Taonga Tendai Phiri
Lusaka
Summary
I am a Financial Services graduate seeking an opportunity to further and pursue a career in a diverse environment with a reputable organisation. I am a socially well-adjusted, dedicated, success driven, achievement-oriented individual who has good and effective communication and negotiation skills, leadership skills, customer relation skills and an understanding of how to develop and implement business strategies. I have also represented Fresh Springs Farm (FSF) as the marketing and sales personnel at various workshops and exhibitions. I am able to work with minimum supervision and I am self-motivated and I can work under pressure and I am willing to learn. I believe in team work and I have good communication skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Relationship Advisor
ExpressCredit.Co.Zm
07.2018 - 06.2020
- Supervise with branch activities
- Assist with branch reports (system/non system generated) when required to
- Ensure all ERP system data procedures are done efficiently and on time (loan applications, payments, document uploads)
- Evaluating client viability to reduce bad debts
- Provide clients with adequate information and assist them with any queries they might have
- Make calls and send letters to the defaulting customers
- Oversee all teller duties when necessary (cash Disbursed, bank deposits, petty cash preparation and retirement and received cash)
- Preparation of payment plans for defaulted customers
- Request and compilation of petty cash.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Collaborated with other departments to promptly process loan applications.
- Examined customer loan applications for loan approvals and denials.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Advised clients on mortgage, education and personal loans.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Education
BACHELOR OF ARTS IN FINANCIAL SERVICES - Finance
01.2022
DIPLOMA IN BANKING AND FINANCE -
01.2017
TECHNOSERVE TRAINING WORKSHOP CERTIFICATE ON GOOD MANUFACTURING PRACTICES -
01.2017
CERTIFICATE IN BANKING AND FINANCE -
01.2016
ACCA CERTIFICATE OF SME WORKSHOP -
01.2016
GRADE 12 GCE CAMBRIDGE CERTIFICATE -
01.2011
Skills
- Skilled in Microsoft Word, Excel, and PowerPoint
- Research
- Analytical Thinking
- MS Office
- Financial Analysis
- Client Relations
- Financial Statement Review
- Creditworthiness Determination
Personal Information
Date of Birth: 28/10/93
Phone Number: 097-6-510646
Address: Lusaka
LinkedIn: https://www.linkedin.com/in/taonga-phiri
References
Mr James S Phiri, Farm Director, Fresh Springs Farm, jamessphiri@gmail.com Simon Mwambazi, Human Resource Manager, ExpressCredit.co.zm, Simon.mwambazi@expresscredit.co.zm, 0977702630 Mr Moses Katebe, Head of Department Accounting and Finance, Moses.katebe@zcas.edu.zm, +260977886297
Certification
Banking and Finance Certificate- Diploma, ZIBFS
Bachelor of Arts Degree Certificate in Financial Services- Unza
Timeline
Customer Relationship Advisor - ExpressCredit.Co.Zm
07.2018 - 06.2020
Zcas University - BACHELOR OF ARTS IN FINANCIAL SERVICES, Finance
- DIPLOMA IN BANKING AND FINANCE,
- TECHNOSERVE TRAINING WORKSHOP CERTIFICATE ON GOOD MANUFACTURING PRACTICES,
- CERTIFICATE IN BANKING AND FINANCE,
- ACCA CERTIFICATE OF SME WORKSHOP,
RHODES PARK SCHOOL - GRADE 12 GCE CAMBRIDGE CERTIFICATE,
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