Experience

LRM Lender Consultants Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Co-founder & CEO

  • Jan 2021 - Present

  Helping SBA Lenders succeed by providing outsourced services for Lenders both new to SBA Lending and Lenders who are expanding their SBA departments. Services include general SBA consulting, packaging and closing, intensive servicing & liquidation, loan reviews, and training in all aspects of the SBA lending process. Services can be cherry-picked. Lenders choose only the services they need. Helping SBA Lenders succeed by providing outsourced services for Lenders both new to SBA Lending and Lenders who are expanding their SBA departments. Services include general SBA consulting, packaging and closing, intensive servicing & liquidation, loan reviews, and training in all aspects of the SBA lending process. Services can be cherry-picked. Lenders choose only the services they need.



J.R. Bruno & Associates

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Dec 2012 - Jan 2021

  Provide consulting and departmental outsourcing for banks, credit unions and CDC's. Specialize in SBA 7a and 504 lending programs. SBA loan portfolio reviews, loan packaging and closing, loan servicing, liquidations, training, and 1502 reporting. Provide consulting and departmental outsourcing for banks, credit unions and CDC's. Specialize in SBA 7a and 504 lending programs. SBA loan portfolio reviews, loan packaging and closing, loan servicing, liquidations, training, and 1502 reporting.



Lori McCausland Consulting

• Owner

  • 2008 - Jan 2021

  Provide Nationwide consulting and outsourcing for banks and credit unions and CDC's for 7a and 504 SBA loan programs. Consulting, packaging, post closing reviews, annual portfolio reviews, reconciliation of out of balance 1502 reports, SBA guaranty purchase, CPC, charge-off submissions, SBA compliance, process, documentation, servicing training. Provide Nationwide consulting and outsourcing for banks and credit unions and CDC's for 7a and 504 SBA loan programs. Consulting, packaging, post closing reviews, annual portfolio reviews, reconciliation of out of balance 1502 reports, SBA guaranty purchase, CPC, charge-off submissions, SBA compliance, process, documentation, servicing training.



Bank of Southern California formerly First Business Bank

• VP/Lending Compliance/Note Dept Manager

  • 2010 - 2013

  Managed SBA, commercial and consumer loan processing and servicing. Lending Compliance Officer. Liason between bank and all lending related vendors. Managed SBA, commercial and consumer loan processing and servicing. Lending Compliance Officer. Liason between bank and all lending related vendors.


Financial Women International
• Member

  • 2007 - 2010


Landmark National Bank

• United States
• Banking
• 100 - 200 Employee

• AVP/Loan Servicing Manager

  • Jan 2006 - Jul 2007

  Managed all SBA, commercial, and consumer loan servicing functions. Managed all SBA, commercial, and consumer loan servicing functions.



Harleysville Savings Bank

• Banking
• 1 - 100 Employee

• AVP, Loan Administrative Manager

  • 1988 - 2005

  Managed processing, underwriting, servicing of entire loan portfolio. Faciliated peer group management meetings. Chairperson for regional User's Group of Banks using specific deposit/loan platforms. Managed processing, underwriting, servicing of entire loan portfolio. Faciliated peer group management meetings. Chairperson for regional User's Group of Banks using specific deposit/loan platforms.