Lori Wilhite

Lori Wilhite

Secretary to the Director of Resourse Management

Followers of Lori Wilhite61 followers
location of Lori WilhiteLas Vegas, Nevada, United States

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  • Timeline

  • About me

    Advisor Assistant, First Command Financial Services

  • Education

    • University of Maryland University College

      -
      Bachelor's Degree Communication Studies GPA 3.906

      Activities and Societies: Magna Cum Laude, Alpha Sigma Lambda Honor Society, National Society for Leadership and Development Concentration in Organizational and Interpersonal Communication

    • University of Maryland University College

      -
      Associate of Arts (A.A.) Management Studies
  • Experience

    • 98th Area Support Group

      Jan 1993 - Jan 1996
      Secretary to the Director of Resourse Management

      Produce documentation with proper format and content. Review and edit proper format and content of all documentation originating from different directorates. Direct customer inquiries and concerns to appropriate staff. Coordinate meetings and conferences with participants from various locations. Maintain suspense files and track status of tasks. Process confidential information. Coordinate the Director’s schedule. Maintain a Secret level security clearance.

    • Madigan Medical Center Auxiliary (non-profit organization)

      Jun 1998 - Jun 1999
      Volunteer Coordinator, Health Services Auxiliary Heart Pillow

      Cardiac Pillow Committee Chairman, Basket Auction Assistant, Operation Santa VolunteerDocument volunteer hours and report to required agencies for 5-15 volunteers in multiple disciplines. Develop, review, revise, and improve job descriptions, standard operating procedures, and goals. Recruit volunteers. Schedule and track training to comply with health and safety requirements. Conduct planning meetings. Set timelines and provide oversight to ensure completion of tasks. Determine budget requirements. Collect and purchase supplies in accordance with budgetary plan. Recipient of the Constructing Corporate Culture Change award, 1999. Show less

    • William Beaumont Medical Center

      Jul 1999 - Jun 2001
      Treasurer, Family Readiness Group

      Treasurer, Fundraising Assistant, Fall Festival Assistant CoordinatorKeep accurate records of all FRG informal fund income, expenditures and funds on hand following Army Regulations. Execute the budget in accordance with the mission and ethics of the FRG organization. Make deposits, write checks and reconcile monthly bank statement; keep and file all receipts. Prepare monthly reports on informal fund financial status for the CEO/Commander. Review, revise, and improve Treasurer job description and standard operating procedures. Present financial reports at FRG meetings. Prepare and submit annual report to FRG Leader for submission to the CEO/Commander. Show less

    • Army Community Service

      Apr 2003 - Jun 2016
      Instructor, Army Family Team Building

      Part-time independent volunteer instructor. Develop lesson plans based on standardized course material. Assemble necessary classroom materials prior to scheduled presentation. Instruct Level I, II and III classes. Instruct select Instructor Training modules. Mentor and coach new instructors. Exercise individual presentation style while maintaining course material integrity. Incorporated student feedback from evaluation forms. Spokesperson for the program. Attend quarterly Team Meetings. Participate in pre-training meetings. Maintain personal records to include documentation of volunteer hours, Awards and training certificates, and copy same to the Volunteer Coordinator. Assist in recruitment of volunteers through contact with Family members. Recipient of the President’s Volunteer Service Award, 2010. Show less

    • Heielberg MEDDAC

      Jun 2003 - Jun 2006
      Leader, Family Readiness Group

      Support the CEO/Commander’s family readiness goals. Provide overall leadership of the FRG in accordance with Army regulations. Schedule, plan, and conduct company Family Readiness Group meetings. Review, revise, and improve all job descriptions, standard operating procedures, and goals. Delegate FRG responsibilities to select volunteers. Promote participation in FRG activities and accomplishment of FRG objectives. Identify needs or unique problems of families. Provide oversight and monitoring of FRG budget. Serve as a member of the mid-level steering committee. Coordinate administrative and logistical support with Family Readiness Support Assistant. Liaison between the FRG organization and the CEO/Commander to communicate family members’ concerns and ideas. Ensure timely information dissemination. Report to CEO/Commander with summary of the FRG self-generated funds earnings and distribution. Ensure the FRG adheres to all Army regulations and policies regarding fundraising, account balances, and expenditures. Recipient of the Dr. Mary E. Walker award for exemplary volunteerism, 2005. Show less

