Luanne Woods, CLFP – Vendor service manager, UniFi Equipment Finance
Kara Ziegler, CLFP Associate – Staff accountant, ECS Financial Services
Harris attended the ALFP hosted by Wintrust Specialty Finance in Irvine, CA and stated, “Going through the ALFP course and the CLFP exam was such a great experience. The material covers a wide range of topics about all aspects of the equipment leasing business; I highly recommend the class and test for anyone involved in the industry. I chose to pursue the CLFP designation so that I could challenge myself, while also learning how to better serve my company and clients. I believe that by increasing my knowledge base specific to the leasing industry, I have improved my ability to bring value to all constituents involved in the process from origination to funding to portfolio management.”
The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the equipment finance industry. There are currently 754 active Certified Lease & Finance Professionals and Associates.
In the press release announcing Balboa’s recent $50 million corporate note financing, you mentioned that this transaction will support your growth strategy from 2021 and beyond. Can you tell us a bit more about those plans? Heather Parker: Balboa Capital... read more
What was the biggest challenge your company faced in 2020 and how did you overcome it? Dave Fate: The biggest challenge we faced was the sudden stop in travel and loss of opportunity to meet face to face with customers,... read more