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, Tanzania07.2025
Diploma - Diploma in Finance And Banking
INSTITUTE OF ACCOUNTANCY ARUSHA
Arusha, Tanzania07.2022
Advanced Certificate of Secondary Education -
ZANAKI SECONDARY SCHOOL
Dar Es Salaam, Tanzania05.2020
Certificate of Secondary Education -
CHRIST THE KING SECONDARY SCHOOL
Dar Es Salaam, Tanzania11.2017
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
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