Approach

We're Your Strategic Partner in Growth

Orion is more than just a commercial loan and lease servicer—we are your dedicated partner in fueling business growth. Our commitment extends beyond the routine aspects of servicing; it is rooted in an understanding of your goals and our pursuit of excellence in portfolio management.

We're Your Strategic Partner in Growth

Orion is more than just a commercial loan and lease servicer—we are your dedicated partner in fueling business growth. Our commitment extends beyond the routine aspects of servicing; it is rooted in an understanding of your goals and our pursuit of excellence in portfolio management.

Our Approach

At Orion, we believe in being proactive growth partners, investing our resources, focus, and dollars exclusively into refining the art and science of portfolio servicing. When you choose Orion as your partner, you're not merely selecting a servicer; you're aligning with a team dedicated to propelling your business to new heights.

Comprehensive Servicing Solutions

We offer a full range of solutions that seamlessly integrate with your operations, ensuring an efficient process from booking to payoff.

Learn More About Servicing

Continuous Investment in Innovation

Our continuous investment in innovation extends beyond software—it's designed to seamlessly address the intricacies of your entire back office. With us, you're at the forefront of the market by default.

Explore Our Technology

Industry Leadership

With Orion, your portfolio is overseen by seasoned industry leaders. Our leadership team is primarily composed of CLFPs, bringing extensive experience in loan and lease servicing, coupled with continuous engagement in industry associations.

Meet Our Leadership Team

Orion is the smart choice as your partner in growth. We not only manage your portfolio efficiently but actively contribute to its evolution, ensuring that your lending journey is marked by sustained success and expansion.


Careers

Important Notice to Job Seekers: Beware of Fraudulent Job Offers

We have become aware of individuals impersonating our company and posting fake job opportunities on various platforms, including LinkedIn.

Emails about job opportunities at Orion will only come through our Orion domains @orionfirst.com and @contractcare.net or our trusted recruiter domain @talentrust.com

Our company does not solicit personal or financial information through unsolicited emails or messages. If you encounter any suspicious activity or receive a job offer that seems too good to be true, please report it immediately to us and the relevant authorities.

For more information on how to protect yourself from job scams, please visit the Federal Trade Commission’s Consumer Alerts page: FTC Consumer Alerts

Important Notice to Job Seekers: Beware of Fraudulent Job Offers

We have become aware of individuals impersonating our company and posting fake job opportunities on various platforms, including LinkedIn. These scammers may use our company name to lure unsuspecting job seekers into fraudulent schemes.

Please be cautious when applying for positions online. Always verify the legitimacy of job offers through official company channels, such as our official website or verified company profiles on reputable job platforms. Emails will only come through our Orion domains @orionfirst.com and @contractcare.net or our trusted recruiter domain @talentrust.com

Our company does not solicit personal or financial information through unsolicited emails or messages. If you encounter any suspicious activity or receive a job offer that seems too good to be true, please report it immediately to us and the relevant authorities.

For more information on how to protect yourself from job scams, please visit the Federal Trade Commission’s Consumer Alerts page: FTC Consumer Alerts

Why Work Here?

Committed to the growth of our clients, Orion First appreciates the importance of its own team development. Orion’s culture is built around empowering each employee to channel their drive and exercise his or her own judgment, care, and leadership. Our employees are continually leading our industry forward through active roles throughout the industry association’s various councils and committees. We work hard to provide motivated and talented individuals an opportunity to achieve their career goals. We cultivate employees who express an earnest desire to learn and grow within the organization, filling new roles as they gain experience. We are always seeking to connect with driven individuals because we know our growth and success is the result of talented, focused, and persistent hard work. We urge serious job candidates to review our website and follow our LinkedIn page.

View and apply for open positions at Bamboo.com.

View Open Positions

Our Values at Work

What We Say

Leadership

What We Do

We are leaders. Our experience and knowledge allow us to be industry innovators and a trusted source of expertise.

What We Say

Integrity

What We Do

We uphold ethical standards through training, enculturation, and accountability practices. We expect all team members to adhere to moral guidelines that include respect for all others and sincerity of word and action.

