Oakmont Capital Services (OCS) promoted Clay Fischer, CLFP, to Large Ticket Credit Manager. Fischer, who has a decade of experience in the equipment finance industry, will utilize his credit analyst expertise to help oversee the team, including newly added staff members.
“As our volume increases and our business grows, we want to ensure we stay committed to our process and deliver the level of customer service our clients expect,” said Mikki Henkelman, VP Credit & Risk and CLFP with Oakmont Capital Services. “To achieve this, we need to add dedicated, knowledgeable staff to various teams to make it possible. I am also excited to announce that Clay will take on a management role, working with me to lead the credit department while focusing on larger transactions.”
OCS continues to expand in the second half of 2022, adding sales and operations team members in both its Pennsylvania and Minnesota offices. OCS welcomes to the team:
Jenna Rubendall, Staff Accountant, supports OCS’s Controller and accounting team by fulfilling daily funding requests. Her previous experience includes work as a staff accountant for an electrical component manufacturer and a year of service for AmeriCorps.
Alicia Moening, Account Manager, joins a team of finance professionals dedicated to supporting current customers. Her role centers on answering loan questions, discussing new financing opportunities, and explaining OCS' offerings.
Grant Mergen, Credit Analyst, and Kendra Lange, Credit Analyst, support the growing credit department, helping review and approve customer deals quickly and efficiently.
Jenny Goebel, Operations Specialist, has 24 years of experience in the banking industry. Her new role helps the Documentation and Titling teams ensure process accuracy.
Debbie Waldron, Collections Specialist, has over 25 years of experience working in the equipment finance industry. Her background includes collections, insurance, and titling. She will support the collections team as OCS’ transaction volume increases.
Stephanie Wentland, Business Systems Analyst, graduated from St. Cloud State University and has over 10 years of experience in equipment finance. Stephanie’s role focuses on supporting the IT team with implementing technology solutions.