Agness Phiri
Kalulushi,Zambia
Summary
Accomplished professional with expertise in payment and financial documentation review, regulatory and compliance support, and financial reporting and analysis. Demonstrates strong risk awareness and internal controls, ensuring policy and procedure adherence while providing account reconciliation and audit support. Skilled in stakeholder engagement and client support, contract and document administration, as well as research and report writing. Proficient in SAP ERP, QuickBooks, and Microsoft Office Suite, leveraging strong analytical and problem-solving skills to drive efficiency. Committed to advancing career goals through continuous improvement in financial management practices.
Overview
14
14
years of professional experience
6
6
years of post-secondary education
Work history
Loan Officer / Administrative Manager
K-Solutions Ltd
Kitwe, Copperbelt
12.2023 - 02.2025
- Processed and evaluated loan applications in accordance with internal policies and regulatory requirements.
- Conducted financial assessments and risk evaluations of clients prior to loan approval.
- Prepared financial, operational, and compliance reports for management review.
- Ensured proper documentation, safeguarding confidential client information in line with internal controls.
- Reviewed contracts and loan agreements to ensure completeness and compliance.
- Provided advisory support to clients on financial products and requirements.
- Assisted management in improving turnaround time for loan processing through structured documentation review.
- Escalated complex cases appropriately to superiors for prompt resolution, maintaining client confidence in our services.
- Conducted detailed credit checks, minimising risk exposure for the firm.
- Maintained accurate records of each transaction in line with regulations, ensuring compliance.
- Conducted thorough research on applicant's financial status before approval of loans, mitigating potential risks.
- Managed all loan enquiries promptly and professionally for enhanced service delivery.
- Assisted customers in identifying and selecting most suitable loan products, enhancing customer satisfaction.
- Collaborated effectively with colleagues to achieve team goals within set timelines.
- Explained various types of loans available to clients based on their requirements accurately, promoting transparency.
- Adhered strictly to company policies whilst handling sensitive client information, ensuring confidentiality and security.
- Handled high volume of loan applications efficiently, resulting in timely processing.
Service Coordinator – Procurement & Logistics
Outotec Zambia Ltd
Kitwe, Copperbelt
01.2018 - 09.2021
- Coordinated service documentation and processed transactions using SAP ERP.
- Prepared backlog and operational analysis reports for management review.
- Liaised with internal teams and external stakeholders to ensure regulatory and operational compliance.
- Maintained accurate records of service agreements and operational documentation.
- Handled administrative tasks, freeing up time for senior staff members.
- Enhanced team productivity with efficient delegation of tasks.
- Managed logistics of company events, resulting in smooth operations.
Administrative Officer / Transactional Finance Assistant
Outotec Zambia Ltd
Kitwe, Copperbelt
06.2015 - 09.2021
- Prepared monthly and quarterly compliance and administrative reports.
- Supported finance department with reconciliations, payroll inputs, and audit documentation.
- Maintained organized filing systems to ensure regulatory and audit readiness.
- Assisted in enforcing internal financial controls and policy compliance.
- Coordinated stakeholder meetings and prepared structured minutes and reports.
- Adapted quickly to changes in procedures or policies; maintained consistency in output quality despite fluctuations in workload demands.
- Delegated work effectively amongst team members; encouraged shared responsibility and teamwork.
- Coordinated travel arrangements for staff members leading to hassle-free business trips.
- Used Microsoft Office Suite proficiently for smooth workflow management and document creation.
- Organised monthly reports to maintain record accuracy.
- Facilitated increased team collaboration with effective interpersonal skills.
- Provided excellent customer service for improved client satisfaction.
- Handled confidential documents with utmost care; ensured data security at all times.
- Participated actively in departmental meetings contributing valuable insights and suggestions.
- Offered administrative support to the management team resulting in enhanced operations.
Cashier / Front Office Attendant
Highland Secondary School
Kitwe, Copperbelt
03.2011 - 12.2014
- Handled cash transactions and performed daily reconciliations.
- Maintained financial records with accuracy and confidentiality.
- Provided front-office client service and administrative support.
- Handled high volumes of transactions during holiday seasons efficiently.
- Processed payments swiftly for improved customer experience.
- Resolved customer complaints professionally leading to higher retention rates.
Education
Diploma - Business Administration
Copperbelt University
Kitwe, Copperbelt 01.2012 - 07.2015
Grade 12 School Certificate - Level 2B
Helen Kaunda High School
Kitwe, Copperbelt 01.2004 - 11.2006
Skills
- Payment & Financial Documentation Review
- Regulatory & Compliance Support
- Financial Reporting & Analysis
- Risk Awareness & Internal Controls
- Account Reconciliation & Audit Support
- Policy & Procedure Adherence
- Stakeholder Engagement & Client Support
- Contract & Document Administration
- Research & Report Writing
- SAP ERP, QuickBooks & Microsoft Office Suite
- Strong Analytical & Problem-Solving Skills
PROFESSIONAL REFERENCES
- Muchelenje, Silungwe, Sales & Operations Manager, muchesilungwe07@gmail.com, +260 962 291149, K-Solutions Ltd
- Micah, Manyoni, micah.manyoni@metso.com, +260 966 415508, Metso Outotec Zambia Ltd
- Irina, Attias, Service Manager, Tmi.irinaattias@gmail.com, +358 40 4806736, Outotec Finland
KEY KNOWLEDGE & ATTRIBUTES
- Knowledge of financial systems, banking operations, and regulated financial environments.
- Understanding of risk assessment and internal control processes.
- Strong analytical and report-writing abilities.
- Experience working within structured policy frameworks.
- Ability to evaluate documentation and ensure compliance with set requirements.
- Excellent interpersonal, networking, and communication skills.
- High level of integrity and confidentiality.
- Ability to work independently and collaboratively within a team.
ADDITIONAL INFORMATION
- Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
- Experience with SAP ERP & QuickBooks.
- Valid Driver’s License.
- Available for relocation.
Timeline
Loan Officer / Administrative Manager
K-Solutions Ltd
12.2023 - 02.2025
Service Coordinator – Procurement & Logistics
Outotec Zambia Ltd
01.2018 - 09.2021
Administrative Officer / Transactional Finance Assistant
Outotec Zambia Ltd
06.2015 - 09.2021
Diploma - Business Administration
Copperbelt University
01.2012 - 07.2015
Cashier / Front Office Attendant
Highland Secondary School
03.2011 - 12.2014
Grade 12 School Certificate - Level 2B
Helen Kaunda High School
01.2004 - 11.2006