Jimmy Luwisha

• Planning and forecasting. Enforcing effective distribution of operating areas to guarantee efficiency and appropriate workloads for supervisors and loan officers. Monthly and weekly accurate forecasting of disbursements, collections, pipeline of maturing loans, and arrears. Coordination of the activity planner at the branch and assessing geographic areas for growth.
• Monitoring and Supervision. Monitoring actual activities for Supervisors, Loan Officers, and oneself, on a daily and weekly basis and their deviation against the activity planner. Also, arrears management - daily late repayment and arrears reports review with management. This involves tracking daily operations of the branch, including customer service, human resources, sales, and marketing activities.
• Head Office Reporting. Generating and analyzing portfolio performance reports (weekly and monthly) including trend analysis reporting for senior management. Any other report and analysis as required by IT, HR, Finance, and Regional Managers.
• Human Resource Management. Managing periodic performance appraisals for all staff members. Leave planning and management at branch level through weekly planners, to guarantee that eventualities are planned well in advance and do not negatively affect work flow and quality.
• Communication and Coaching. Conducting monthly, weekly, and daily briefings with all staff, including supervisors and loan officers, for the analysis of monthly performance. Encouraging team building, efficiency, and motivation among staff.
• Asset, Financial, and Admin Management of the Branch. Oversight, repairs, maintenance, inventory checks of all assets required to perform duties (i'e Motorbikes, computers, tablets, MIS and IT systems. Daily Finance/administrative management duties, such as timely banking, effective float management, records management and filing, cost-saving management and branch purchases, fuel management, security of pledged collaterals, security and management of MIS, Insurance platform management.

CORE COMPETENCES

• Interpersonal Skills. This is through participating in community events to promote brand awareness and also representing the Institution at high-level local meetings with other corporate leaders, both from the public and private sectors.
• Analytical Skills. Through monthly and quarterly evaluations and reviews of the administrative and financial performance of the branch.
• Innovation. Identifying opportunities for process improvement initiatives within the branch and creating summarized reports for senior management review.
• Good customer service. Resolving escalated customer complaints in a timely manner.
• Staff Management Skills. Managing and inspiring team members to perform to their full potential, thereby driving branch profitability.

• Supervised and supported Loan Officers in the management of AMZ non-loan and loan products through activities like client screening, recruiting, loan disbursing, and monitoring.
• Ensured that Loan Officers carried out their duties in full compliance with AMZ policies and procedures.
• Plan all loan officers' activities in collaboration with the branch manager.
• Monitored actual activities for Loan Officers on a daily and weekly basis and assessed deviation against the activity planner.
• Reviewed weekly planners for Loan Officers who took leave in advance of their holiday to guarantee that eventualities were planned well in advance, and did not negatively affect work quality and work volume.
• Organized general meetings with the general public and conducted trainings for prospective clients in the presence of loan officers.

• Gathered customer feedback and managed consumer-supplier relationship to improve the product offerings and services.
• Explored new marketing areas and conducted road shows, and related promotional activities in public places.
• Developed innovative ideas to promote products and services through various channels, such as traditional advertising methods, like during local traditional ceremonies.
• Ensured compliance with relevant laws, regulations, policies, procedures related to field marketing activities.
• Generated reports on sales data to determine potential target markets for products and services.
• Assisted in budgeting process for upcoming projects, campaigns, and events.