Office & Branch Manager Finance Specialist

Markitta Donaldson

*****************@*****.*** 843-***-****

Education

Associate in General Business Technical College of the Lowcountry 2010

Objective

Experienced Office and Branch Manager in the finance industry, skilled in operations management, team leadership, and customer relations, with a commitment to efficiency, compliance, and business growth.

Professional Experience

Kinsmith Finance

Office Manager / Branch Manager

October 24, 2011 – Present

Lead daily branch operations for a consumer lending office specializing in installment loans.

Manage the full loan lifecycle, including application review, underwriting, approvals, and funding.

Ensure compliance with all federal, state, and company lending regulations and policies.

Oversee branch profitability through effective portfolio management, collections, and expense control.

Supervise, train, and develop staff to maintain high performance and excellent customer service standards.

Build and maintain strong customer relationships, addressing concerns and resolving issues professionally.

Conduct local marketing and community outreach to grow the customer base and increase loan volume.

Handle delinquency management and collections while maintaining compliance and customer respect.

Prepare reports, maintain accurate records, and support audits and internal reviews.

Lillie’s Angels

Caregiver

December 2021 – Present

Provide compassionate, patient-centered care to clients in their homes.

Assist with daily living activities, including personal care, mobility support, and meal preparation.

Monitor client well-being and report changes in condition to family members or supervisors.

Maintain a safe, clean, and supportive environment for clients

Key Skills

Branch & Office Management

Consumer & Installment Lending

Loan Processing & Underwriting

Regulatory Compliance

Collections & Portfolio Management

Staff Training & Development

Customer Service Excellence

Sales & Local Marketing

Conflict Resolution

Time Management & Organization

Additional Strengths

Long-term leadership and loyalty within one organization

Strong knowledge of lending operations and compliance requirements

Ability to balance customer service with business goals

Trusted manager with a reputation for professionalism and accountability

Systems/ Platforms

Proficient in Microsoft Office: Word, Excel, PowerPoint and Outlook.

Vanguard

MLA

Accurint

Notable Accomplishments

Outstanding Manager Award (2014) — Recognized for exceptional leadership, team performance, and operational excellence.

Best of the Best / Top Performing Office (2016–2019) — Led a consistently high-performing office ranked among top performers over multiple consecutive years.

Kinsmith Club / Top BOE Producer (2023–2026) — Achieved sustained top-tier production status, recognized as a leading BOE producer.

References

William Fountain 912-***-****

Taharia Mattis 843-***-****

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