingo

Arusha,Tanzania

Summary

Finance and Accountancy professional with a solid background in financial data analysis and building strong client relationships. Experienced in ensuring compliance while boosting client satisfaction through clear communication and effective problem-solving. Skilled at multitasking and maintaining accurate data, helping streamline processes and achieve organizational objectives. Aiming to apply financial expertise to excel in dynamic and fast-paced environments.

Overview

4
4
years of professional experience

Work History

Trainee

CRDB Bank plc
10.2024 - 02.2025
  • Assisted customers with opening new bank accounts.
  • Provided support for loan applications, and paperwork.
  • Take part in the dormant account activation project.
  • Ensured accurate data entry into the banks' computer system.
  • Fostered relationships with new and existing customers to expand the bank's client base.
  • Analyzed financial statements to assess creditworthiness of business and individual clients.
  • Assessed customers' financial needs, and recommended appropriate solutions.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.

Trainee

CRDB Bank plc
10.2023 - 02.2024
  • Maintained customer files in an organized manner to ensure accurate tracking of loans.
  • Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants..
  • Assisted in analyzing applicants' financial status, credit, and property evaluations.
  • Conducted preliminary loan interviews and gathered borrower information in order to determine eligibility for specific types of loans.
  • 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.
  • Facilitated the collection of additional documentation required for loan approval.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.

Field Student

NSSF
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.
  • 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

Skills

  • Customer service
  • Data entry
  • Loan processing
  • Computer skills
  • Adaptability and flexibility
  • Interpersonal and social skills
  • Microsoft Office Suite
  • Professionalism and etiquette
  • Multitasking and organization

References

  • LILIAN SACKNOY, Branch Manager, CRDB Bank plc, +255 715 122 129, Lilian.Sacknoy@crdbbank.co.tz
  • GODWIN MHINA, Manager Business Development, CRDB Bank plc, +255 754 990 377, Godwin.Mhina@crdbbank.co.tz
  • TINDWA MISAPE, Manager Customer Experience, CRDB Bank plc, +255 754 366 790, Tindwa.Misape@crdbbank.co.tz

DECLARATION

I declare that information provided is complete and correct to best of my knowledge. I understand that any false information supplied could lead to my application being disqualified or my discharge if I am appointed.

Timeline

Trainee

CRDB Bank plc
10.2024 - 02.2025

Trainee

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
Rachel Misingo