    • 121st Combat Support Hospital Family Readiness Group

      Jun 2006 - Jun 2008
      Advisor, Family Readiness Group

      Support the CEO’s/Commander’s family readiness goals. Advisor to CEO/Commander on FRG matters. Mentor, coach and provide solid leadership to all volunteers. Oversee all FRG operations to monitor timeliness, progress of planning and execution of the Commander's goals. Adhere to the strictest standards of confidentiality at all times. Ensure all FRG volunteers receive training specific to areas of responsibilities. Facilitate volunteer and committee meetings, encourage attendance. Gather and disseminate information. Advise FRG organizations of varying size and complexity. Assist with budget preparation. Liaison between unit-level FRGs and Regional Headquarters. Review, revise, and improve all FRG job descriptions and standard operating procedures. Coordinate administrative and logistical support with Family Readiness Support Assistant. Senior Member FRG steering committee. Steering committee chair in the absence of the CEO/Commander. Determine key steering committee volunteer personnel and delegate duties and job descriptions. Inform the CEO/Commander of significant problems that arise. Submit issues of well-being through the Army Family Action Plan to Department of the Army. Ensure FRG adheres to governing policies, regulations, operations security and to the Privacy Act of 1974. Show less

    • Irwin Army Community Hospital

      Jun 2008 - Jun 2010
      Advisor, Family Readiness Group

      Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Ad Hoc committee member. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Installation Volunteer Advisory Council member. Advisor for subordinate private organizations. Recipient of the Commander’s Award for Public Service, 2010. Member Area Volunteer Coordinator Council. Show less

    • Historical and Archeological Society of Fort Riley (non-profit organization)

      May 2009 - May 2010
      Treasurer

      Co-Chair annual budget development meeting and mid-year budget review. Execute a budget in excess of $25,000. Distribute funds in accordance with the mission and ethics of the governing board. Maintain accurate oversight for budget line items preventing committee overspending. Review, revise, and improve Treasurer job description and standard operating procedures. Maintain account in accordance with IRS and Private Organization regulations. Create monthly reports for submission to the board and Army installation. Advise governing board in succession planning. Show less

    • Walson Medical Support Activity

      Jul 2010 - Jun 2012
      Advisor, Family Readiness Group

      Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Ad Hoc committee member. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Installation Volunteer Advisory Council member. Advisor for subordinate private organizations. Recipient of the Commander’s Award for Public Service, 2012. Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Member Area Volunteer Coordinator Council. Show less

    • McGuire Officers Spouses'​ Club (non-profit organization)

      Jun 2011 - Jun 2012
      Welfare Treasurer

      Co-Chair annual budget development meeting and mid-year budget review. Execute a budget in excess of $50,000. Distribute funds in accordance with the mission and ethics of the governing board. Maintain accurate oversight for budget line items preventing committee overspending. Review, revise, and improve Treasurer job description and standard operating procedures. Maintain account in accordance with IRS and Private Organization regulations. Create monthly reports for submission to the board and Air Force installation. Member Welfare Committee. Member Area Volunteer Coordinator Council. Show less

    • Dwight D Eisenhower Army Medical Center Auxiliary

      Jun 2012 - May 2013
      Advisor, Health Services Auxiliary

      Advise the Governing Board regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Ad Hoc committee member. Advisor and mentor leadership ensuring regulatory compliance and inspection readiness. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Participate in planning and execution of various fundraising events. Show less

