Press Releases

Dave Schaefer to Serve as Chairman, Mark Johnson Named CEO, and Jenny Wood promoted to Chief Client Experience Officer

Orion First Announces Leadership Transition: Dave Schaefer to Serve as Chairman, Mark Johnson Named CEO, and Jenny Wood promoted to Chief Client Experience Officer Phoenix, AZ, December 11, 2024—Orion First , the leading provider of commercial loan & lease servicing, announces an exciting…


Orion First Announces Paul Marcoe's Promotion to Chief Operating Officer

Orion First Announces Paul Marcoe’s Promotion to Chief Operating Officer SEATTLE—Orion First , the leading provider of commercial loan & lease servicing, is excited to announce that Paul Marcoe has been promoted to Chief Operating Officer (COO). by Orion First

Orion First to provide servicing to Conserv Capital

SEATTLE—Orion First has begun servicing contracts for Conserv Capital. Nashville-based Conserv established itself in 2015 as a premier lender to contractors and haulers for heavy equipment in the Southeast. Today, it has more than 1,500 pieces of equipment with over 750 customers in 30 states.…


Jaimie Haver joins Orion First as new SVP, Director of Contract Operations

Orion First has named Jaimie Haver, CLFP its new Senior Vice President and Director of Contract Operations. A veteran of the field, Haver has been responsible for building back offices for scaling companies, including banks and independent lessors. “We are very excited to have Jaimie joining…


Orion First to provide servicing to Universal Finance Corp

SEATTLE—Orion First has begun servicing contracts for Universal Finance Corp.  Massachusetts-based Universal Finance has over the last forty years established itself as a premier lender to the construction industry. The company now serves clients in a wide range of other industries, including…


Orion First promotes Cote to President, Dubinsky to Senior Vice President

Orion First Financial, LLC has promoted its director of accounting, Jenny Dubinsky, to senior vice president and director of contract operations, and has promoted executive vice president Quentin Cote to president and chief operating officer. The promotions come just as Orion surpasses the…


Orion First Surpasses $3 Billion Under Management

Orion First has surpassed $3 billion in assets under management. This milestone comes shortly after reaching its previous benchmark of $2 billion in 2020. The assets under management consist of small business commercial loans and leases for which Orion provides servicing, portfolio management,…


Orion First has unveiled its latest business analytics product, Delinquency Manager

Delinquency Manager is a highly customizable dashboard that clarifies trends and meaningful factors affecting the delinquencies in equipment loan and lease portfolios. It allows Orion's clients to view and filter data by state, originator, industry, and other criteria, to better understand what's…


CFBank Taps Orion First to Provide Servicing for Equipment Financing

SEATTLE, WA— Orion First Financial, LLC announced today that CF Bankshares Inc. (NASDAQ: CFBK) and its wholly-owned banking subsidiary, CFBank, N.A. (“CFBank”), has selected Orion First, a full-service commercial loan and lease portfolio servicer, as its exclusive provider of primary management…


Orion First to provide servicing to ApplePie Capital

SEATTLE, WA, February 17th, 2021 — Orion First has begun servicing contracts for ApplePie Capital. Based in San Francisco and led by CEO and co-founder Denise Thomas, ApplePie Capital (APC) is a nationwide lender dedicated to the franchise industry, with transaction sizes ranging from $100,000…