New Hires/Promotions in the Leasing Business
and Related Industries

Meghan Fleming was hired as Vice President, Legal Counsel, North Mill Equipment Finance
(NMEF), New England Law, Boston, Massachusetts/Philadelphia, Pennsylvania,  Pa. Previously, she was General Counsel * VP Administration, NewLane Finance (January, 2023 – October, 2024); Contracts Counsel, Healthcare Services Group, Inc. (August, 2021 – January, 2023): Associate Attorney, Karen Ann Ulmer, P.C. (September, 2020 – August, 2021): Legal  Specialist, Canon Financial Services, Inc. (May, 2019 – September, 2020).
https://www.linkedin.com/in/loreleikrier/

Lorelei (Parker) Krier was hired as Managing Partner, Victual Business Office Management Services, Senior Business Development Manager, Catalyst Finance Company, British Columbia, Canada, working remote.  Previously, she was Managing Partner of Virtual Business Office Management Services and Foley F&I (July, 2020 – April, 2026); Western Automotive Field Associates,, Virtual UP Ai (July, 2020 – August, 2020 – August, 2021); Account Manager, Auto Careers Group (April, 2018 – July, 2020): Full
Bio: https://www.linkedin.com/in/loreleikrier/details/experience/
https://www.linkedin.com/in/loreleikrier/

Jeff Ochao was promoted to Senior Vice President, Sales at Insight Capital Solutions. He was previous Vice President (July 2025 - March 2026). Previously worked at Pacific Rim Capital, Inc. Vice President of Sales: April 2023 – July 2025; Assistant Vice President: February 2016 – April 2023, National Sales Manager: May 2013 – February 2016

https://www.linkedin.com/in/jeff-ochoa-94317013/

[headlines]
--------------------------------------------------------------

Funders Looking for Broker Business
to update or change: kitmenkin@leawsingnews.org

There is no advertising fee or charge for a listing. They are “free.” Leasing News makes no endorsement of any of the companies listed, except they have qualified to be on this specific list.

We encourage companies who are listed to contact us for any change or addition they would like to make. We encourage adding further information as an "attachment" or clarification of what they have to offer would be helpful to readers.

Please send company name, contact/email or telephone number as well as a URL to attach or description List.

Alphabetical list - click on company name to view more details

1st Enterprise Bank Leasing 360 Equipment Finance Balboa Capital Corp. Bankers Capital Baystone Government Finance/ KS StateBank Blue Bridge Financial Boston Financial & Equity Corp. BSB Leasing, Inc. Calfund, LLC Celtic Bank

C.H. Brown Company Clicklease Dakota Financial Dedicated Funding Dext Capital First Federal Leasing First Midwest Equipment Finance Co. Financial Pacific Leasing Forum Financial Services, Inc. Gonor Funding Global Financial & Leasing Services, LLC

International Financial Services Corporation Maxim Commercial Capital, LLC Navitas Credit Corp. NewLane Finance NFS Leasing, Inc North Mill Equipment Finance Quality Equipment Finance SLIM Capital, LLC Targeted Funding Co., LLC TEAM Funding Solutions TimePayment

Leasing Associations: All non-profit leasing associations are abbreviated. To see the full name and learn more about the association, please click here.

 

[headlines]
--------------------------------------------------------------

CORRECTION: FULL LINK TO REPORT ADDED

Hiring in Equipment Finance:
Who's Getting Jobs — and Who Isn't
A Market Intelligence Report | Spring 2026
by Ken Lubin, Managing Director — ZRG Partners

The equipment finance industry is posting numbers it has rarely seen. New business volume hit an all-time high in January 2026 and came within a hair of it again in February. Originations are running more than 22% above prior-year levels. By every traditional measure, this should be a strong hiring market across the board.

It isn't.

What's happening instead is a bifurcation that most companies and candidates aren't reading clearly enough. Certain professionals — producers with portable books, credentialed underwriters, finance professionals who can speak fluently to AI and automation — are moving fast and negotiating from strength. Others, with ostensibly similar backgrounds and comparable tenure, are stalling. The difference isn't effort or experience in the traditional sense. It's fit with a market that has structurally shifted what "qualified" means at every level of the org chart.

Three forces are driving this simultaneously. The AI skills premium has created a new compensation tier inside finance that most leasing organizations aren't built to compete for — yet. Vertical-specific credit stress in transportation and small-ticket is producing headcount reductions in the middle of a record origination environment. And a credentialing shift — accelerated by the ELFA and CLFP Foundation's formal affiliation — is redefining what the industry expects candidates to bring to the table before the first interview.

I've spent more than 25 years running retained searches across this industry. What I'm seeing right now is one of the most unevenly distributed talent markets in that time. The opportunity is real — but it's concentrated, and it rewards specificity in a way that prior cycles did not.

This report maps the fault lines. It identifies who is getting hired and why, who is facing headwinds and what it will take to reposition, where compensation is moving, and what both hiring leaders and candidates need to do differently in the second half of 2026. Whether you're building a team, managing your own search, or trying to understand where this market is headed — this is the read I'd want in front of me right now.