What We Say

Preparedness

What We Do

We cultivate a proactive approach to anticipate client needs and marketplace transitions. We successfully poise for growth by exercising our skills of awareness, insight, and preparation.

What We Say

Commitment

What We Do

We are dedicated to our clients, team members, and stockholders. We use our knowledge and expertise to provide the best solutions that benefit those we work with. We support their goals, promote their achievements, and celebrate their success.

I have been here just shy of 14 years and the people at Orion First are family. They are hardworking, honest people that support each other. The best in the industry.

Terry Wood

I have worked at Orion First for more than 10 years. Everybody here works hard but you can always hear laughter. The culture is a casual environment with an emphasis on strong leadership and staff support. Orion First values working as a team and forward thinking with current technology. We are always looking for ways to improve processes and become more efficient (making our jobs easier). My favorite parts of this job are the people I work with, a flexible schedule and the location.

Stacey Dullum

Benefits

In addition to a salary that is competitive for both the industry and the region, Orion First offers the following benefits and perquisites.

Medical

Dental

Vision

Vacation

Retirement

Culture

Orion First strives to be a friendly and relaxed place to come to work. We have offices situated in the beautiful communities of Gig Harbor, Washington and Tempe, Arizona.

We are a small but growing company with low turnover and a spirit of inclusion. There’s a reason many of the Orion First staff have established reputations as leaders in the industry; we’re disciplined and we work hard, but we understand balance. No job is without its stresses; we strive to minimize these with a diligent attention to employee satisfaction and a management team comprised of skilled communicators.


Oranizations We Support

Supporting Nonprofits and Industry Initiatives for a Better World

At Orion First, we believe in making a positive impact beyond the realm of equipment finance. We proudly support a range of nonprofit organizations that share our vision of a better world. From promoting dark-sky preservation with the International Dark-Sky Association (IDA) to empowering individuals with epilepsy through the Epilepsy Foundation, we are committed to championing causes that matter. We also extend our support to industry initiatives such as the Equipment Leasing & Finance Foundation (ELFF) and the Certified Leasing & Finance Professionals (CLFP), strengthening the communities we serve. Together with the Global Entrepreneurship Network (GEN), we foster innovation and entrepreneurship to drive economic growth worldwide. With each partnership, we aim to create lasting positive change in the world around us.

The Certified Lease & Finance Professional (CLFP) designation 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. This designation was previously known as the Certified Lease Professional (CLP) designation. Learn More >

The Epilepsy Foundation connects the people, data, and resources needed to address challenging health problems associated with seizures and epilepsies—and promotes education, policy, research, and systemic change that will foster measurable and sustainable improvement for all people living with epilepsy. Learn More>

Established in 1989, the Equipment Leasing & Finance Foundation is a 501c3 non-profit organization dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry. Learn More>

The Global Entrepreneurship Network is a non-profit organization operating programs in 200 countries aimed at making it easier for anyone, anywhere to start and scale a business. By fostering deeper cross-border collaboration and initiatives between entrepreneurs, investors, researchers, policymakers, and entrepreneurial support organizations, GEN fuels healthier start and scale ecosystems that create more jobs, provide education, accelerate innovation, and strengthen economic growth. Learn More>

By providing leadership, tools, and resources for individuals, policymakers, and industry, the International Dark-Sky Association will reduce light pollution and promote responsible outdoor lighting that is beautiful, healthy, and functional. We will bring the issue of light pollution to diverse communities worldwide with the goal of creating access to information about the destructive impact of over-lighting and the benefits of responsible lighting. Learn More>

The U.S. Chamber of Commerce is the world’s largest business organization representing companies of all sizes across every sector of the economy. They advocate for pro-business policies that help businesses create jobs and grow our economy. Learn More>


Leadership Team

Our Leadership Team

Orion First’s operations are overseen by the wisdom, diligence and synergy of a very talented and accomplished group of folks. Through years of experience in various financial businesses and external leadership roles within the finance industry, their past performances and present commitments are clear indicators of Orion First’s viable, growing and prosperous future. Built on their foundation of inflexible values, the leadership is both strong and discerning while ethical and humble.

