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Oakmont Capital Services Expands Credit and Sales Teams

March 20, 2020, 07:25 AM

Oakmont Capital Services (OCS) continues to add equipment finance specialists to its growing team, including, most recently, credit and sales professionals. As a direct lender, OCS is committed to expanding its business to offer customers fast, simple and easy solutions.

OCS’s credit team welcomed Jill Heinen and Clay Fischer, CLFP, as credit analysts. Heinen is an experienced credit analyst and will assist in processing and decisioning applications. Fischer is also an experienced credit analyst and holds the Certified Lease & Finance Professional (CLFP) designation. His expertise with financial statements and advanced credit analysis will add efficiencies to OCS’s credit process.

“Both Jill and Clay are excellent additions to our already strong credit team,” said Daryn Lecy, CLFP and Vice President of Operations. “We’re always looking for ways to make credit approvals faster for our customers, and with both Jill and Clay’s experience, we know we’ll only continue to exceed our customers’ expectations.”

OCS also added a Business Development Officer to the sales team. Carrie Jaenicke has worked across various industries, such as construction, landscaping and woodworking, to make financing possible. In her role with OCS, she will focus on building and maintaining strong, long-lasting relationships with vendors and dealers by supporting them with creative finance options.

“We’re excited to add Carrie to our growing sales team,” said Jim Peach, CLFP and Vice President of Sales and Marketing. “For nearly two years, we’ve been building out our sales team with equipment finance professionals to serve our customers and partners better. Carrie jumped right in on day one and is already a great asset to the OCS family.”

Oakmont Capital Services, LLC, is headquartered in West Chester, PA, with an office in Albany, MN. Founded in 1998 by Managing Members Joe Leonard, CLFP, and Megan Zoba, Oakmont Capital Services (OCS) is a direct, independent lender, providing commercial equipment financing and working capital throughout all 50 states.

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