Oakmont Capital Services Promotes Docs and Funding Team Members

WEST CHESTER, PA, JUNE 2021 — Oakmont Capital Services (OCS) recently promoted two key members of its documents and funding departments. Both team members are seasoned equipment finance professionals and will take on additional responsibilities to better serve customers with a streamlined financing process.

Oakmont Capital Service’s leadership team is pleased to announce the following promotions:

Tracey Elfering, CLFP, a 21-year equipment financing industry veteran, has been promoted to Documentation & Titling Manager. Her new responsibilities include overseeing both the documentation and title departments. Regarding documentation, she will ensure documents are being generated promptly and accurately. She’ll also keep current with E-doc procedures, update OCS contracts, and communicate with lenders on changes in documentation requirements, plus work closely with OCS’ Documentation and Insurance teams. For titling, she will oversee the execution of the title packages, making sure that customers and lenders receive titles promptly. Elfering will be responsible for all title follow-ups and any corrections necessary while staying current in her knowledge of all the different state title requirements and keeping OCS’ ELTs up to date.
“I’m very excited to take on this new challenge,” Elfering said. “I enjoy working with everyone on the Oakmont team, plus our partners and striving for customer excellence each day. In this new role, I believe I can make a positive impact both internally and externally within the industry.”

Jen Foulds, CLFP, has worked with OCS for 10 years and has recently been promoted to Funding Manager. Her expanded responsibilities include overseeing the funding process, checking in docs, communicating with the sales team on funding status, creating funding packages, requesting wires, and sending out notifications on prefunded and funded transactions. She will also be working closely with the document, titling, and insurance teams to ensure the funding process is smooth and complete.
“Having been a part of Oakmont for over 10 years, I have been witness to the company’s evolution, and I am proud to say, my own within it,” said Foulds. “I have been provided with the tools to learn and grow as the industry changes and am excited to take on the increased responsibility as our Funding Manager.”

According to Megan Zoba, Vice President of Funding & Docs, both team members have already contributed significantly to Oakmont’s success. “I’ve had the pleasure of working with Jen and Tracey for many years, and they’ve always been focused on improving our process, serving customers and partners plus taking on various leadership duties in their individual roles,” Zoba said. “I’m excited for them to dive into their new positions, and I look forward to seeing their contributions as Oakmont grows.”

No comments yet... Be the first to leave a reply!