DANIEL RUTO
BELLEVUE,WA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and client generation.
Overview
3
3
years of professional experience
Work History
Financial Service Coordinator
Alpha Supported Living Services
07.2022 - Current
- Provide financial services that meet client needs and promote increased financial competence
- Maintain accurate and organized financial files for each client
- Manage and account for petty cash funds
- Develop and maintain professional working relationships with clients, their families, and friends, DDA Case Management and other service providers
- Oversee development and implementation of initial orientation and ongoing training for client financial management team
- Assist Financial Operations Manager with quality assurance oversight of client financial operations and recordkeeping
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
Cashier
Chartwells Higher Education
02.2022 - 06.2022
- Performs sales transactions in timely fashion
- Makes change, accepts declining balance cards and other acceptable forms of payment, issues receipts to customers
- Interacts with customers and resolves customer complaints in friendly, service-oriented manner
- Keeps pastry case stocked
- Ensures compliance with company service standards and inventory and cash control procedures
- Ensures compliance with all sanitation, SERV Safe and safety requirements
- Performs other duties as assigned.
- Helped customers complete purchases, locate items and join reward programs
Direct Sales Rep
Juhudi Kilimo Microfinance
02.2021 - 08.2021
- Manage selling of various loans products in professional manner
- Monitor all customer queries and ensure timely response to all issues
- Coordinate with customers and provide various company plans and services and detailed
- Gather feedback from customers on products and services to inform improvement decisions
- Identifying business prospects through cold calling and pitching
- Generate new business leads through new or existing networks in market
- Updating and expanding sales pipeline.
- Met customers in homes and businesses to discuss and demonstrate products.
- Met customers in homes and businesses to discuss and demonstrate products
Assistant Loan Officer
Platinum Credit Nakuru
04.2020 - 02.2021
- Present and sell company products and services to potential clients
- Establish and maintain client relationships
- Respond to and follow up sales inquiries using appropriate methods
- Develop and maintain current product knowledge
- Communicate new product and service opportunities and provide feedback gathered through field activity to appropriate company staff.
- Reviewed and validated details of loan applications and closing documentation.
Growth Relationship Officer
ECLOF
09.2019 - 12.2019
- Implement credit policies and procedures to clients
- Facilitating formation and recruitment of solidarity groups and SMEs clients
- Facilitating groups training to ensure understanding and adherence to ECLOF Kenya's lending policies and procedures
- Carrying out appraisal of all loan applications and ensuring timely disbursement and recovery of loans within set benchmarks
- Manage outstanding loan portfolio and Loan Guarantee portfolio according to set benchmarks from time to time
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
Credit Officer
County Government of Uasin Gishu
01.2019 - 08.2019
- Performing loan appraisal and processing
- On all loan applicants before vetting
- Training and providing advisory services for county funded cooperatives societies
- Supporting Loan evaluation and recommendation process in fund
- Preparing status report and other periodic reports to fund management.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
Education
M.D. - Finance Candidate
Seattle University
Seattle, WA03.2023
Bachelor of Business Management Accounting - Accounting
University of Eldoret
Eldoret Kenya11.2018
Skills
- Communication skills,
- Credit analysis
- Financial reporting
- Balance Reconciliation
- Business Controls
- Bank Reconciliation
- Documentation and record keeping
- Credit auditing
- Marketing and sales analysis
- Cost Evaluation
- Price Analysis
Languages
English
Full Professional
Timeline
Financial Service Coordinator
Alpha Supported Living Services
07.2022 - Current
Cashier
Chartwells Higher Education
02.2022 - 06.2022
Direct Sales Rep
Juhudi Kilimo Microfinance
02.2021 - 08.2021
Assistant Loan Officer
Platinum Credit Nakuru
04.2020 - 02.2021
Growth Relationship Officer
ECLOF
09.2019 - 12.2019
Credit Officer
County Government of Uasin Gishu
01.2019 - 08.2019
M.D. - Finance Candidate
Seattle University
Bachelor of Business Management Accounting - Accounting
University of Eldoret
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