Leasing News - information, news, education and entertainment for the commercial bank, finance and leasing industry

For Those unable to attend this major top
conference, Mel Vinson, CLFP, Vice President of
Marketing and Development, CLFP Foundation, will
be covering the conferences for Leasing News readers.

######## surrounding the article denotes it is a press release, it was not written by Leasing News nor has the information been verified, but from the source noted. When an article is signed by the writer, it is considered a byline. It reflects the opinion and research of the writer.

New Hires/Promotions in the Leasing Business
and Related Industries

Scott Bain was hired as SVP Originations, MidCap Equipment Finance, Nashville, Tennessee. Previously, he was National Accounts Manager, Pathward, formerly Crestmark, a division of MetaBank (August, 2015 - September, 2025); Senior Regional Manager, Summit Funding Group, Inc. (January, 2014 - July, 2015); National Account Manager, MB Financial Bank/Celtic Commercial Finance (February, 1997 - December, 2013).
https://www.linkedin.com/in/scott-bain-73954778/

Jordan Brinkman was hired as Credit Manager, Taycor Financial, Minneapolis, Minnesota, where he is also located. Previously, he was at Platinum Bank, starting as Credit Analyst, April; 2020, promoted Portfolio Manager, June, 2022, promoted VP, Commercial Relationship Manager (December, 2024 -
August, 2025); Underwriting Analyst, Channel Partners (September, 2017 - March, 2020); Credit Analyst, Nicolet National Bank (August, 2015 - September, 2017); Internship, Hermening Financial Group (June, 2015 - August, 2015).
https://www.linkedin.com/in/jordan-brinkman-089a16114/

Steve Siler has joined North Mill Equipment Finance as Chief Technology Officer, Norwalk, Conneticut. "Steve brings nearly 20 years of experience driving technology transformation across asset-backed finance, private credit, and M&A integration. In his new role, he will lead NMEF’s digital strategy and oversee all technology operations. From 2018 to 2024, Steve served as CTO at Stonebriar Commercial Finance and Head of Technology at Eldridge, where he led enterprise-wide technology strategy, streamlined operations through automation, and integrated systems across a diverse portfolio. His career in financial services started with AIG Asset Management, where he developed a contract and asset management platform. At William Blair, he advanced data capture and introduced emerging technologies such as machine learning across investment banking, wealth advisory, and capital markets. Most recently, he has advised startups focused on modernizing private credit infrastructure and improving data accessibility." Tom Lyle, Chief Operating Officer of NMEF said, “We are thrilled to welcome Steve to the team. His entrepreneurial mindset and proven ability to scale platforms make him exceptionally well-suited to guide our next chapter of growth. Under Steve’s leadership, we will continue to enhance our offerings for broker and vendor partners and pursue strategic acquisitions of lease and loan portfolios.”

Jesse Sorenson, CLFP, was hired as Lead Equipment Finance Account Manager, Wells Fargo, Minneapolis, Minnesota. He is located in Champlain, Minnesota. Previously, he was Account Manager, LEAF Commercial Capital, Inc., Minneapolis, Minnesota; Business Development Manager & Business Development (September, 2021 - October, 2023); Sales Manager, Stauer (August, 2020 - September, 2023). Full Bio:
https://www.linkedin.com/in/jesse-sorenson/details/experience/
https://www.linkedin.com/in/jesse-sorenson/

Amy Vaccher was hired as Executive Assistant to the CEO, Partners Group, Broomfield, Colorado, where she is also located. Previously, she was Executive Assistant, Key Bank (June, 2009 - January, 2024); Executive Assistant to the SVP of Human Resources (May, 2005 - May, 2009; Executive Assistant to Chief Executive Officer, Colorado United Credit Union (February, 2002 - April, 2005).
https://www.linkedin.com/in/amy-vaccher-107540b/

Hoc Vu, CLFP, was promoted to Working Capital Underwriting Manager, Channel/Your Partner in Funding, He is located in Greater Minneapolis-St. Paul Area. He joined Channel September, 2018, Data Analyst, promoted Operations Coordinator, December, 2018, promoted Underwriting Analyst, October, 2019, promoted Senior Underwriting Analyst (July, 2022 - September, 2025); Accounting Specialist, Koch Industries (July, 2018 - September, 2018). Full Bio:
https://www.linkedin.com/in/hoc-vu-clfp-a97078b4/details/experience/
https://www.linkedin.com/in/hoc-vu-clfp-a97078b4/

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CLFP Foundation Adds 15 New CLFPs

The Certified Lease & Finance Professional (CLFP) Foundation is pleased to announce that 15 individuals who recently sat through the online proctored CLFP exam have passed. They are:

Kyle Bennett, CLFP Associate – Collections Specialist, Auxilior Capital Partners, Inc.

