Oakmont Capital Services Related Content

Joe Leonard: Consistently Building and Retaining Customer Relationships

Joe Leonard is one of the founders of Oakmont Capital Services and for the last 25 years, he has led the company by prioritizing customer service and retention. Now that Oakmont has entered the Monitor 100, Leonard is even more dedicated to its continued growth.... read more

Oakmont Capital Services Wins ELFA’s 2023 Ops & Technology Excellence Award

The Equipment Leasing and Finance Association announced that Oakmont Capital Services is the recipient of the 2023 Operations and Technology Excellence Award. The company’s award-winning project will be showcased during the ELFA’s Operations & Technology Conference in September. read more

Oakmont Capital Services Earns Spot on 2023 Inc. 5000

Oakmont Capital Services ranked No. 1,622 on the 2023 Inc. 5000, which ranks the fastest growing private companies in the U.S. read more

Oakmont Capital Services Promotes Noreen and Schimek, Expands Team

Oakmont Capital Services promoted Tatum Noreen, CLFP, to inside sales manager and Jodie Schimek, CLFP, to credit supervisor. OCS also hired Alex Gerads and Brooke Poepping as account managers and Sara Revermann as a receptionist. read more

Equipment Finance New Business Volume Inches Up 1% in May

According to the Equipment Leasing and Finance Association, overall new business volume in the equipment finance industry in May was $9.5 billion, up 1% year over year from new business volume in May 2022. read more

Oakmont Capital Service Expands Several Departments with 5 New Hires

Oakmont Capital Services expanded several departments with the recent onboarding of several professionals in both West Chester, PA, and Albany, MN. OCS also hired Jeff Schubert as a business development officer to oversee its working capital product. read more

Oakmont Capital Services Promotes Strangler, Birr and Laird

Oakmont Capital Services promoted Sara Birr and Trista Strangler to supervisor roles at its Minnesota location and Melanie Laird to a finance coordinator role at its Pennsylvania headquarters. read more

Oakmont Capital Services Reaches 25-Year Milestone

Oakmont Capital Services will celebrate its 25th anniversary this year. Since its founding in 1998, OCS has matured into a direct lender with offices in both West Chester, PA, and Albany, MN, and a staff of more than 60 finance professionals. read more

Oakmont Capital Services Promotes Chandlee, Welcomes Additional Team Members

Oakmont Capital Services (OCS) promoted Bill Chandlee to asset manager and added two new hires: Jacqueline Bernier and Gabrielle Vitelli-Clerico. read more

Oakmont Capital Services Implements Tamarack Technology’s AI Product Suite

Oakmont Capital Services implemented the artificial intelligence suite of products from Tamarack Technology as part of its efforts to “work smarter” by using technology to enhance workflows and increase operational efficiency. read more

Oakmont Capital Services Promotes Fischer, Grows Sales and Operations Teams

Oakmont Capital Services promoted Clay Fischer, CLFP, to large ticket credit manager. Fischer 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. read more

Oakmont Capital Services Promotes Henkelman to VP of Credit and Risk

Oakmont Capital Services promoted Mikki Henkelman, CLFP, to vice president of credit and risk. In this role, Henkelman will oversee the credit department at Oakmont Capital Services, managing process implementation and risk management. read more

Oakmont Capital Services Adds New Employees, Growing Team to 50 Professionals

Oakmont Capital Services added four new employees across its Pennsylvania and Minnesota locations in both sales and operations. These latest personnel additions bring Oakmont Capital Services’ team to 50 finance professionals. read more

Oakmont Capital Services Expands Staff in Multiple Departments

Oakmont Capital Services hired eight new professionals, including Tabitha Renneker as a business development officer, Jacki Thielen as a sales coordinator, Missy Koltes as a broker services specialist, Ana Suarez as a marketing coordinator and Kayleen Redman and Kayla Harren as operations specialists. read more

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