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Oakmont Capital Services Adds Five to Its Teams

December 21, 2021, 07:23 AM

Oakmont Capital Services (OCS) announced the addition of five employees across four teams. OCS has welcomed a Director of IT, an Operations Specialist, a Documentation Specialist and two Credit Analysts. These team members support Oakmont’s continued growth in the equipment finance industry.

William (Bill) Schmidt, MBA, joined OCS as the Director of IT. With more than four decades of information technology expertise, Schmidt leads the company’s efforts to innovate systems, stay connected via the Microsoft suite of services, and thwart hacking and cyber-attacks.
“I’ve known Bill for many years, and I’m happy to have him on board with OCS as our Director of IT,” said Joe Leonard, CLFP, OCS President/CEO. “Bill was an integral part of our recent CRM overhaul with Leasepath, which was a huge undertaking to improve efficiencies and provide a more streamlined funding process. OCS is committed to being innovators in the equipment finance industry, and I’m confident Bill will help us continue to achieve our goals.”

OCS has also added Rachel Hoffman, Operations Specialist, to the team, plus Sara Birr, Documentation Specialist; Alyson Och, Credit Analyst; and Maria Trettel, Credit Analyst. All four professionals will offer expertise to provide excellent service and a streamlined process for customers.

“Our operations, documentation and credit teams continue to grow as our funding volume increases. We are glad to welcome Rachel, Sara, Alyson, and Maria, who are already great assets to the OCS team,” said Leonard.

Oakmont Capital Holdings, LLC d/b/a Oakmont Capital Services is headquartered in West Chester, PA, with an office in Albany, MN. Oakmont Capital Services is a direct, independent lender, providing commercial equipment financing and working capital throughout all 50 United States.

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