Kristin Boatwright, CLFP – Operations Supervisor, Wintrust Commercial Finance

Trevor Bruner, CLFP – VP Business Development, Wintrust Commercial Finance

Juan Cabrera, CLFP – Senior Vice President - Credit, Wintrust Commercial Finance

Susan Ferencak, CLFP – Senior Operations Analyst, Wintrust Commercial Finance

Addison Flumerfelt, CLFP – Capital Markets Associate, Wintrust Commercial Finance

Kathleen Harkness, CLFP – VP - Operations, Wintrust Commercial Finance

Kacey Knight, CLFP Associate – Senior Financial Analyst, Wintrust Commercial Finance

Travis Lenamon, CLFP – Credit Analyst, Wingspire Equipment Finance LLC

Alyssa Pantoja, CLFP – Operations Analyst, Wintrust Commercial Finance

Justin Piot, CLFP – Vice President, Central Region Manager, Wintrust Commercial Finance

Nilka Sang, CLFP – Transaction Analyst, Wintrust Commercial Finance

Rachel Telles, CLFP – Business Development Manager, Equipment Finance, Wintrust Commercial Finance

Michael Underwood, CLFP – VP - Credit, Wintrust Commercial Finance

Tara Wood, CLFP – Operations Supervisor, Wintrust Commercial Finance

Alyssa Pantoja attended the Wintrust ALFP in August and shares, “The primary reason I chose to pursue the designation of CLFP was to challenge myself. To educate yourself in all aspects of the industry you work in is a great undertaking but such an accomplished feeling once you are on the other side. I can feel confident looking into any sect of our company’s operations and feel like I have a base level of knowledge to approach it with. Knowledge truly is power, and I am excited to have a strong backing of knowledge behind me as I further pursue my career in Equipment Leasing.”

The CLFP designation identifies an individual as a knowledgeable professional to employers, clients, customers, and peers in the commercial equipment finance industry. There are Certified Lease & Finance Professionals and Associates located throughout the United States (including Puerto Rico), Canada, India, Pakistan, Africa, and Australia. For more information, visit http://www.CLFPFoundation.org.

Leasing and Finance Help Wanted
Balboa Capital
We Are Growing Our Senior Sales Team Now

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Interviewer Had Concerns. Help!

Career Crossroads---By Emily Fitzpatrick/RII

Towards the close of the interview, you should have asked the interviewer if he/she had any concerns regarding your candidacy and addressed them accordingly. However, many times the interviewer does not introduce the subject and many job seekers will not touch this issue because they are not prepared.

No matter how well an interview seems to be going, the interviewer will have questions (maybe concerns) about the candidate’s skills and abilities relative to a position. Concerns may be caused by something that was or was not discussed; there may have been a misunderstanding of a question asked or an answer given, etc.… this is normal; seldom does a candidate fill 100% of the job specs.

A concern in the mind of the interviewer can often be corrected. However, if a concern is not addressed before the end of the interview, your candidacy could be lost. The need to deal with concerns must be made clear and obvious.

Dealing with concerns or potential weakness in any form is difficult under the best of circumstances. Perhaps the best way to approach the discussion is to request a comparison between the targeted candidate and yourself. This is a very direct question that will require an open, direct response. For example, “Mrs. Fitzpatrick, now that we have had an opportunity to talk about the position, I feel more confident than ever that I can be of assistance to your organization. Do you have any concerns about my abilities to do the job?"

The candidate must now be ready for the response and know how to handle it. Since this is a direct approach, some interviewers are able to deal with the question openly, and some have problems with it. If you hear a vague response, you are probably not being given the information you requested. You might come back and say, “… I was trying to see if you had any concerns about my ability in any specific area so that we could address them now …” If you sense the interviewer is uncomfortable, then move on.

If a concern has been raised, you do not have a lot of time to prepare your response. You should have spent time prior to the interview identifying strengths and weaknesses and preparing appropriate answers.

Bottom line, do not be afraid to ASK the interviewer their concerns AND make sure you PREPARE before the interview for every type of scenario/question/concern that may arise.

