Oakmont Capital Services Related Content

Equipment Finance Cares Pennsylvania Event Recap

Equipment Finance Cares (EF Cares) held its second event of 2024 in Philadelphia, PA. Over 60 equipment finance professionals attended, representing 42 different organizations. read more

JA Mitsui Leasing Acquires Oakmont Capital Services

JA Mitsui Leasing, through its subsidiary, JA Mitsui Leasing USA, acquired a 100% interest in Oakmont Capital Services. The company will continue to use the Oakmont Capital Services brand, and there will be no changes to the current management or team.  read more

5 Takeaways from ELFA’s Webinar on AI for Marketers

Members of the Equipment Leasing and Finance Association’s communications committee led an informative discussion on issues around implementing AI during the association’s recent webinar, “AI for Marketers: Embracing Analytics and Creativity.” read more

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

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