Professional Curriculum Vitae
Professional Curriculum Vitae
Professional Curriculum Vitae
2016
Nationality: Ugandan
Dfcu Bank (U) Ltd 2016 Internal Credit Certification Program (ICCP)
Evaluation (M&E)
Institute of Certified
Public Accountants
(UACE)
Attended a special edition for the Guys Coffee Talk on gender based violence at the
IRC at the U.S. Embassy Kampala. Tuesday, November 22, 2016
Sales planning and Forecasting, Training organized by dfcu bank (u) Limited (2009).
o Creating partnerships
1 JOB PURPOSE
Reporting to the Manager Credit Approval Team, the Credit verification officer will be
responsible for verifying authenticity of all client submitted documents from the
Consumer Banking and DIB team. This is to eliminate any possible fraud that may
2 DIMENSIONS
unsecured loans)
2) Flexibility and spontaneity and ability to manage working and travelling to the field
3) Knowledge of the Banks Credit policies and FIA guidelines and bank products
6) Thorough knowledge of Consumer Banking and DIB lending and different products
7) Proficient with Microsoft Desktop for efficient monitoring and report making
3) To verify all KYC documentation for all credit application submitted to the credit
department
7) Endure that resources are skilled across the different processes to enable cross
products and cross function work load balancing
8) Proactively monitor work flows and work queues to ensure that same day
9) Proactively identify trends that may affect the quality of submitted documents and
10) Actively perform fraud checks in order to limit the risk of fraudulent or inaccurate
application processing
Monitor compliance to bank credit standards of all consumer banking and DIB credit
applications
Liaise with Risk Management and Internal Audit on risk related issues, as well as
noncompliance with internal policies, legislation, rules and regulations.
Qualitative Projects
Transcribe
Observe and participate in moderation where applicable
Make grid summaries
Conduct high profile interviews
2. Quality Control- Review and ensure that high quality standards of work are
maintained on all
Project documents
Project plans
Field execution
Draft study materials
Draft reports
Data final transcripts
3. Time Management;
Timelines; Ensure that project deadlines are met and all derivables are met
to the clients satisfaction. This includes timelines in all aspects of a project
and department activities.
4. Teamwork; Work with a positive attitude that enhances team dynamics and
department activities.
5. Understand the current divisions operations and subsequently draw out ideas and
take an active role in creating and implementing systems that can improve the
running of the division.
6. Update the Research Executive/SRE/RM on project progress when required to do
be available to take up related assignments when required to do so. This includes
all other duties as may be allocated from time to time in the interest of the
business.
Developing and analyzing medium to large fundable credit proposals through effective
credit appraisal and due diligence process and to review BAs proposals to achieve quality
portfolio growth.
Prepare proposals for medium to large credits, taking into consideration the Banks
credit policy, with the result of getting quick approval from Credit dept. and manage
customer expectations.
Annual Credit Review requirement- Liaising with RMs to obtain the necessary
information for reviews of big ticket credits
Appropriate deal structuring and review/sign off work done to ensure that it meets
set standards and complies with credit policy.
Ensure proper pricing on a revenue/expense basis and ensure full collection of fees
and commissions, whilst growing the revenue line.
Handle all aspects of credit application including, structuring, documentation and risk
management.
Through analysis of the customer information and customer accounts advise the RM
on any additional incomes that can be derived from the customers.
Jan 2010 Aug 2010 Economic Development & Research Institute International
Job Title, Research Data Entrant
Receiving data on questionnaires and cassette tapes from the field researchers
Editing and serializing questionnaires as well Entering data regarding the different
responses on the questionnaires and transcribing audio data into text regarding
responses got from various field research projects
Data entry and analysis, Storing and retrieving information as and when required
Reporting writing for management and Meeting deadlines as set by management
Updating Research data information and report filing and documentation
Jan 2009 Dec 2010 Economic Development & Research Institute International
Job Title, Research Assistant officer
Duties & Functions
Producing both written and oral briefs for policy colleagues and ministers, based on
reviews of research evidence;
Explaining complex ideas and findings in a way that can be easily understood;
Develop grant proposals and assist in grant completion and submission processes.
Act as primary contact for research team for any questions and concerns.
Head all the direct sales deliverers and the sales agents in ensuring that the targets
on all products are duly met.
Design a route plan for the daily sales alongside new selling strategies.
Do banking for the daily sales and report to the chief cashier.
Ensure new customers are connected on daily basis so that dependable products
are easily sold.
LANGUAGE PROFICIENCY
Language Reading Speaking Writing
English Professional Excellent Excellent
Lugisu Mother Language Excellent Excellent
Luganda Excellent Excellent Excellent
Kiswahili Good Good Good
I do declare that to the best of my knowledge the information above is a true reflection of
me.
Richard Wemesa