MARY MUKOLWE SHISIA

(a) Overall Responsibilities
• Update and maintain office policies and procedures
• Handle petty cash and ensure that the office activities run smoothly
• Order office supplies and research new deals and suppliers
• Submit and reconcile receipts and expense reports
• Provide general office support to visitors/members
• Act as the point of contact between members and management.
• Keep all records properly in safe custody for easy access
• Office communication: - Answer and direct phone calls, WhatsApp, and message (SMS)
• Organize and schedule appointments
• Plan meetings and take detailed minutes
• Write and distribute email, correspondence memos, letters, and forms
• Prepare regularly scheduled reports
• Develop and maintain a filing system
• Maintain contact lists
• Liaise with management to handle requests and queries from members
• Undertake any other official duty assigned by the management
• Ensure that the office is clean and well arranged

(b) Society’s SACCO Section Responsibilities
• Analyze list of members in arrears on monthly based on the number of missed installments.
• Communicate to members in arrears informing them of amount in arrears. Follow up through email, phone call and SMS's.
• Working with the members on agreed payment plan, send reminders before the agreed due dates.
• Answer queries and offer advice to the members.
• Refer cases for restructure to Credit Analyst.
• Prepare monthly reports: Collections received, all follow ups done, Commitment dates agreed on.
• Assist the Senior Credit Officer in preparing accounts for offset and issue demand thereafter.
• Posting receipts in the cash book, prepare excel sheets for accounting purposes, update data in Quick books and Kwara systems.
• Bank reconciliation
• Initiate payments and transactions on the online platform (online banking portal)
• Process and disburse loans.
• Initiate claims for various members in case of death and ensure that the claim is made within a specific time.
• Doing market research to help identify where best to invest e.g. money markets offering the best interests