Emily Fitzpatrick
Sr. Recruiter
Recruiters International, Inc.
Phone: 954-885-9241
Cell: 954-612-0567
emily@riirecruit.com

Invite me to connect on LinkedIn
www.linkedin.com/pub/emily-fitzpatrick/4/671/76
Also follow us on Twitter #RIIINFO

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Funders Taking "New" Broker Business List
Five Do Not Require that Brokers Be Licensed

BSB Leasing, Inc.
Bankers Capital
C.H. Brown Company
Forum Financial Services
Leasing Solutions
TimePayment Corp.

The following “funders” have informed Leasing News they will consider business from “new” third party originators. Many companies require a certain length of time in business and other requirements, such as a specific volume of business. These “funders” will consider submissions from those new in the leasing and finance business:

Name In Business Since Contact Website Leasing Association	Employees	Geo Area	Dollar Amount	Business Reports	A	B	C	D	E
BSB Leasing, Inc. 1992 Colorado, Hawaii Don Meyerson, Pres. DMyerson@bsbleasing.com www.bsbleasing.com NAELB (click here for further description)	16	National	$10,000 Minimum Application Only to $250,000 Financial Statement Transaction Up to $1MM Business Loans Up to $500K	BBB CNI 1 CNI 2 Search	Y	N	N	Y	Y
Bankers Capital 1990 James Aiksnoras Vice President Sales & Marketing 508-351-6000 Jamesa@bankers-capital.com www.bankers-capital.com AACFB, NEFA (footnote)	6	National	$40,000 +	Search	Y	Y	N	N	N
C.H. Brown Company a Subsidiary of Platte Valley Bank Wheatland, Wyoming Kit West Business Development Director/Broker Relations (307) 241-7005 kwest@chbef.com www.chbef.com AACFB, NEFA, & NAFA (National Aircraft Financing Association) (click for more info)	23	National	$15,000 minimum*		Y	N	Y*	N	N
Forum Financial Services, Inc. 1996 Tim O'Connor 972.690.9444 ext. 225 tim@forumleasing.com 240 Lake Park Blvd. Suite 112 Richardson, TX 75080 www.forumleasing.com AACFB, ELFA, NEFA	7	Nationwide	$50,000 - $1.5 million (Our average size transaction is $250,000. Preferred range $100,000 - $500,000)	BBB		N
Leasing Solutions Palisades, New York Steve Geller, General Manager 914-552-0842 sgeller@leasingsolutionsllc.com AACFB, CLFP (click for more info)	1	Nationwide	Very Small to Large (please see footnote)		Y	N	Y	N	N
Timepayment Corp Burlington, Massachusetts 1989 Caitlin Keefe Broker Channel Manager caitlin.keefe@timepayment.com 855-259-1034 www.timepayment.com/lease-brokers AACFB, ELFA, NEFA (Footnote)	175	National	$500 to $1 million		Y	N	N	Y	Y

A -Accepts Broker Business | B -Requires Broker be Licensed | C -Sub-Broker Program
| D -"Private label Program" | E - Also "in house" salesmen

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Top Ten Most Read by Readers
August 29 to September 3

(1) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Sep2025/09_05.htm#hires

(2) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Aug2025/08_29.htm#hires

(3) New Hires/Promotions in the Leasing Business
and Related Industries
https://leasingnews.org/archives/Sep2025/09_03.htm#hires

(4) Commitment to Lease or Make Loan Agreements
Often Have Full Disclosure
https://leasingnews.org/archives/Sep2025/09_03.htm#commit

(5) Young, Aggressive, and Talent:
The Future of Our Industry
By Scott Wheeler, CLFP
https://leasingnews.org/archives/Sep2025/09_05.htm#young

(6) Why Companies Struggle to Attract Top Talent
By Ken Lubin, Managing Director, ZRG Partners
https://leasingnews.org/archives/Sep2025/09_05.htm#why

(7) New Story Credit Financing Different Approach
Business Loans, SBA Loans, Working Capital
Footnotes First
https://leasingnews.org/archives/Aug2025/08_29.htm#sc

(8) SBA to Lenders: Clean Up Debanking Practices
or Risk Losing Your SBA Authority
By Bob Coleman, Founder & Publisher
https://leasingnews.org/archives/Sep2025/09_05.htm#sba

(9) Business Card on LinkedIn
Old But New
By Kit Menkin
https://leasingnews.org/archives/Sep2025/09_05.htm#card

