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Lori Coleman is listed as Senior Vice President, Credit at FIRST Insurance Funding based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Lori Coleman.
Lori Coleman previously worked as SVP, Credit Administration at First Insurance Funding, A Wintrust Company and Chief Financial Officer at Pacificbanc Mortgage. Lori Coleman holds Accounting And Business/Management from Northwestern University.
Specialties: Premium Insurance Funding, Credit Administration, CFO, Accounting Operations and Systems, Mortgage and Real Estate Accounting, Financial Management, Reporting and Analysis, Budgeting, Cash Flow Management, Treasurer, Internal and External Audit (SOX Compliance), US GAAP, Process Improvement, Job Costing, Business Analytics, Systems Conversions, Consolidations, Strategic Planning, Mentoring and Staff Development.Focus on Operational Excellence and streamlining data as it flows through people and systems from start to finish.Diversified professional: SVP, Credit Administration, Chief Administrative Officer, Chief Accounting Officer, Chief Financial Officer, VP Controller, VP Treasury, VP Audit, VP Financial Reporting, VP IT Financial Liaison, Systems Administrator. Systems/Technology: Salesforce, InSite, Encompass, OpenClose, LendingSpace, ReverseVision, McDonald Servicing, AMB, SAP (ERP) Systems, Abila MIP, Yardi Voyager 6.0, JD Edwards, Argus, Government systems: 4C Asset Management, PeopleSoft Controls Total Module (CTM), New Financial Environment (NFE), Access, Trueline AS/400, JD Edwards, Timberline, Quickbooks, Peachtree, Microsoft Excel, Word, PowerPoint, Visio, CRM, RCM, Avidinvoice, Sharepoint, Online banking: Wells Fargo CEO, Citibank, Flagstar, and Bank of America Direct.
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Newport Beach, California, United States
Credit underwriting and approval of deals up to $15M in amount financed and $1.6M in risk exposure. Review of premium insurance finance contracts. Managed an 8 person team. Credit analysis including in depth review of Financial statements. Minimized risk and maximized income. Collaborated with insurance brokers and C-Suite managers. Prepared presentations.
Costa Mesa
Hands-on management of all accounting, financial reporting, treasury, financial planning & analysis, GSE MBRF and NMLS MCR reporting, warehousing, investor relations, retained servicing and MSR, systems integrations and process improvement, budgeting and forecasting, internal controls, commissions reporting, human resources and payroll management.
Irvine
Managed the $2.0B loan pipeline and $75MM private company asset sale to Nationstar Mortgage in May 2013. CFO responsibilities to include; full cycle accounting, financial reporting, systems controls and administration, SOX controls, internal and external audit, treasury, cash management, warehousing contractual agreements, SEC reporting, payroll and.
Irvine, CA
Competed for and was successfully hired as part of a 15 member executive team in the Irvine satellite office of 400 plus employees. Selected to serve on the first international bank receivership and resolution of UCB to East West bank $14B with Hong Kong, Sinapore branches and 5 U.S. subsidiaries. Led teams ranging from 5-50 CPA's in the field with assets.
Newport Beach, CA
Managed daily accounting, treasury and tax operations, financial reviews,cash management, financial reporting at corporate, divisional, joint venture and consolidation levels, covering 24 team members and 11 divisions and land banking. Successfully managed through the Watt/Laing merger, 2002 recapitalization, division dispositions and 2006 buyout. Produced.
Quick answers generated from the profile data available on this page.
Lori Coleman is listed as Senior Vice President, Credit at FIRST Insurance Funding.
Lori Coleman is based in Orange County, California, United States.
Lori Coleman has worked for First Insurance Funding, A Wintrust Company, Pacificbanc Mortgage, Nationstar Mortgage Llc Dba Greenlight Loans, Fdic, and Federal Deposit Insurance Corporation (Fdic).
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Lori Coleman holds Accounting And Business/Management from Northwestern University.
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