    • Dwight D Eisenhower Army Medical Center

      Jul 2012 - May 2013
      Advisor, Family Readiness Group

      Support the CEO’s/Commander’s family readiness goals. Advisor to CEO/Commander on FRG matters. Mentor, coach and provide solid leadership to all volunteers. Oversee all FRG operations to monitor timeliness, progress of planning and execution of the Commander's goals. Adhere to the strictest standards of confidentiality at all times. Ensure all FRG volunteers receive training specific to areas of responsibilities. Facilitate volunteer and committee meetings, encourage attendance. Gather and disseminate information. Advise FRG organizations of varying size and complexity. Assist with budget preparation. Liaison between unit-level FRGs and Regional Headquarters. Review, revise, and improve all FRG job descriptions and standard operating procedures. Senior Member FRG steering committee. Steering committee chair in the absence of the CEO/Commander. Determine key steering committee volunteer personnel and delegate duties and job descriptions. Inform the CEO/Commander of significant problems that arise. Submit issues of well-being through the Army Family Action Plan. Ensure FRG adheres to governing policies, regulations, operations security and to the Privacy Act of 1974. Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Show less

    • Bayne-Jones Army Community Hospital

      Jun 2013 - Jun 2015
      Advisor, Family Readiness Group (FRG)

      Support the CEO’s/Commander’s family readiness goals. Advisor to CEO/Commander on FRG matters. Mentor, coach and provide solid leadership to all volunteers. Oversee all FRG operations to monitor timeliness, progress of planning and execution of the Commander's goals. Adhere to the strictest standards of confidentiality at all times. Ensure all FRG volunteers receive training specific to areas of responsibilities. Facilitate volunteer and committee meetings, encourage attendance. Gather and disseminate information. Assist with budget preparation. Liaison between unit-level FRGs and Regional Headquarters. Review, revise, and improve all FRG job descriptions and standard operating procedures. Senior Member FRG steering committee. Steering committee chair in the absence of the CEO/Commander. Determine key steering committee volunteer personnel and delegate duties and job descriptions. Inform the CEO/Commander of significant problems that arise. Submit issues of well-being through the Army Family Action Plan. Ensure FRG adheres to governing policies, regulations, operations security and to the Privacy Act of 1974. Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Member Area Volunteer Coordinator Council. Show less

    • Chapel NeXt

      Jun 2014 - Jul 2016
      Administrative Assistant

      Military Chapel ministering to the spiritual needs of almost 300 parishioners, part-time primarily unsupervised work from home. Responsible for all outgoing electronic correspondence from two Chaplains as well as receive, sort, and distribute all incoming electronic correspondence. Sort written Prayer Requests (confidential and non-confidential) submitted during services or received electronically and forward to appropriate Prayer Team and Chaplains. Maintain spreadsheet (names, addresses, phone, and email information) of all members and visitors. Coordinate volunteer applications and request with appropriate committee lead. As necessary: assist in counting of special and designated offerings, e-vite congregation to special events and track responses, and occasionally assist in the creation of slides to be used during service. Show less

    • Fort Polk Spouses'​ Club (non-profit organization)

      Jun 2014 - Jan 2016

      Non-profit 501c organization dedicated to the betterment of family life for Service Members and civilian support personnel. Organize volunteer registration, hours tracking, recognition, and recruitment. Ensure Volunteers adhere to local and federal regulations and guidelines. Develop operating procedures and ensure compliance with organization Bylaws. Advise Executive and Governing Boards as necessary on a variety of topics including, but not limited to, Army Regulations, Communication, local policy and procedures, etc., as necessary or requested. Member Area Volunteer Coordinator Council. Show less Non-profit 501c organization dedicated to the betterment of family life for Service Members and civilian support personnel. Responsible for the confidentiality of personal information for over 200 members. Develop operating procedures and ensure compliance with organization Bylaws. Primary point of contact between general membership and the Governing Board. Advise Executive and Governing Boards as necessary on a variety of topics including, but not limited to, Army Regulations, Communication, local policy and procedures, etc., as necessary or requested. Show less

      • Volunteer Coordinator (temporary appointment)

