Thomas Mutua

Experience

• 

  County Government of Kwale

  Jul 2016 - Oct 2016

  Intern

  Accounts

• 

  Sanlam

  Feb 2018 - Apr 2018

  Financial Consultant
• 

  Jamii Bora Bank

  Apr 2018 - Jul 2018

  Intern- Agency Banking
• 

  Watu Credit

  Jul 2018 - now

  1. Receiving requests from Front Office in regard to client’s details verification. 2. Entering all relevant data regarding client’s personal details and loan specification into Company client database.’ 3. Performing Clients’ credit risk assessment by checking client CRB statement, as well as verifying client’s financial data by other available tools. 4. Processing of loan requests, confirming client’s applicability and document validity. 5. Filing and reviewing of loan documents. 6. Handling information requests from other departments, e.g. recovery team, front office, portfolio quality. 7. Assisting in handling client inquiries in respects to company products and services available. Show less Monitoring and payment control of assigned portfolio of clients using Company software.Ensuring clients’ adherence to payment schedules through pro-active 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 clients’ 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 Interns/Trainees employed by the Company. Show less

  • Back Office Officer

    Oct 2020 - now

  • Portfolio Quality

    Jul 2018 - Oct 2020