Senior Associate Regional Mentor`

About Candidate



BA Banking and Finance 2017
The Zambia Catholic University

Obtained a BA Banking and FInance with a Credit

Work & Experience

Snr Associate Regional Mentor Jul 2021 - Present
Greenlight Planet

• Conduct Dynamic classroom and Field training, ensuring team members acquire essential skills and knowledge. • Manage New pilot and process training for agents and field staff ensuring 80% of agents are training before rollout. • Manage the LMS maintain learning for agents and deploy relevant and engaging content. • Develop courses for Field staff and agents to ensure they are equipped for sales, collections, and customer service. • Analyze data related to learning and training to identify areas for improvement to optimize learning outcomes. • Effectively communicated policies, training updates, changes and collaborate with cross-functional teams.

Branch Manager Jul 2020 - Jun 2021
Morning light Financial Solutions

• Coordinated overall branch activities, including administration, control, and risk management • Oversaw the application of loan packages and daily maintenance of the loan applicant database • Optimized branch operations by leading continuous improvement initiatives and implementing new processes. • Evaluate loan applications submitted by clients and approve them within specified limits for swift customer service. • Foster strong relationships with clients to enhance branch loyalty and satisfaction by nurturing client relationships. • Developed and implemented policies and procedures to maintain compliance with regulatory standards.

Loan Officer Jun 2017 - Jun 2020
FMC Finance

• Efficiently utilized front-office resources to deliver exceptional customer service and Educate customers on products. • Met with loan applicants to identify their needs and collect information for loan applications. • Managed Loan disbursements and ensured secure storage of cash and cheques as Branch Vault Custodian. • Interviewed applicants to determine financial eligibility and feasibility of granting loans. • Analyze active loan files regularly and maintain the quality of the branch's Loan portfolio. • Generated crucial monthly branch sales performance, portfolio quality, and arrears reports.


Leadership and Team Management
Customer Relationship Management (CRM)
Strategic Planning and Implementation.
Financial Management
Training and Development
Compliance & Risk Management:
Process Improvement