Anthony Fredericks

Analyzed complex financial data and calculated credit scores/interest rates to assess client creditworthiness and mitigate risks effectively.

Approved or rejected loan requests based on thorough risk analysis, maintaining updated records of loan applications and renewals.

Developed and implemented tailored payment plans, ensuring client comprehension and adherence to loan terms.

Monitored the progress of existing loans and followed up with clients, contributing to portfolio health and risk management.

Prepared and processed payments for critical health programs, ensuring timely financial disbursements and operational continuity.

Conducted monthly bank reconciliations and variance reports, identifying discrepancies and ensuring financial accuracy.

Maintained comprehensive financial files and records, and managed contracts in STEPS (Systematic Tracking of Exchanges in Procurement), ensuring compliance with procurement regulations.

Assisted with annual audits, contributing to transparent financial oversight and accountability for significant program funding.

Interviewed and pre-approved prospective loan customers, analyzing financial status, credit, and property to determine loan feasibility.

Evaluated borrower's business history, income, and debt-to-income ratios to ensure compliance with company lending standards.

Developed and implemented creative retention strategies based on client feedback, contributing to sustained business growth.

Researched market opportunities and effectively explained product advantages, managing customer calls to close business deals.

Developed and maintained strong customer relationships, resolving complaints efficiently to ensure high customer satisfaction.

Completed sales invoices accurately and processed credit agreements, ensuring compliance with terms and conditions for purchases and promotions.

Conducted cold calls to prospect for new business, contributing to lead generation and sales pipeline development.

Maintained assigned areas and merchandise, ensuring a clean and organized sales environment.

Supervised, motivated, and developed call center representatives, including training, performance evaluation, and disciplinary actions.

Coordinated daily, weekly, and monthly coaching sessions, providing targeted feedback to improve representative performance and meet targets.

Achieved key performance targets and Service Level Agreements (ASA, CSAT, FCR), significantly improving customer service metrics.

Prepared comprehensive call center performance reports by collecting, analyzing, and summarizing data and trends for management.

Managed and directed the sales team, overseeing daily operations and ensuring achievement of sales targets.

Maintained sales location and vehicle inventory, implementing daily count reports to ensure accurate stock management.

Assisted customers with vehicle orders and developed marketing plans, which were presented to management to drive sales growth.

Upgraded and implemented new financial policies and procedures, ensuring adherence to International Standards of practices and donor requirements (USAID/SKYE, CVC/COIN, CUSO, Exxon Mobil, USAID GCSL).

Prepared comprehensive monthly and annual financial statements for audit, including bank reconciliations and variance analysis reports, utilizing QuickBooks.

Established and maintained robust cash controls and prepared budgets and cash flow statements, ensuring fiscal responsibility.

Supervised junior staff and provided technical support and training on procurement for program staff, enhancing team capabilities.

Prepared program budgets, financial data, and budget revisions, tracking expenditures and commitments on a monthly basis.

Analyzed project funding, supported monitoring and evaluation, and prepared financial reports to ensure accountability.

Developed and executed logistics and budget plans for events, ensuring full compliance with PAT rules, regulations, and cost-saving objectives.

Maintained a full inventory of MOUs, consultants, and service contracts, ensuring compliance and effective monitoring.

Implemented financial policies and procedures in conjunction with the Finance Committee, strengthening internal controls.

Established, maintained, and reconciled all accounts, including cash controls, supplier accounts, and bank statements.

Prepared monthly and quarterly financial statements, reports on variances, and comprehensive annual financial statements for audit.

Created and maintained the accounting system, ensuring accurate financial record-keeping and data integrity.

Maintained comprehensive records of receipts, expenditures, assets, liabilities, and fund balances for several Global Fund Grants (HIV, TB, Malaria, HSS).

Prepared monthly bank reconciliation statements and semi-annual supporting reports for disbursement requests, ensuring timely and accurate financial reporting.

Verified proposals and invoices, ensuring accuracy and compliance with grant requirements before processing payments.

Processed customer and account source documents, reviewing data for deficiencies and resolving discrepancies using standard procedures.

Maintained data entry requirements, inputting alphabetic and numeric information to ensure accuracy and data integrity.

Tested system changes and upgrades by inputting new data and reviewing output, contributing to system reliability.

Secured information through database backups and maintained operations by adhering to policies and procedures.

Posted customer payments and maintained accurate records, ensuring proper allocation of funds.

Verified validity of account discrepancies by investigating information from sales and customer service departments.

Resolved invalid or unauthorized deductions and collections by examining payment plans and coordinating with the collections department.

Summarized receivables and prepared monthly transfer reports to accounts receivable, ensuring accurate financial reporting.

Processed customer payments via cash/cheque, issuing accurate receipts, refunds, and credits.

Computed and recorded totals of transactions, maintaining periodic balance sheets of amounts and numbers.

Resolved customer complaints efficiently, contributing to positive customer experiences.

Maintained clean and orderly checkout areas, ensuring a professional and efficient service environment.