        Jun 2015 - Jan 2016
      • Membership Chair

        Jun 2014 - May 2015
    • GCE - Global Connections to Employment

      Oct 2015 - Jul 2016
      Administrative Assistant

      On part-time assignment from Pro-Temp Staffing Solutions. Provide office services by implementing administrative systems; scheduling employee training; procedures and policies; and monitoring administrative projects. Responsibilities include, but not limited to: Answer and direct phone calls; Organize and schedule meetings and appointments; Proficient in multiple MS Office programs such as Word, Excel, and PowerPoint; Create, maintain, improve various documents, spreadsheets, and presentations; Maintain contact lists; Produce and distribute correspondence memos, letters, faxes, and forms; Assist in the preparation of regularly scheduled reports; Resolve administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions; Develop and maintain a filing system; Order office supplies; Book travel arrangements; Submit and reconcile expense reports; Provide general support to visitors. Show less

    • NELLIS AREA SPOUSES CLUB

      May 2017 - Jun 2018
      Operational and Social Treasurer

      Prepare monthly financial overview for Board of GovernorsEnsure committee chairs are aware of current and ongoing budget situationConduct a mid-year financial reviewPrepare suggested future year's budget for Board and Membership approvalMake depositsProcess reimbursements and disbursementsCoordinate with independent CPA for tax and financial review

    • First Command Educational Foundation

      Jun 2017 - Apr 2018
      Volunteer Educator

      Coordinate financial literacy seminar presentationsResearch topics to ensure most accurate available information is presentedPrepare materialsPresent information, answer questions, be accessible

    • Desert Spring United Methodist Church

      Dec 2017 - Mar 2025

      Responsible for the daily operations and clerical duties for an organization with over 1,000 members and a $1.2M budget with little to no supervision. Primary contact for office contracts with various companies including but not limited to IT, hosted database, and as the banking accounts manager. Review payment authorization forms for accuracy and keep all human resource records. Responsible for preparation of stewardship and other special mailings materials, compile and print weekly bulletins, produce end of year reports for District submission, and ordering office supplies. Provide friendly and welcoming assistance to internal and external customers, answering queries or directing to appropriate staff as necessary. Receive mail, process contributions, assist with various clerical duties. Maintain exceptionally high level of confidentiality for personal and financial information of employees and members. Backup payroll processor and assist the Accounts Manager with budget processes as necessary. Show less

      • Office Manager

        Mar 2018 - Mar 2025
      • General Office Volunteer

        Dec 2017 - Feb 2018
    • First Command Financial Services, Inc.

      Mar 2025 - now
      Advisor Assistant
  • Licenses & Certifications

    • Instructor, Army Community Service

      U.S. Army
      Oct 2009
    • Instructor

      Army Family Team Building
      Apr 2003
  • Honors & Awards

    • Awarded to Lori Wilhite
      Outstanding Civilian Service Medal Office of the Surgeon General of the Army Mar 2015 The third highest honor within the Department of the Army civilian awards that may be granted to a private citizen; approval authority in the rank of Major General or above.Eligibility:Civilians not employed by the Army who serve the Army in an advisory capacity or as consultant.Criteria:For outstanding service that makes a substantial contribution or is of significance to the Major Command.
    • Awarded to Lori Wilhite
      Commander's Award for Public Service COL Beverly Land Jun 2012 The fourth highest public service honorary award that may be granted to a private citizen.Eligibility: Civilians not employed by the Army who serve the Army in an advisory capacity or as consultant.Criteria:This award is given to recognize service or achievements that contribute significantly to the accomplishment of the mission of an Army activity, command, or staff agency.
    • Awarded to Lori Wilhite
      Commander's Award for Public Service COL Jeff Johnson Jun 2010 The fourth highest public service honorary award that may be granted to a private citizen.Eligibility: Civilians not employed by the Army who serve the Army in an advisory capacity or as consultant.Criteria:This award is given to recognize service or achievements that contribute significantly to the accomplishment of the mission of an Army activity, command, or staff agency.
    • Awarded to Lori Wilhite
      President's Volunteer Service Award Army Community Service 2009 The premier volunteer awards program, encouraging United States citizens or lawfully admitted permanent residents of the United States through presidential recognition to live a life of service.
    • Awarded to Lori Wilhite
      President's Volunteer Service Award Army Community Service 2008 The premier volunteer awards program, encouraging United States citizens or lawfully admitted permanent residents of the United States through presidential recognition to live a life of service.