DEVIS SERWANGA
accountant
KAMPALA,central uganda
Summary
Driven by a results-focused approach, I leveraged my financial acumen and exceptional communication skills at UWEZO Microfinance to enhance client relationships and increase loan approvals. My expertise in financial reporting and dedication to customer service led to significant portfolio growth, showcasing my ability to meet and exceed employer expectations through innovative solutions and strategic financial planning. Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences. Proven record of achieving operational efficiency and quality standards and demonstrating compliance with UMRA regulations. Exhibits exceptional analytical skills and to conceptualize loanproposals and provide viable solutions.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
5
5
Languages
Work History
Relationship Officer
UWEZO Microfinance
02.2024 - Current
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
- Promoted a positive work environment through open communication, fostering collaboration among team members.
- Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services.
- Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.
- Worked with clients to address and respond to client and partnership management issues.
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Participated in industry events and trade shows to promote products and services.
Finance Intern
Real People Financial Services Uganda Limited
kampala, central uganda
11.2023 - 02.2024
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Prepared and posted financial journal entries using technically relevant software.
- Supported organizational account management duties under direct supervision.
- Managed sensitive information responsibly, maintaining strict confidentiality standards.
- prepare end of month reconciliations
- validate client accounts
- prepare transaction and confirm accounts holders
- Reviewed expense reports for accuracy, ensuring compliance with company policies and procedures.
- Developed strong relationships with clients through effective communication, fostering trust and satisfaction.
- Analyzed financial data and presented meaningful insights to senior management.
- Assisted in budget management for improved cost control and increased profitability.
- Reduced risk exposure by conducting thorough credit analysis on potential clients.
- Monitored revenue, risk and capital allocations for financial transparency and balance.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Tracked budget forecasts and monitored budget performance.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Paid attention to detail while completing assignments.
- Strengthened communication skills through regular interactions with others.
- Learned and adapted quickly to new technology and software applications.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
Bachelor of Science - Accounting And Finance
Kyambogo University
Kampala, Uganda 08.2020 - 12.2024
High School Diploma -
Najjembe Homeland Secondary School
Lugazi, Uganda12.2019
Skills
- Financial Acumen
- Creativity and Innovation
- Marketing knowledge
- Persuasion techniques
- Cross-cultural sensitivity
- Time Management
- Business relationship cultivation
- Excellent Communication
- Customer Service
- Relationship building and management
- Team Leadership
- Asset Management
- Regulatory Compliance
- Client Relationships
- Written and verbal communication
- Analytical Problem Solving
- Product Recommendations
- Cash Handling
- Loans
- Financial planning processes
- Customer Portfolio Management
- Risk Mitigation
- Credit History Review
- Account Set Up
- Banking
- Account Management
- Computer Skills
- Microsoft Office
- Decision-Making
- Financial Reporting
Accomplishments
- Resolved product issue through consumer testing.
- Documented and resolved client complaints which led to efficiency in client management
- Collaborated with team of 28 members in the development of portfolio support system.
- Achieved positive portfolio trend through effectively helping with supporting clientele communication
Additional Information
Am a result oriented young professional looking forward to work in a professional environment filled with growth opportunities and working towards attainment of organizational goals with a strong attention to detail and dedication to make an impact in the work environment . focused with integrity and commitment .
Languages
luganda, lusoga
Native language
English
Proficient
C2
Swahili
Elementary
A2
Software
Proficient in quickbooks
Tally accounting software
Efris accounting software
Ms office programs
Google sheets
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkInternshipWork Location
On-SiteHybridTimeline
Relationship Officer
UWEZO Microfinance
02.2024 - Current
Finance Intern
Real People Financial Services Uganda Limited
11.2023 - 02.2024
Bachelor of Science - Accounting And Finance
Kyambogo University
08.2020 - 12.2024
High School Diploma -
Najjembe Homeland Secondary School
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