Directory

Orion First Financial, LLC

Orion First Financial manages loan and lease portfolios for commercial banks and non-bank commercial lenders across the US. Orion represents a powerful combination of people, process, professionalism and technology with a passion for exceptional results. Specialization allows Orion to achieve operating effectiveness and efficiency that’s hard for any single client to duplicate. Orion’s skilled team, efficient technology and SAS 70 certified best practices generate portfolio performance improvements for our clients that translate into better profits, less stress and enriched customer relationships.

Location

Address
  • Street: 5201 Olympic Drive NW #210 / PO Box 2149
  • City: Gig Harbor
  • State: Washington
  • Zip: 98335
  • Country: United States
  • Website: Orion First Financial, LLC

Contact Information

  • Main Phone: 888-705-8778
  • Main Fax: 866-851-8943
Contact 1

Business Profile

Business Profile
  • In Business Since: 2001
  • Association Membership: ELFA | NAELB | NVLA | Other |
  • Other Membership: ICBA Select Corporate Associate Member, Community Bankers of Washington (CBW)

Products / Services Offered

Products / Services Offered
  • Orion’s comprehensive services includes lease invoicing and payment processing, sales and personal property tax reporting, collections and workout solutions, repossessions and remarketing. Orion also offers expert guidance on credit underwriting, portfolio valuation, credit/loss analysis and due diligence procedures.

Company Executives

Company Executive 1
  • Name: David T. Schaefer
  • Title: President
  • Mr. Schaefer is the founder and President of Orion which was established in 2001 as a small ticket, loan and lease servicer and advisor. Dave has over thirty years of experience in the finance industry. His experiences include treasury, operations/technology, accounting and portfolio management. He provides advisory services to lenders, lessors and equipment manufacturers regarding portfolio acquisitions, debt placement, lease administration and portfolio management. He has been involved in both prime and sub-prime markets and has significant experience dealing with all aspects of portfolio and collection management. Prior to establishing Orion he was president and a member of the Board of Directors with Financial Pacific Leasing. Dave is active in the Equipment Leasing and Finance Association (ELFA) and currently serves on their Board of Directors. He has also served on the Board of Directors of the United Association of Equipment Lessors now the National Equipment Finance Association. He also chaired the Small Ticket Business Council of the ELFA in 1999 and 2000. He was one of the industry's earlier Certified Leasing Professionals, obtaining his certification in 1996. Dave currently serves on the Gig Harbor YMCA Advisory Board and the Tacoma Pierce County Habitat for Humanity Finance Committee.