Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Personal Information
Languages
References
Timeline
Generic

LUCKY IRENE

Banking,Accounting And Finance
Kampala

Summary

✓ I am a graduate with a Bachelor’s Degree of Science In Accounting and Finance from Mbarara University of Science and Technology , more than two years’ experience in micro finance banking

and lending sector as a Front Desk officer,Credit officer, Banking Officer,Accounts Assistant at Shuuku SACCO .

These exposures equipped me with the necessary knowledge, skills and experience which have grown in me an unmatched level of enthusiasm and a true passion for banking and financial management, making me an excellent team player who is trustworthy,highly motivated and hardworking to beat deadlines and deliver quality work without compromising any of my principles, responsibilities and I’m committed to continuous learning.

Overview

9
9
years of professional experience
16
16
years of post-secondary education
2
2
Certifications

Work History

Accounts Assistant Officer

SHUUKU SACCO
05.2024 - Current
  • Reconciling company accounts, assisting with audits, managing payroll, preparing balance sheets, preparing bank deposits, receiving and issuing cash transactions, ensuring proper filing of account documentation, processing customer cash entries, marketing of all Sacco products, handling customer queries, inquiries and complaints, account reconciliation and reporting any suspicious transaction, preparation of expense payments

Banking officer

SHUUKU SACCO
01.2018 - Current
  • Receiving and issuing of cash transactions, ensuring proper filling of loan documentation, processing customer cash entries, marketing of all Sacco products, handling customer queries, inquiries and complaints, account reconciliation and reporting any suspicious transaction, preparation of expense payments, cash management, cashbook maintenance, referring customers to loan officers or other financial specialists, resolving debit and credit issues, completing basic data-entry and administrative duties

Loans officer

SHUUKU SACCO
01.2019 - 12.2020
  • Attending customer inquiries and queries, managing loan applications, processing loan application and documentation, educating customers about the loan products, contacting customers to discuss loan needs, maintaining accurate and complete loan files, evaluating credit and financial histories

Customer Care Service Officer

Ankole Diocese Millennium SACCO
8 2017 - 12.2017
  • Attending customer inquiries and queries, data entry, referring customers to loan officers or other financial specialists, marketing the products of the SACCO, client mobilization
  • Responding to Inquiries: Addressing customer questions and concerns through various channels, including phone calls, emails.
  • Resolving Complaints: Handling and resolving customer complaints in a timely and effective manner, ensuring the customer feels heard and valued.
  • Managing Records: Keeping accurate records of customer interactions and transactions, noting any inquiries, complaints, and actions taken.
  • Providing Information: Offering detailed information about products and services, including usage instructions, terms and conditions, and policy details.
  • Building Relationships: Developing strong relationships with customers to foster loyalty and repeat business.
  • Collaboration: Working closely with other departments such as sales, marketing, and technical support to address complex customer issues.
  • Proactive Engagement: Reaching out to customers proactively to offer assistance, gather feedback, or inform them about new products and services.

Intern, Finance Department

Mbarara District Local Government
06.2015 - 07.2015
  • Entering daily transactions, preparing financial statements, banking cheque payments, payroll preparations, registration of the company's assets, data entry in the systems

Education

Bachelor of Science - Accounting And Finance

Mbarara University of Science And Technology
Uganda, Mbarara District
04.2014 - 05.2017

Uganda Advanced Certificate Education -

Immaculate Heart Girls Secondary School
Uganda,Rukungiri District
04.2012 - 05.2013

Uganda Certificate of Education - undefined

Immaculate Heart Girls Secondary School, Rukungiri District
01.2008 - 05.2011

Primary leaving Education - undefined

Mbarara Municipal Primary School, Mbarara District
01.1999 - 05.2007

Accounting And Finance

Certified Public Accountants (CPA)
Uganda
01.2023

Skills

Excellent communication and interpersonal skills

Customer Care

Financial services marketing

Teamwork and Leadership

Computer skills in Word, PowerPoint and Excel

Cash Management

Practical skills and management skills (data management)

Honesty

Integrity

Excellent communication skills

Attention to detail

Excellent Customer Service

Certification

Certificate of Attendance, 10/2018, Corporate Governance in SACCOs Training done by the DS CONSULT (U)LTD

Accomplishments

  • Consistently achieved 100% targets delivering every job on time
  • Worked extra shifts in order to ensure customer satisfaction and upholding my organization's goodwill during the period of financial crisis
  • Coordinated with my workmates into acquiring more accounts according to the set target annually increasing our Sacco's growth rate
  • Enhanced the referral programs leading to a 50% growth in new accounts contributing to branch revenue and expanding the customer base
  • Spearheaded a customer education initiative on digital banking tools leading to a 35% up tick in mobile and online banking.
  • streamlined customer transaction work flow resulting in a 25% increase in teller efficiency and reduced average customer wait time by 2 minutes
  • Successfully resolved customer complaints resulting in a 40% reduction in escalations to management.
  • Implemented an efficient cash management system resulting in an 70% reduction in cash discrepancies

Personal Information

  • Date of Birth: 03/23/95
  • Gender: Female
  • Nationality: Ugandan
  • Marital Status: Unmarried

Languages

English
Runyankole
Luganda

References

  • Mr. Bongonzya Stephen, Chairman board Shuuku SACCO, Sheema District, +256772649575, stephenbongonzya2014@gmail.com
  • Mr. Muhanguzi Agrey, Ankole Diocese Millennium SACCO, Mbarara District, +256704801666, muhanguzi2@gmail.com
  • Mr. Tumuhimbise Patrick, Mbarara District Local Government, Mbarara District, +256777126040, patrickt30@gmail.com

Timeline

Accounts Assistant Officer

SHUUKU SACCO
05.2024 - Current

Loans officer

SHUUKU SACCO
01.2019 - 12.2020

Banking officer

SHUUKU SACCO
01.2018 - Current

Intern, Finance Department

Mbarara District Local Government
06.2015 - 07.2015

Bachelor of Science - Accounting And Finance

Mbarara University of Science And Technology
04.2014 - 05.2017

Uganda Advanced Certificate Education -

Immaculate Heart Girls Secondary School
04.2012 - 05.2013

Uganda Certificate of Education - undefined

Immaculate Heart Girls Secondary School, Rukungiri District
01.2008 - 05.2011

Primary leaving Education - undefined

Mbarara Municipal Primary School, Mbarara District
01.1999 - 05.2007

Customer Care Service Officer

Ankole Diocese Millennium SACCO
8 2017 - 12.2017

Accounting And Finance

Certified Public Accountants (CPA)
LUCKY IRENEBanking,Accounting And Finance