Relationship Credit Officer

Equity Bank Kenya Limited

2013-09 - 2018-03

Managed a portfolio of corporate and individual clients, assessing creditworthiness and structuring loan facilities. Performed detailed loan appraisal and disbursement, ensuring compliance with bank policies. Utilised Harvest and Finnacle systems for data capture, loan tracking and reporting. Conducted bank reconciliations and prepared monthly financial statements for senior management. Contributed to a 15% increase in loan portfolio quality through rigorous risk assessment.

Post attached Accounts Department

James Finlay K Ltd

2012-01 - 2012-03

Supported the accounts department in processing invoices and reconciling supplier statements. Assisted in the preparation of monthly financial reports and cash flow forecasts. Utilised accounting software to record transactions and maintain ledger accuracy. Collaborated with procurement to ensure timely payment of goods and services.

Accountant

Lake Nakuru Flamingo Lodge

2011-06 - 2011-11

Handled day‑to‑day bookkeeping, including sales invoicing and accounts payable. Performed bank reconciliations and prepared financial summaries for lodge management. Implemented a streamlined data entry process using the Finnacle system, reducing errors by 20%.

Intern Accounts Department

Kenya Bureau of Standards

2011-01 - 2011-03

Assisted senior accountants with data entry and preparation of audit schedules. Gained exposure to regulatory compliance reporting and financial documentation. Contributed to the compilation of monthly expense reports.

Secretary to Dr. Ombito (Consultants Surgeon)

2006-01 - 2008-12

Managed administrative tasks, scheduling appointments and handling correspondence for a medical consultancy. Coordinated billing and invoicing for patient services. Maintained confidential records and assisted with basic financial tracking.