Mary - Customer Relations & Finance Administrator at KONNECT INITIATIVES LIMITED

Skilled in building and maintaining strong client relationships to enhance retention and satisfaction.

Experienced in transaction posting, reconciliation, and client onboarding to ensure financial accuracy.

Proficient in monitoring and responding to customer feedback to improve service quality.

Capable of managing operational records and supporting administrative functions efficiently.

Monitoring customer feedback, reviews, and complaints.. Managing and retaining relationships with existing clients including meeting with members and potential members.. Researching and evaluating clients’ creditworthiness by conducting comprehensive analyses.. Creating credit scoring models to predict credit risks associated with borrowers.. Approving or rejecting loan requests, based on available data, client credibility and potential revenues and losses.. Setting loan terms and determining interest rates.. Managing the Client Relationship Management (CRM) system to effectively track key relationships, target Clients and active deal pipeline as well as track portfolio performance.. Maintaining open and transparent communication with clients, addressing their concerns and providing regular updates.. Coordinating Board, Executive, Management and other meetings, maintaining confidential files and contact information; coordinating meetings, conferences, and committees both on and off site to support the Managing Director’s agenda.. Responsible for organizing travel and logistics including flights, visa requirements, hotel accommodation, car rental, meeting schedules while travelling and completing expenses.. Communicating important updates and information to stakeholders as required and developing communication plans to keep customers informed about relevant updates.

Posting client transactions. Client boarding. Client engagement. Reconciliation of client statements. Managing Operations records. Purchasing stationery for operations. Banking transactions. Arranging delivery of equipment. Managing Petty cash