Lori Coleman

About Lori Coleman

Specialties: Premium Insurance Funding, Credit Administration, CFO Consulting, Accounting Operations and Systems, Mortgage and Real Estate Accounting, Financial Management, Reporting and Analysis, Budgeting, Cash Flow Management, Treasury, 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: 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.

Experience

1. Senior Vice President, Credit

   First Insurance Funding

   Mar 2020 — Present · Newport Beach, CA, US

Education

• Northwestern University

  Accounting and Business/Management