Lisa Valk
Grand Rapids,MI
Summary
Accomplished Chief Operating Officer at Family Promise of West Michigan, adept in nonprofit leadership and financial management. Demonstrated excellence in enhancing operational efficiency and strategic fiscal oversight, with a strong foundation in human resources and relationship building. Achieved significant program and budgetary growth, underscoring a commitment to organizational goals and community impact.
Overview
25
25
years of professional experience
Work History
Chief Operating Officer/Integrator
Family Promise of West Michigan
Grand Rapids, MI
11.2019 - Current
- Primary focus is to develop efficient and innovative finance, administrative, social enterprise, affordable housing, and operations practices that support the organization’s strategic objectives
- Act as lead financial officer and strategic business advisor to the CEO, senior leadership, and the Board of Directors with a focus on execution of the organization’s strategic plan and continuously improving processes
- Manage and increase effectiveness and efficiency of support services to the organization (HR, IT, Finance, Housing, and Administration) through improvement to each function as well as coordination and communication between program and business functions
- Responsible for the social enterprise initiatives for the organization
- Currently, that includes the ownership and management of two manufactured home communities
- Responsible for the oversight of the property management, grounds, maintenance and community improvements
- Develop and maintain strategic community relationships with donors, partners, vendors, and community organizations as they relate to the entire operation of the organization and its mission
- Oversee all aspects of financial management for the organization including budget preparation and approval, financial performance evaluation, and ensuring alignment with strategic plan and program execution
- Responsible for all human resource processes, policies and procedures, employee benefits, employee engagement, compensation, and internal employee communication
- In addition, responsible for new hire recruitment, candidate selection, onboarding, employee relations, and terminations
- Provide direction on matters related to asset management, risk management, benefits, insurance, business growth, and structure
- Ensure ongoing programmatic excellence, program management, and delivery and execution to ensure community and participant needs are being met
- Responsible for the supervision of all finance, operations, and housing staff
Director of Housing and Business Development
Family Promise of West Michigan
Grand Rapids, MI
09.2016 - 11.2019
- Responsible for implementing the strategic goals and objectives for the housing initiatives for the organization
- Responsible for developing and maintaining sound financial practices
- Oversee program budgets, property, and asset management
- Responsible for a $1,500,000 housing budget and 30 properties
- Accountable for all human resource responsibilities for housing program staff and interns
- Provide ongoing financial modeling, and oversee purchases, renovations, and property management of new housing program initiatives
- Develop and manage community relations, marketing efforts, donor engagement, and strategic partnerships related to housing programs and brand in the community
Human Resources Manager
HR Collaborative
Grand Rapids, MI
04.2015 - 05.2016
- Supported Human Resources Business Partners with client relationships
- Provide all human resources support for several clients
- Responsible for new hire onboarding of client employees and interns
- Maintained employee files and records for several clients
- Prepared bi-weekly payroll and maintained employee records in the payroll system for several clients
Human Resources Officer
Founders Bank & Trust
Grand Rapids, MI
06.2012 - 04.2015
- Managed recruitment process for client service representatives, client service officers, interns, commercial lending, and loan operation positions
- Worked closely with managers on creating job descriptions, job postings, internal and external recruiting, resume screening, interviewing, and extending job offers
- Responsible for all new hire onboarding
- Coordinated new hire training
- Prepared bi-weekly payroll and maintained employee records in the payroll system
- Facilitated and coordinated training for managers and emerging leaders
- Managed the annual review process for all employees
- Assisted managers in the preparation of employee performance reviews
AVP – Lending
Founders Bank & Trust
Grand Rapids, MI
09.1999 - 06.2012
- Managed a commercial loan portfolio of $25,000,000 - $30,000,000 with 75 customer relationships
- Loan portfolio was consistently one of the most profitable in the bank
- Achieved this by minimizing loan losses, favorably pricing loans and generating fee income
- Consistently met or exceeded loan portfolio growth, fee income, credit quality, and referral goals
- Achieved these goals by actively calling on prospective customers; developing a consistent sphere of influence referral sources; and expanding relationships with existing customers
- Other roles and responsibilities during this time included: ALCO; supervising a team of 3; oversight of loan policy, preparation of loan concentration reports, loan loss reserve analysis, preparation of materials required for exams and audits; and organizing several commercial loan department events
Education
BBA - Accountancy
Western Michigan University
Certificate - Human Resource Specialists
Michigan State University
Certificate - Certified Facilitator
Franklin Covey
Certificate - Nonprofit Board Leadership
Grand Valley State University
Skills
- Nonprofit Leadership
- Human Resources
- Financial Management
- Goal-oriented
- Analytical
- Skilled Relationship Builder
- Detail-oriented
- Responsible
- Compliance, banking laws, and regulations
- Planning and execution
- Operations administration
- Fiscal oversight
- Long-range goal setting
Affiliations
- Forest Hills Eastern Academic Booster Board President
Timeline
Chief Operating Officer/Integrator
Family Promise of West Michigan
11.2019 - Current
Director of Housing and Business Development
Family Promise of West Michigan
09.2016 - 11.2019
Human Resources Manager
HR Collaborative
04.2015 - 05.2016
Human Resources Officer
Founders Bank & Trust
06.2012 - 04.2015
AVP – Lending
Founders Bank & Trust
09.1999 - 06.2012
BBA - Accountancy
Western Michigan University
Certificate - Human Resource Specialists
Michigan State University
Certificate - Certified Facilitator
Franklin Covey
Certificate - Nonprofit Board Leadership
Grand Valley State University
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