Palesa Valencia Mocumi

• Financial Management: Continuously manage and monitor branch performance.
• Business/Compliance Management: Ensure that the sum of branch daily/monthly is 100% accurate and is balanced everyday Sales.
• Marketing Management: Develop implement Sales and Marketing plans to improve branch performance.
• People Management: Manage motivate and monitor branch personnel and their performance.
• Professional answering and handling of incoming calls and emails.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Supported financial director with special projects and additional job duties.
• Complied with regulatory guidelines and requirements.
• Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
• Created financial dashboards to provide insights into key performance indicators

• Provide a sales, promotion, communication, and administrative service to clients with clearer communication and effective administration.
• Meet and exceed monthly sales and servicing targets.
• Accurate recording of client information on company's computer systems.
• Accurate maintenance of administration records and retention.
• Professional answering and handling of incoming calls.
• Correct filing order and record keeping of client's files

* Data capturing

* Community Profiling