Oakmont Capital Services Related Content

OCS Promotes Elfering to Documentation/Titling Manager, Foulds to Funding Manager

Oakmont Capital Services promoted Tracey Elfering, CLFP, to documentation and titling manager and Jen Foulds, CLFP, to funding manager. read more

Oakmont Capital Services Expands Sales and Credit Teams

Oakmont Capital Services added Mindy Lund, CLFP, as a business development officer, Jodie Schimek as a credit analyst and Kristy Doll as a documentation specialist. read more

Oakmont Capital Services Expands Operations and Sales Teams

Oakmont Capital Services further expanded its sales and operations teams by hiring Aaron Dym as controller; Tatum Noreen, CLFP, as an inside sales representative; and Deborah Reber as an insurance specialist. read more

Moritt Hock & Hamroff’s Cohen to Present on Post-COVID-19 Documentation at NEFA Summit

Robert S. Cohen of Moritt Hock & Hamroff will be presenting at the National Equipment Finance Association’s 2021 Virtual Finance Summit. Cohen will be a panelist for a one-hour session entitled “Documentation in the Post-COVID World (E-notary/eDocs/Vaulting/Signer Verification).” read more

CLFP Foundation Announces 2021 Board of Directors, Gibbons Named President

The Certified Lease & Finance Professional Foundation announced its 2021 board of directors, including those who will serve on the executive committee as officers. Nate Gibbons of Innovation Finance was named president and Jenny Wood of Orion First Financial was named vice president. read more

Oakmont Capital Partners with Quaint Oak Bank to Expand Lending Capabilities

Oakmont Capital Holdings entered a partnership with Quaint Oak Bank. As a direct, independent lender, Oakmont Capital Holdings will expand its lending lines as it attempts to further solidify its position in the equipment finance industry. read more

Oakmont Capital Services Chooses Leasepath for Funding Platform

Oakmont Capital Services chose Leasepath, a provider of cloud-first finance origination (LOS) and customer engagement (CRM) platforms on the Microsoft Cloud for asset finance companies, as its funding and lending platform. read more

Oakmont Capital Services Promotes Linn to Sales Manager

Oakmont Capital Services promoted Elise Linn, CLFP, to sales manager. Linn will guide the OCS sales team and grow the company’s subsidy partnership relationships. read more

Oakmont Capital Services Adds Four More CLFPs to its Ranks

Last month, Jena Dirkes, Adam Domke, Jayme Gerads and Chad Primus of Oakmont Capital Services achieved the Certified Lease & Finance Professional designation, joining 15 of their colleagues who currently hold the title. read more

CLFP Foundation Adds 22 New CLFPs

The Certified Lease & Finance Professional Foundation added 22 individuals as CLFPs after they recently sat through and passed the 8-hour online CLFP exam. read more

Oakmont Finances Program for Bandit Industries’ Equipment Sales

Oakmont Capital Services partnered with Bandit Industries to offer financing, including virtual financing with flexible terms, for all credit types. read more

Managing Customer Expectations As COVID-19 Impacts the Credit Process

Keara Piekanski

The year 2020 and the effects of the COVID-19 pandemic have made life for people and industries worldwide feel like one continuous roller coaster. Many businesses, including restaurants, are still experiencing a downward trajectory, with the National Restaurant Association reporting... read more

NEFA Names Sluss New Executive Director/CEO

The National Equipment Finance Association appointed Chad Sluss, MSA, executive director and CEO, succeeding Michael Toglia, who will be leaving the role of executive director in September. Sluss will take the helm of the organization on Sept. 1. read more

Oakmont Capital Services Promotes Perlinger to VP, Syndications

Oakmont Capital Services promoted Kayla Perlinger, CLFP, to vice president of syndications. Perlinger will continue to manage the portfolio and syndications as Oakmont expands its funding relationships and increases production. read more

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