DONNA M JOHNSON

SMART BOOKS FOR U, LLC

O’FALLON, MO 63366

PHONE: 636-***-****

EMAIL: ac6xul@r.postjobfree.com

SUMMARY:

Experience in establishing and maintaining all processes within an office environment. Well developed organizational skills with the ability to meet and exceed deadlines. Highly focused on providing excellent customer service.

EXPERIENCE:

2017 – Present Richardson’s Pro Tax

Seasonal

Assist customers in gathering information and preparing their personal taxes.

2003 – 2014 Freedom Bank of Southern Missouri, Cassville and Seligman, MO

President 2006 – 2014

Manage all operations and loan processes within the Seligman branch of Freedom Bank.

Serve as an Executive Officer on the Board of Directors in establishing strategic direction, pricing strategies, growth projections and staff development for the overall operations of the bank.

Serve on the loan pricing committee to ensure competitive and profitable rates.

Establish and maintain the branch budget for loan and operational items including interest income, other fee income, interest expense, and salary/benefit expense for branch employees as well as building maintenance.

Growth of assets exceeding $14 million dollars, $13 million dollar loan portfolio and $13 million dollar deposit portfolio in the first six years of the branch operation.

Develop and implement marketing strategies to create a solid customer base within the Seligman branch location, resulting in growth of 1500+ new customers.

Underwrite and review 400+ consumer, commercial and real estate loans per year.

Ensure compliance and regulations are adhered to within the loan and operations departments.

Implement processes which complement and ensure seamless operations between all bank facilities.

Responsible for staff supervision and development of branch employees.

Loan Officer 2003 – 2006

Coordinate loan process between customers and bank personnel for consumer, commercial, and real estate loans.

Perform financial analysis and underwriting process for each loan application.

Coordinate acquiring repossessions, providing all disclosures and disposing of the assets.

Prepare loan documentation to ensure compliance with government regulations.

1997 – 2003 Commerce Bank, Cassville, MO

Commercial Loan Officer 1997 – 2003

Perform financial analysis and prepare reports of major loan customers.

Process, review and approve commercial/personal loan applications.

Perform physical reviews of customer loan collateral and property valuations.

Develop and implement marketing strategies directed at maintaining and increasing customer base.

Audit loan documentation to ensure compliance with government regulations while ensuring completeness and timely filing of applications.

1988 – 1995 Payless Cashways, Inc., Kansas City, MO

Inventory Accountant 1990 – 1995

Provided reconciliation of book inventory to physical inventory of 26 stores while achieving savings in excess of $50K through correction of inventory process for newly acquired vendor.

Assisted in creating mechanized process for returned goods and received credits.

Tax Assistant 1988 – 1990

Supported Sales and Use Tax return process for stores throughout the company area. Coordinated audit process with external auditors regarding corporate taxes.

1977-1988 Southwestern Bell Telephone Company, Kansas City, MO

Administrative Assistant 1977 – 1988

Maintained an office environment supporting 12-15 Managers. Managed the work activities of 6-8 office clerks in support of the office environment.

CERTIFICATES:

QuickBooks Certified Pro Advisor

Xero Advisor Certification

Hubdoc Certification

EDUCATION:

Graduate Degree in Banking, Graduate School of Banking – Wisconsin, August 2007

Bachelor of Science-Accounting, Rockhurst College, May 1995

Bachelor of Science-Business Management, Rockhurst College, August 1987

EXTRACURRICULAR ACTIVITIES:

Assumption of the Blessed Virgin Mary – Parish Office Volunteer

Knights of Columbus Ladies Auxiliary, Past President

Graduate School of Banking Class of 2007 Class President

Graduate School of Banking – Alumni Representative

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