ORION TO PROVIDE PORTFOLIO MANAGEMENT SERVICES FOR JOULE ASSETS
October 28, 2014
automated underwriting
AUTOMATED UNDERWRITING: STRENGTHS AND WEAKNESSES
July 28, 2015

Along with First American Equipment Finance’s Bill Verhelle and Dave Schaefer of Orion First Financial and Mintaka Financial, spoke with Monitor to discuss the benefits of the CLFP designation in the equipment leasing and finance industry — and why advocating it at all levels of an organization is key to the Foundation’s continued growth.


You can read more about Dave’s thoughts on the benefits of CLFP designation  by clicking the link below. This article was published in the May/June 2015 issue of the Monitior.

DailyFunderSeptOct2014_DTS_ARTICLE-1

Click the image to the left to download a PDF
of Dave’s article from the Monitor or
CLICK HERE to read the article online.

 

 

 

“It’s a general certification. It’s not a single discipline. That’s the value of the certification: it’s a very broad body of knowledge. If you are in underwriting, you might know underwriting really, really well, but you might not know collections or accounting. That’s why the certification is valuable; it’s to make sure you have a broad body of knowledge.”