Oakmont Capital Services Promotes Fischer, Grows Sales and Operations Teams

Oakmont Capital Services (OCS) promoted Clay Fischer, CLFP, to large ticket credit manager. Fischer has 10 years of experience in the equipment finance industry and will utilize his credit analyst expertise to help oversee the team, including newly added six staff members. OCS expanded more in the second half of 2022, adding sales and operations team members in both its Pennsylvania and Minnesota offices.

“As our volume increases and our business grows, we want to ensure we stay committed to our process and deliver the level of customer service our clients expect,” Mikki Henkelman, VP credit & risk at Oakmont Capital Services, said. “To achieve this, we need to add dedicated, knowledgeable staff to various teams to make it possible. I am also excited to announce that Clay will take on a management role, working with me to lead the credit department while focusing on larger transactions.”

OCS welcomes to the team:

  • Jenna Rubendall, staff accountant- supports OCS’s controller and accounting team by fulfilling daily funding requests. Her previous experience includes work as a staff accountant for an electrical component manufacturer
  • Alicia Moening, account manager- joins a team of finance professionals dedicated to supporting current customers. Her role centers on answering loan questions, discussing new financing opportunities, and explaining OCS’ offerings.
  • Grant Mergen, credit analyst, and Kendra Lange, credit analyst- support the growing credit department, helping review and approve customer deals quickly and efficiently.
  • Jenny Goebel, operations specialist- has 24 years of experience in the banking industry. Her new role helps the documentation and titling teams ensure process accuracy.
  • Debbie Waldron, collections specialisthas more than 25 years of experience working in the equipment finance industry. Her background includes collections, insurance and titling. She will support the collections team as OCS’ transaction volume increases.
  • Stephanie Wentland, business systems analysthas more than 10 years of experience in equipment finance. Stephanie’s role focuses on supporting the IT team with implementing technology solutions.

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