OCS Team Earns Equipment Finance Industry’s Top Credential

We are proud to announce that six more Oakmont Capital Services Employees Achieve CLFP Designation!

“It is with great pleasure and pride that I can announce all six of our financing professionals that sat for the CLFP
on Saturday, April 20, have passed the exam. This dedication to professionalism and ethics helps our entire organization as we seek to be a leader in the equipment finance marketplace, and I couldn’t be prouder.”

Joe Leonard, CLFP
Managing Member at Oakmont Capital Services


Recently, six Oakmont Capital Services professionals achieved the coveted Certified Lease & Finance Professional (CLFP) designation awarded by the CLFP Foundation, joining seven of their colleagues who already hold the title. The CLFP is the preeminent credential for equipment leasing and financing professionals throughout the world who have demonstrated competency through testing of knowledge, continuing education and a commitment to their business practices and dedication to the industry.

Beyond their CLFP status, the new CLFPs make financing possible for customers and vendors each day. The latest CLFP’s at Oakmont Capital include:

Sean Eidle, CLFP, is a Business Development Manager who works directly with customers and assists other sales personnel with the funding process, handling documentation and correspondence between customers and vendors.

Tracey Elfering, CLFP, is a Business Development Coordinator and utilizes her 18 years of documentation, titling, and UCC experience to solidify Oakmont Capital’s back-office operations.

Jen Foulds, CLFP, is a Documentation Coordinator that has been with Oakmont Capital for over eight years and currently oversees the documentation process while assisting with funding.

Elise Linn, CLFP, is a Business Development Officer who has more than 17 years of experience in the equipment finance industry and specializes in partnering with vendors, manufacturers, and end-user customers.

Michael McElroy, CLFP, is a Business Development Officer specializing in national manufacturer financing programs and creating unique solutions to help vendors sell more equipment.

Amanda Town, CLFP, is a Credit Analyst with eight years of experience in the financial sector who is responsible for analyzing credit data and financial information for customers.

Oakmont Capital Services, LLC headquartered in West Chester, PA, with an office in Albany, MN, is a fast, affordable, reputable solution to financing. Founded in 1998 by Managing Members Joe Leonard, CLFP and Megan Zoba, Oakmont Capital Services (OCS) is a small ticket, independent lender, providing commercial equipment financing and working capital throughout all 50 states. The professional financing staff at OCS has combined the experience of over 250 years in the industry and is the reliable choice for today’s financing needs.

For more information visit www.oakmontfinance.com


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