Peter Kabii

With 5 years’ experience, an accounting professional with excellent knowledge of financial and cost accounting, standards and tax advisory and problem-solving skills; with proven record of maintaining clean portfolios and managing clientele.  Have great communication skills and ability to multitask under strict deadlines. Works well independently as well as collaboratively in a team setting consistently delivering accurately and able to prioritize to ensure deadlines are met.

Tower Sacco Society Limited is committed to mobilizing, and offer diversified sustainable financial products and services at competitive rates to uplift the social-economic standards of members within the Republic of Kenya and beyond. 

Responsibilities:

• In-charge of MPAs administrations.
• In-charge of loan recovery and tracking.
• Instituting loan recovery procedures.
• Providing support for complex data analysis and extraction.
• Carry out reconciliation between the MPAs and the General ledger postings. 
• Assist in preparing summaries on shares, deposits and loan postings.
• Generate defaulters list and administration.
• Appraise loan application as guided by the Credit policy and the procedure manuals.
• Use the opportunity to cross-sell all other products and services offered by the SACCO in order to maximize revenues while enhancing customer’s satisfaction levels. 
• Assist in processing refunds of over deductions/double deductions. 
• Exercise due diligence in operations on Know Your Customer (KYC) to prevent and detect frauds and forgeries.

Tala is committed to building a world where underserved people everywhere have financial access, choice, and control.

Responsibilities:

• Call customers with overdue accounts
• Understand and explain benefits of repayment and credit history to customers
• Correct customer misunderstandings on product policies and terms
• Diffuse tension from bad customer experiences with the application
• Set up payment plans and follow-up schedule
• Establish and maintain caring relationships with customers
• Escalate difficult or unusual cases to Team Lead
• Escalate and document problems with customer identification information
• Provide feedback on reasons for default to Team Lead
• Champion the voice of the customer to Team Lead by providing input on product and user experience
• Engage in creative projects and tasks at the request of Team Lead (example: onboarding welcome calls, white glove service for top customers, etc.

Kenya Women Microfinance Bank(KWFT) is a microfinance bank that prides itself for being the only Financial Institution in Kenya and Africa that serves a niche market, as reflected in the Institution's slogan 'Banking on women'. Being the only Women's Bank in Africa, KWFT endeavors to Partner with Women in their creation of wealth

Responsibilities:

• Doing outreach and promotion to ensure that there are new clients joining KWFT every day.
• Attending groups’ meetings every month and ensuring proper group management is implemented. 
• Assisting in group formation, ensuring that groups meet the minimum threshold eligible for KWFT intake.
• Ensuring that loan and loan guarantee deposits are contributed by the clients on a monthly basis.
• Pursing budgetary targets set on a monthly and annual basis.
• Processing loans for portfolio clients in time.
• Assisting clients in opening bank accounts.
• Growing the deposits business from various savings product in the KWFT portfolio.
• Ensuring that loans are credited in the clients’ accounts on time.

Eekuria Society Sacco Ltd is a registered Sacco in Kenya that gives financial assistance via loans too its members and also provides a saving scheme to members.

Responsibilities

• Maintaining member’s personal accounts.
• Ensuring proper bookkeeping by journal posting, receipts, petty cash vouchers & Cheque postings.
• Maintaining the general ledger and the procedures in extracting trial balances.
• Reconciling bank accounts. 
• Conducting internal audit.
• Marketing of SACCO’s products.
• Administering loans to members.
• Preparing financial reports and presenting them to the board

2012- 2016:                 Dedan Kimathi University of Technology

Business Administration, Accounting and Finance option

2008-2011:               Ituru High School                   

                                  K.C.S.E