Summary
Overview
Work History
Education
Skills
Languages
Professionalreferences
Timeline
Generic

Hellen Omalla

Regina,Canada

Summary

Results-driven financial professional with 10+ years of experience in credit analysis, financial services management, and client relationship development. Skilled in loan administration, regulatory compliance, risk management, and team leadership. Proven ability to drive business growth and enhance client satisfaction in dynamic environments.

Overview

12
12
years of professional experience

Work History

Branch Manager / Financial Services Manager

Lorriam C. Opportunities
01.2018 - 11.2023
  • Conducted financial analyses and managed loan processing to ensure compliance with internal policies and regulatory standards
  • Streamlined operations, improving loan turnaround times and service delivery to 99%.
  • Built strategic partnerships, enhancing customer retention and driving revenue growth
  • Led and mentored teams to implement operational strategies and achieve performance targets
  • Developed and executed risk mitigation strategies to safeguard financial assets
  • Monitored performance metrics and applied corrective measures to meet KPIs
  • Launched financial literacy initiatives to expand market reach, which led to new business contributing to loan book growth by 50%.
  • Implemented strategies on loan recovery processes leading to the collection of bad debts by 70%

Branch Manager / Financial Services Manager

SISDO Microfinance
11.2014 - 12.2017
  • Managed branch operations, focusing on loan portfolio growth and deposit mobilization by 40%
  • Assessed credit applications for compliance with KYC/AML and internal policies
  • Exceeded sales and operational targets through strategic leadership
  • Designed and implemented business development strategies to grow client base which led to the growth of SME products by 95%
  • Conducted risk assessments and compliance audits to minimize operational risks
  • Trained and developed staff to improve performance and customer service
  • Performed market analysis to adapt financial products to client needs

Credit Analyst / Relationship Manager

SISDO Microfinance
01.2012 - 10.2014
  • Promoted financial products and conducted credit risk assessments for SME clients
  • Delivered financial literacy and business skills training to clients
  • Managed client portfolios, offering customized financial solutions
  • Monitored account activity to ensure compliance with loan agreements
  • Achieved growth targets in loans and deposits while ensuring policy compliance
  • Identified new business opportunities through market intelligence
  • Analyzed market trends to refine product offerings

Education

Post-Graduate Certificate-Business Management -

Saskatchewan Polytechnic
Moose Jaw Campus
12.2024

Bachelor of Commerce -

Technical University of Kenya
Nairobi,Kenya
12.2015

Diploma in Business Administration -

Technical University of Kenya
Nairobi,Kenya
12.2011

Skills

  • Credit Analysis
  • Loan Processing
  • Compliance
  • Risk Management
  • KYC
  • AML
  • Client Relationship Management
  • Business Development
  • Sales Growth
  • Team Leadership
  • Staff Development
  • Financial Reporting
  • Data Analysis
  • Strategic Planning
  • Execution
  • Excels in team leadership

Languages

English

Professionalreferences

Available upon request.

Timeline

Branch Manager / Financial Services Manager

Lorriam C. Opportunities
01.2018 - 11.2023

Branch Manager / Financial Services Manager

SISDO Microfinance
11.2014 - 12.2017

Credit Analyst / Relationship Manager

SISDO Microfinance
01.2012 - 10.2014

Post-Graduate Certificate-Business Management -

Saskatchewan Polytechnic

Bachelor of Commerce -

Technical University of Kenya

Diploma in Business Administration -

Technical University of Kenya
Hellen Omalla