Names of assistants | Experience | Cell Number | Location | Time Zone | ||
Loreen Moyo | Accounting experience | loreenmoyo00@gmail.com Google meet link: Meet | +27734179702 | +263787334436 | Bulawayo, Zimbabwe | +7hrs |
Samantha Cummings | Customer Service experience | samanthacummings86@gmail.com Google meet link: Meet | +263772166634 | Harare, Zimbabwe | +7hrs | |
Onboarding and training
Determine resources
Set up access to necessary systems
Contact customers:
Confirm bank details
Invite the customer back for new loans in the future
Thank them for their loyalty
Prepare batch spreadsheets
Inform/Remind them of the referral program
Orientation
Perform risk review of new loan applications
Hand over to loan officers for completion
Orientation
Set up access to Nuclino
Organise Nuclino workspaces and content
Write SOPs for accounting
Set up access to Xero
Assist with certain accounting related functions
Orientation
Assess all channels (e.g. social media, email, WhatsApp)
Respond to customer enquiries out of normal office hours
Assist with loan applications where applicable
Handover to office staff during normal office hours