Requirements

Qualifications & Experience

• Diploma or Bachelor’s degree in Business, Finance, Economics, or related field
  
• 0–12 months experience (internships or entry-level roles acceptable).
  

Skills and Attributes

• Demonstrates a strong willingness to learn, adapt, and grow
  
• Effective communication skills in both English and Swahili
  
• Good public speaking skills.
  
• Solid analytical and organizational capabilities
  
• High attention to detail and accuracy
  
• Professional, accountable, and results-oriented attitude
  

Portfolio Support

Your responsibilities include, but are not limited to, the following:

• Assist in maintaining accurate member trackers and Customer Relationship Management updates.
  
• Support data entry for payments, employment status, and engagement logs.
  
• Monitor basic portfolio metrics and flag inconsistencies.
  

Member Engagement Support

• Conduct follow-ups via calls, SMS, and email as per operational guidance provided.
  
• Send repayment reminders and confirm receipt of payments.
  
• Escalate complex or sensitive cases to the Associate.
  

ISA Advisory Support

• Assist in preparing for ISA advisory sessions.
  
• Attend sessions and document outcomes in Customer Relationship Management.
  
• Support employment verification checks and documentation.
  

Reporting Support

• Support in preparing weekly and monthly reports.
  
• Track basic KPIs such as follow-up rates and contact success rates.
  
• Support data clean-up and validation exercises.
  

Compliance and Documentation

• Ensure all interactions are properly logged in Customer Relationship Management within 24 hours.
  
• Maintain organized digital records of member engagements.
  
• Support adherence to documentation standards (no verbal agreements).
  

Learning & Development Focus

• Understanding the Income Share Agreement (ISA) model
  
• Exposure to collections lifecycle and portfolio management
  
• Development of communication and negotiation skills
  
• Data accuracy and reporting discipline
  
• Compliance and regulatory awareness