Lori Dorcik (Sphr, Gphr) Email & Phone Number

Cary, North Carolina, US

I am thrilled to embark on a new chapter in my career as Chief Operating Officer at Carolina Family Estate Planning. Leading operations with a focus on innovation, efficiency, and client satisfaction, while protecting what matters to you most, your family! As we continue to grow, we will redefine excellence and drive forward-thinking strategies as an.

Huntersville, NC, US

• Lead organizational design and development across the USA, Canada, Mexico, Uruguay, Brazil, and Chile.
• Initiate and develop the Human Resources side of the Chilean Subsidiary, setting a foundation for its growth and operations.
• Spearheads the integration of advanced production capabilities to meet evolving business needs, focusing on automation and requiring a shift towards a new workforce skillset.
• Design and implement advanced training programs catering to all skill levels, enhancing employee performance.
• Plays a pivotal role as one of eight members in the global Cultural Change Team, driving significant shifts in company culture with a focus on diversity and inclusion initiatives.
• Establish and maintain an internal Wellness Program, promoting employee health and reducing healthcare claims.

Huntersville, NC, US

• Served as a key member of the global HR management team, focusing on leadership development, staffing, succession planning, and workforce planning.
• Led a diverse HR team, including an HR Manager, Training Specialist, Recruiter, HR Admin Specialist, and administrative staff, driving HR initiatives and improvements.
• Collaborated with an international HR management team of four regional HR coaches to support global initiatives and foster teamwork.
• Developed and implemented a national OSHA-approved safety program, creating more effective procedures and ensuring annual reporting and certifications.
• Defined and created an intentional company culture through cultural training sessions, the establishment of a Culture Committee, and inclusive celebrations of diversity.
• Provided coaching to management on strategic staffing and interpersonal employee issues, improving leadership effectiveness and employee relations.

Huntersville, NC, US

• Conducted comprehensive training and development programs to bolster employee skills and performance.
• Provided coaching to management on strategic staffing and resolving interpersonal employee issues, improving team dynamics and effectiveness.
• Spearheaded the recruiting process, from identifying to interviewing qualified candidates, utilizing in-house and external recruiters, and attending job fairs.
• Addressed employee and employer concerns, including workforce planning, on-boarding, and legal compliance, to maintain a harmonious workplace.
• Managed the Affirmative Action Plan, fostering diversity and inclusion within the workplace.
• Implemented and managed the Affirmative Action Plan, including its design and annual reporting, to ensure compliance and promote diversity.

Huntersville, NC, US

• Facilitated smooth onboarding processes for new hires, ensuring a seamless integration into the company culture.
• Managed the company's safety program, implementing measures to ensure a secure working environment for all employees.
• Maintained comprehensive records and performed journal entries for benefits and compensation, addressing employee concerns efficiently.
• Addressed both employee and employer concerns, focusing on workforce planning, onboarding, and legal compliance to foster a supportive work environment.
• Oversaw the Accounts Receivable (A/R) processes for new customer setup and credit approval in Canada, enhancing customer relations and financial integrity.
• Provided support for U.S. financial operations, including meticulous bank reconciliations, to maintain accurate financial records.

• Developed and implemented comprehensive policies and procedures to streamline operations and maintain regulatory compliance across HR, finance, and IT departments.
• Spearheaded the creation and revision of organizational policies and procedures, fostering a structured and efficient operational framework.
• Managed human resources tasks, including record-keeping, overseeing worker’s compensation and unemployment claims, processing payroll, and conducting insurance audits to ensure organizational compliance and efficiency.
• Ensured legal compliance in all HR practices, including worker’s compensation, unemployment claims, payroll processing, and insurance audits, minimizing risk and promoting a safe working environment.
• Designed staffing strategies to optimize workflow and resource allocation, achieving maximum efficiency and productivity across departments.
• Handled all aspects of finance operations, including accounts receivable (A/R) and accounts payable (A/P), ensuring accurate and timely financial transactions.

• Designed and developed databases and websites tailored to client needs, ensuring user-friendly interfaces and robust functionality.
• Provided contracted HR support services, assisting businesses in streamlining their human resources operations and improving employee management.
• Founded and managed a Web, Database Design, and Computer Support business, overseeing all aspects of operations, marketing, and customer service.
• Led project management efforts, from conception through to delivery, ensuring projects were completed on time, within budget, and to the highest standards.
• Implemented innovative digital solutions for clients, enhancing their online presence and operational efficiency through cutting-edge technology.
• Fostered strong relationships with clients and vendors, building a reputation for reliability, quality, and excellence in service delivery.

• Managed HR operations, including benefits administration, workers' compensation, unemployment claims, and payroll processing.
• Ensured legal compliance in HR practices, focusing on benefits, workers' comp, and payroll.
• Coordinated staffing for seasonal positions, implementing strategies to retain top talent.
• Designed, maintained, and provided IT support for web platforms to enhance online presence.
• Streamlined web design processes, ensuring website maintenance and IT support were effectively managed.
• Oversaw financial processes, including accounts receivable (A/R) and accounts payable (A/P).

• Directed a 500-person service team, implementing Lowe’s directives to achieve exceptional service standards and operational goals.
• Rapidly advanced from an administrative role to a management position due to demonstrated efficiency, reliability, a friendly demeanor, and adept learning abilities.
• Demonstrated strong analytical skills and efficiency in executing projects and managing team members, ensuring timely completion of objectives.
• Led project management for quarterly campaigns across 1264 Lowe’s stores, driving sales growth and enhancing brand visibility.
• Excelled in effectively disseminating important project information to teams, tailoring communication to meet specific departmental needs.
• Developed and implemented policies and procedures to standardize office operations, optimizing productivity and enhancing organizational efficiency.