(10) Amembal Schedules Second Free Webinar
on Recent Tax Law Changes
https://leasingnews.org/archives/Sep2025/09_05.htm#webinar

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Conferences and Forums - Updated
Commercial Finance/Leasing Finance

September 10-12: AACFB Commercial Financing Expo, Austin, Texas
Hotel Details: AT&T Hotel and Conference Center 1900, University Avenue, Austin, TX 78705.
Information:
https://members.aacfb.org/Expo/

Women in Finance Breakfast
https://members.aacfb.org/Expo/

Charity Cruise in Austin
Sept. 10: 6pm - 8pm - $85.00
Dinner, drinks, Riverboat Cruise
https://conta.cc/40Oqh9J

Latest Monitor Magazine Available Free!

Government Leasing Chris STout will be attending and to make an appointment to learn more about leasing to national and local governments email Chris@gleasing.com

Mel Vinson, CLFP, Vice President of Marketing and Development, CLFP Foundation, will be covering the conferences for Leasing News readers.

September 17: Brokers Expo NYC Center, 415 Fifth Avenue in Midtown -

Full Information: https://thefundersforumbrokerexpo.com/ny/?utm_source=BENY&utm_medium=email
&utm_term=button

The Experts Want to Hear from You: https://myemail.constantcontact.com/---Don-t-Miss-O
ut--Game-Changing-Panels---Power-Networking-at-Brokers-Expo-NYC-2025---Register-Now--
-----.html?soid=1133130637774&aid=prP58Y9ItbQ

🌟 Sales Strategies That Convert in a Tight Market
🌟 What Funders Look for in a Top-Tier Broker

Don Cosenza, CLFP, will cover the conference for Leasing News. Public Relations and spokesman for North Mill Equipment Finance for 10-Years, plus past National Equipment Finance Association past board member.

Network with Women in
National Vehicle Leasing Association
Wednesday, September 17, 2025
11:00 AM - 12:00 PM CT
Full Information
https://www.nvla.org/events/EventDetails.aspx?id=1909329

October 14-16: National Equipment Finance Association Fall Conference, Renaissance Hotel, Minneapolis, Minnesota
NEFA FALL CONFERENCE GRAPHIC HERE

Registration and Information
https://members.nefassociation.org/Online/iCore/Events/Event_display.aspx?
EventKey=FLCONF25&hkey=4aadd378-30dd-4c01-ad48-05e0ecaace0c

Vicki Shimkus, CLFP, Balboa Capital Relationship Manager, will be covering the conference for Leasing News readers.

October 26-28: ELFA 64th Annual Convention, Marco Island, Florida
https://www.elfaonline.org/events-new/event-detail/elfa-64th-annual-convention
Schedule:
https://www.elfaonline.org/education-networking/2025/annual-convention/schedule
Talent Pipeline Opportunity Fund awarding grants to attend ELFA Annual Convention

Register: https://www.elfaonline.org/education-networking/2025/annual-convention/register

ELFA's Talent Pipeline Opportunity Fund to cultivate and support the next generation of leaders in the equipment finance industry will award seven grants to individuals to attend the ELFA 64th Annual Convention Oct. 26–28 in Marco Island, Fla. Each grant will cover registration, travel and hotel accommodations. The application deadline is Sept. 8. For more information about the grant or to submit an application visit here.

Randy Haug, LTi Technology, will be covering the conference for Leasing News

October 28-29: DeBanked B2B Finance Expo, Wynn, Las Vegas, Nevada
B2B Finance Expo is back for its highly anticipated second edition at the Wynn Las Vegas! We're thrilled to once again partner with the Small Business Finance Association (SBFA) to deliver an even bigger and better experience, uniting top professionals in the commercial finance industry.
“Chief Editor Sean Murray announces: "SOLD OUT: Sponsorships to B2B Finance Expo in Las Vegas Have Sold Out."

Bob Coleman, Coleman Reports, will be a speaker. He us out with a new book:
“Hard Time, Easy Money”
https://debanked.com/2025/07/coleman-reports-bob-coleman-is-out-with-a-new-book-easy-money-hard-time/
Questions? Email us at events@debanked.com

RISING To the Challenge
SFNet's 81st Annual Convention
November 11-13, 2025
Los Angeles, California
Open for Members and non-members
$395 $295 for Members
Full Information
https://www.sfnet.com/home/81st-annual-convention

Please send any update information to kitmenkin@lewasingnews.org

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