RJ Grimshaw

Chief Revenue Officer


Jennifer R. Wood

SVP, Client Services


Tony Sedlacek

SVP, Portfolio Management


Kim Riggs

VP, Business Development


Kirstin Elmer

VP, Business Development


Certified Lease & Finance Professional

We’re all about performance. With our senior managers and staff holding the accredited CLFP (Certified Lease & Finance Professional) certification, we’re committed to ensuring your portfolios are managed with the absolute best industry practices and procedures.

Holding the CLFP is a pledge and a promise. It 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. Renowned by the ELFA (Equipment Leasing & Finance Association), the CLFP certification ensures its bearer is well versed in the details, best practices and performance standards required in our industry.

Contact Us

Management Team

Our Management Team

With years of first-hand experience in the finance industry, Orion’s management team leads a group of extremely talented individuals, who provide the best possible service to your customers, develop genuine relationships and accomplish reciprocal goals—all while ensuring your comfort and peace-of-mind. We’re at your side, providing industry-leading service to your customers every step of the way.

Terry Wood

VP, Portfolio Management


Shannon Prange

VP, Portfolio Management


Kristin Orvis

VP, Commercial Collections


Matt Larson

VP, Customer Service


Kaelyn Green

VP, Client Services


Barbie Schaefer

VP, Human Resources, Compensation & Benefits


Certified Lease & Finance Professional

We’re all about performance. With our senior managers and staff holding the accredited CLFP (Certified Lease & Finance Professional) certification, we’re committed to ensuring your portfolios are managed with the absolute best industry practices and procedures.

Holding the CLFP is a pledge and a promise. It 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. Renowned by the ELFA (Equipment Leasing & Finance Association), the CLFP certification ensures its bearer is well versed in the details, best practices and performance standards required in our industry.

Contact Us

About

Serving Those Who Fund Small Business

Like you, we believe the world is a better place when small businesses succeed. That’s why we’re in this, and we take our part seriously.

Orion First exists to give commercial lenders peace of mind. We provide deeper insight, stronger portfolio results, and a highly satisfying borrower experience for small business lenders.

Our business is built around full-service commercial loan, lease, serving and contract management. We also provide backup servicing, master servicing and commercial collection services. We are your managers of risk, and we’re entirely focused on small business lending.

As a third-party servicer, we become an extension of your operations. We provide the best possible service to your customers, develop genuine relationships, and accomplish reciprocal goals with you. We empower you to focus your energy on your largest value originating and funding small businesses.

As an industry leader in the small business commercial finance marketplace, Orion First is both reputable and trusted. The best small business lenders trust us to care for their customers and portfolios.

Our Purpose

We believe the world is a better place when small business succeeds.

Our Mission

To provide deeper insight, stronger portfolio results, and a highly satisfying borrower experience for small business lenders.

Our Vision

The best small business lenders entrust us with the care of their customers and portfolios.

Our Values


Leadership

We are leaders. Our experience and knowledge allow us to be industry innovators and a trusted source of expertise.


Integrity

We uphold ethical standards through training, enculturation, and accountability practices. We expect all team members to adhere to moral guidelines that include respect for all others and sincerity of word and action.


Preparedness

We cultivate a proactive approach to anticipate client needs and marketplace transitions. We successfully poise for growth by exercising our skills of awareness, insight, and preparation.


Commitment

We are dedicated to our clients, team members, and stockholders. We use our knowledge and expertise to provide the best solutions that benefit those we work with. We support their goals, promote their achievements, and celebrate their success.

Join Our Team

Our purpose, vision, and mission guide our hiring and attract top talent. In turn, our employees provide leadership and fuel our continued growth. To learn more about a future with Orion First, please visit our careers page.

AN EXTRA DEGREE OF CONFIDENCE

Our operations are fully reliable, responsive, secure and effective. Our annual SSAE 16 SOC 1 Type II Report assures this.

Since 2006, our processes and internal controls have been audited annually according to Type II SAS 70 standards. Since 2011, we have adopted the SSAE 16 audit which has replaced the SAS 70. Besides providing the extra degree of confidence in our internal controls, this helps assure you that we take exceptional internal measures to ensure our customers receive the best in customer support and service quality.