Lori Coleman

Lori Coleman Email and Phone Number

Senior Vice President, Credit at FIRST Insurance Funding
Lori Coleman's Location
Orange County, California, United States, United States
About Lori Coleman

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.

Lori Coleman's Current Company Details

Senior Vice President, Credit at FIRST Insurance Funding
Lori Coleman Work Experience Details
  • First Insurance Funding, A Wintrust Company
    Svp, Credit Administration
    First Insurance Funding, A Wintrust Company Mar 2020 - Aug 2024
    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 on large >$20M deals.
  • Pacificbanc Mortgage
    Chief Financial Officer
    Pacificbanc Mortgage Feb 2015 - Jul 2019
    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.
  • Nationstar Mortgage Llc Dba Greenlight Loans
    Vice President Of Accounting
    Nationstar Mortgage Llc Dba Greenlight Loans May 2012 - Nov 2014
    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 commissions, FV options and hedging, Freddie/Fannie retained servicing portfolio.
  • Fdic
    Senior Financial Manager
    Fdic Mar 2009 - Jul 2010
    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 from $400MM to $40B. Staffed up and trained a 26 member team in house, which was responsible for many FDIC assets, property management accounting and analysis, loss sharing contracts, REO and fixed assets.
  • Federal Deposit Insurance Corporation (Fdic)
    Senior Finance Manager
    Federal Deposit Insurance Corporation (Fdic) 2009 - 2010
  • John Laing Homes
    Avp Corporate Accounting/Treasury
    John Laing Homes 1997 - 2008
    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 MDA and performance review packages, budgets and forecasts.
  • John Laing Homes
    Avp, Corporate Accounting, Treasury, Tax
    John Laing Homes 1997 - 2007

Lori Coleman Education Details

Frequently Asked Questions about Lori Coleman

What is Lori Coleman's role at the current company?

Lori Coleman's current role is Senior Vice President, Credit at FIRST Insurance Funding.

What schools did Lori Coleman attend?

Lori Coleman attended Northwestern University.

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