brian juma

I am a qualified profession looking to join a team, bringing two years of both banking and accounting experience across various industries to help in effectively and accurately managing portfolio, analyzing credit portfolio, Data management, income statements, balance sheets, and other financial reports. 

PROFESSIONAL EXPERIENCE 

AFRICAN TOUCH SAFARIS

TITLE:CREDIT CONTROLLER

(2022JAN TO DATE)

Some of key duties

Reconcilliation of the clients statement of accounts

Amending of the invoices and submitting to the client for payment process withing the credit period specified.

Advising and moderating on credit limit for  a specific client depending on the responce to clear overdue bills.

Creating a good relationship with clients for the future mutual business support.

Managing the portfolio and growing it for sustainability of the business.

Engaging one on one with the clients in solving issues raised concerning payment and complains.

Following up for payment both long and withing the due payment periods.

FAULU BANK KENYA NGONG ROAD NAIROBI (HQ) 

TITLE-CREDIT RELATIONSHIPS OFFICER

(2021 MAY –OCTOBER 2021) 

Some of key duties 

• Verification of the loan and the customer at the employer’s level
• Booking of the loan depending on the portfolio assign (TSC)
• Making follow up calls to the relevant customer with arrears
• Responding to the branch emails 

TITLE-DATA CLERK (2021 JANUARY –MAY 2021)

Some of key duties include 

• Scanning the physical customers opening account forms 
• Uploading the document using the T24 SOFTWARE 
• Editing the individual customer identity code and updating it into the system 
• Keeping customers records up to date 
• Verification of customers account information 

KENYA WOMEN GROUP FINANCIAL TRUST 

TITLE - Assisting in due to corona outbreak; Portfolio Quality office(2019-june2020) 

Some of key duties include 

• Monitoring and payment control of assigned portfolio of clients using Company software. 
• Ensuring clients5 adherence to payment schedules through proactive follow up calls and reminders. 
• In case of clients overdue, identifying and implementing the most efficient debt recovery methods and techniques. 
• Following up on phone calls with overdue clients to ensure debtor’s accounts are up to date. 
• Maintaining records about clients5 financial status, reporting daily to the management. 
• Developing and strengthening clients relationships, regularly updating clients on Company policies and new products, providing tailor-made financial solutions through the range of products offered by the Company. 
• Providing training and sharing knowledge with Intems/Trainees employed by the Company. 
• Any other duty as may be assigned by the management. 

TITLE- LOAN  OFFICER ; 

November 2019-March2020 

Some of the Key Specific Duties include: 

• Authenticating all relevant data regarding client5 s personal details and loan specification and asset details on the Onboarding system. 
• Performing Clients5 credit risk assessment by checking client CRB statement, as well as verifying client5s financial data by other available tools. 
• Confirming receipt of client Mpesa statement and ensuring telephone number is 1821224Confirming the Mpesa deposits against ID no and amount on the deposit list 
• Filing and reviewing of loan documents. Updating file numbers on Mifos. Ensuring all document received from branches are complete. 
• Handling information requests from other departments, e.g. recovery team, front office, portfolio quality. 
• Assisting in handling client inquiries in respects to company products and services available. 
  • Balancing accounts and taking payments for services rendered, 

BROADCAST SOLUTION INTERNATIONAL NAIROBI

Title: ACCOUNTANT INTERN 

JULY 2018 to SEPTEMBER 2018 

Duties and Responsibilities 

• Reviewing bills and claims for accurate information, 
• Entering data into the company's database, 
• Handling incoming and outgoing email and physical mail,
• Maintaining and protecting employee payrolls, 
• Maintaining all staff files in the company's database,
• Preparing billing reports and other documents to provide to state or federal government agencies as needed, 
• Identifying and resolving problems and inaccuracies in date entries, and 
• Extensively interacting with clients, policy representatives, and other people as necessary to collect payments. 

FLAXEM SUNSYTEM 

JULY 2017 TO SEPTEMBER 2017 

TITLE: TRAINEE 

• Training on how to use sunsytem 

ACADEMIC & PROFESSIONAL QUALIFICATIONS 

TECHNICAL UNIVERSITY OF MOMBASA (SEPT 2015-APR 2019): 

BACHELOR OF BUSINESS ADMINISTRATION ACCOUNTING OPTION SECOND 

CLASS

BISHOP HANINGTON INSTITUTE MOMBASA-CPA SEC 1 -2 

ST ANTHONY'S BOYS HIGH SCHOOL KITALE -B+ 

SHANTI PRIMARY SCHOOL-360MARKS