Lori Clark

Duties include: Previous position duties Plus:

Administrative, Lending & Finance Coordinator - Community Futures Development Corporation of Nicola Valley

(2025-08)

Duties include: Previous position duties Plus:

• Responsible for the development, analysis, and recommendation of loan proposals to the Loan Committee. Shares responsibility for managing the overall Investment Funds (loan) portfolio.
• Receive, analyze and provide recommendations and reports based on loan applications and client inquiries.
• Perform initial loan inquiries and initiate loan application process, according to CFNV policy, including credit investigations.
• Present final recommendations and supporting information to CFNV Lending Committee – the Loans Coordinator will sit as an ex-officio on this committee. Upon approval, ensure all security documents for the loan are complete, accurate, and registered.
• Create Loan profile in TEA Database (Common Goals Software)
• Prepare all Loan documentation and disburse funds to client.Investment Fund Management:
• Manage all loan records for completeness, accuracy, and compliance with Western Development and other stakeholder requirements. Includes tracking and reporting procedures.
• Loan review and monitoring – collect regularly scheduled payments and post against loan amounts, update Lending Committee and Board of Directors on portfolio health, and communicate with clients regarding any loan activity.

Administrative & C.E.D. Assistant - Community Futures Development Corporation of Nicola Valley

(2024-02 - 2025-08)

Duties include

• Assistance and input in Annual Operations Plan and create the Annual Performance Reports for PacifiCan.
• Board of Directors support including orientations, agendas, meeting minutes and general correspondence.
• Clerical duties including reception, filing, responding to emails, etc.
• Liaise with community organizations and participate in community functions organized by CFNV.
• Identify potential Community Economic Development projects and activities and assist in preparation and presentation for Board approval.
• Planning, coordination and completion of projects.
• Identifying and communicating funding resources.
• Creating and publishing marketing content on CFNV social media profiles.
• Assist Finance Manager with Sage entries as needed (Accounts Payable, Accounts Receivable, Payroll)
• Project based assistance including planning, coordination, execution, completion and reporting.
• Enter and maintain information in internal TEA database.

Auto Insurance Broker - HUB International Insurance Brokers

(2023-10 - 2024-03)

Duties include

• All aspects of Auto Insurance Registration
• Providing accurate product knowledge and client education of Insurance coverage for ICBC and Private Insurer products
• Ensure clients obtain the appropriate auto insurance coverage that best suits their specific needs
• Recommend and promote the best Travel Insurance coverage that fits each unique traveler

Operations Manager - Scw’exmx Community Health Services Society

(2009-02 - 2022-07)

Duties include

• All aspects of Accounts Payable and Full cycle Payroll
• Provide day-to-day support for all staff
• Direct Supervision of 7 Departments including Administration Staff
• Responsible for all Government Remittances and Society reports
• Plan Administrator for Group Benefits and company Pension Plan
• Systems Champion for Mustimuhw Database System
• Oversaw fleet of 32 vehicles – scheduling, service, maintenance, insurance
• Monthly complex Bank Reconciliations & Journal entries
• Extensive use of Xyntax Accounting Software
• Liaisons with First Nations Health Authority, government agencies, stakeholders, other health services, vendors, community members, Chief and Councils and Board of Directors.

Bookkeeper - Lic Shoak

(2008 - 2010)

• Create and maintain company files
• Record purchase and sales invoices
• Produce financial statements
• Prepare complex bank reconciliation statements and petty cash summaries
• Working knowledge of Simply Accounting Software

Bartender/Server - Grand Pub and Grill

(2002 - 2009)

• Maintained inventory
• All aspects of customer service
• Liaison with product representatives
• Accurate handling of cash – float balance / cashing in and out
• Extensive use of the PosiTouch computer system – point of sale and credit card

Store Manager - Subway - Merritt

(1999 - 2002)

• Managed all features of business, including client service, sales, purchasing, accounting, franchise reporting, hiring and training
• Handled inventory, ordering, scheduling of employees
• Supervised product inventory, verified quantity and quality of product received.

Manager - Journeyman’s Restaurant Chilliwack

Other Experience

Various Bookkeeping tasks for small businesses

Other Experience

Active Volunteer - Merritt & Nicola Valley Emergency Support Services (ESS)

(2023)

Volunteer Activities

Board Director - Walk of Stars Society

(2025)

Volunteer Activities

Certified Aboriginal Professional Administrator Diploma (CAPA) - Aboriginal Finance Officers Association

Certified Aboriginal Finance Manager (CAFM) - 2 Credits needed to complete - Aboriginal Finance Officers Association

Individual Courses - Accounting135, Accounting 148, Business Math, Organizational Behavior, Business Communications, and Supervisory Skills 1305 - BCIT/Cariboo College

High School Diploma (1986)