Link to full report:
https://www.kenlubin.com/uploads/2/7/6/0/27601293/equipment_finance_hiring-_2026.pdf

Help Wanted Ad
    Ameris Bank Equipment Finance

[headlines]
--------------------------------------------------------------

New Rule on Bank Statements
Coleman Reports

Bob Coleman, Publisher, Writer

Underwriters Must confirm guidance Confirm guidance for small 7(a) loans under $350,000 requiring lenders to obtain and analyze two months of commercial bank statements to confirm the borrower’s obligations and validate repayment ability.

This is a major shift on repayment at bank statements.

Under the previous SBSS score era, many lenders relied heavily on automated scoring and tax returns. That approach is gone.

Today, the SBA repayment ability must be documented and verified, not assumed.

Two months of bank statements must be reviewed to confirm:

• Debt obligations included in the DSCR calculation
• Merchant cash advances and hidden loans
• Actual operating activity
• One-time deposits and irregular income
• Cash flow stability
• And this analysis must be documented in your credit memo.

For many underwriting teams, manually reviewing bank statements line by line is slow and inconsistent, or many underwriting teams, manually reviewing bank statements line by line is slow and inconsistent.

Coleman suggests Repayment ability must be documented and verified, not assumed.

Two months of bank statements must be reviewed to confirm:

Coleman suggests using Copilot effectively requires knowing which prompts to give and how to input.

He suggest web air in his latest article: https://colemanreport.com/using-copilot-ai-to-analyze-bank-statements-for-sba-7a-loans/

Source: Coleman Reports.

[headlines]
--------------------------------------------------------------

Ranked: The World’s 50 Largest Banks by Assets

Key Takeaways

• The world’s 50 largest banks hold $101.6 trillion in assets combined.
• Chinese banks dominate the ranking, led by the four largest banks in the world.
• JPMorgan Chase ranks fifth by assets, but remains the world’s most valuable bank by market capitalization.

Banks sit at the center of the global financial system, and the assets they hold help move credit, deposits, and liquidity through the economy.

Together, the world’s 50 largest banks hold $101.6 trillion in assets, a total approaching the world’s $111 trillion government debt load in 2025.

News Briefs

Tax considerations CFOs need to factor    into tariff refund planning
https://www.cfo.com/news/tax-considerations-cfos-need-to-factor-into-tariff-refund-planning-IEEPA-CBP/818840/

The Iran conflict sent Asia-US shipping rates    soaring thousands of miles away. Here’s why.
https://www.freightwaves.com/news/the-iran-conflict-sent-asia-us-shipping-rates-soaring-thousands-of-miles-away-heres-why?oly_enc_id=7354E3969723H7B

Powell will remain on Fed board after term as chair ends, denying Trump a vacancyThe Federal Reserve also on Wednesday left interest rates unchanged for its third straight meeting amid higher energy costs.
https://www.washingtonpost.com/business/2026/04/29/fed-powell-interest-rates-gas-prices/

U.K. whiskey tariffs eased after Trump met with King Charles III The move could boost trade between Scotch whisky and Kentucky bourbon producers.
https://www.washingtonpost.com/business/2026/04/30/trump-whiskey-tariffs-king-charles/

[headlines]
--------------------------------------------------------------

--------------------------------------------------------------

Sports Briefs

[headlines]
--------------------------------------------------------------

California News Briefs

Bay Area builder buys site of failed Los Gatos housing project
https://www.mercurynews.com/2026/04/30/home-build-economy-los-gatos-develop-property-real-estate-house

[headlines]
--------------------------------------------------------------

Gimme that Wine

http://www.youtube.com/watch?v=EJnQoi8DSE8

Paso Robles winery wins top honors at London competition
https://pasoroblesdailynews.com/paso-robles-winery-wins-top-honors-at-london-competition/220113/?utm_source=rss&utm_medium=rss&utm_campaign=paso-robles-winery-wins-top-honors-at-london-competition

100-point winemaker launches under-the-
radar Sonoma County tasting room
https://www.pressdemocrat.com/2026/04/28/100-point-winemaker-launches-under-the-radar-sonoma-county-tasting-roo

Far Niente Unveils a Reimagined Great Hall in Its Historic 1885 Napa Valley Winery = The careful update honors the past while welcoming today's guests with warmth and elegance
https://www.winebusiness.com/news/article/317329

Domaine Carneros Sets Sail on Its Next Culinary Voyage with  the Newest 'Bubbles & Bites' Menu = Colors of the Caribbean:
A New Food & Wine Pairing Adventure Debuts May 1, 2026
https://www.winebusiness.com/news/article/317267

Southern Glazer’s Wine & Spirits Announces Expanded Distribution  Agreement With J. Lohr Vineyards & Wines
https://www.businesswire.com/news/home/20260430984829/en/Southern-Glazers-Wine-Spirits-Announces-Expanded-Distribution-Agreement-With-J.-Lohr-Vineyards-Wines