Senior Advisory for Commercial Transportation and Equipment Finance
Hands-on operating leadership and senior advisory for servicing, recovery, credit risk, regulatory compliance, capital markets, and broker liability, built on 25+ years inside the institutions our clients trust.
Optimum Service Solutions is a senior advisory and operating firm built around a specialized team that has actually held every role we offer, across commercial transportation finance, equipment leasing, specialty lending, and PE-backed finance platforms. We’ve sat in the servicing, credit, compliance, and operations seats ourselves, so we bring the financial controls, risk governance, and operational discipline institutional-grade portfolios require with the hands-on, practical knowledge that only comes from doing the work. When you partner with us, you’re working with people who genuinely understand your day-to-day, and who are here to help.
Strategic Advisory Across Risk, Compliance & Operations
01.
Servicing, Loss Mitigation & Recovery
End-to-end servicing strategy across the portfolio lifecycle, from performing-account management through collections, loss mitigation, asset recovery, and remarketing. Designed for commercial finance and equipment lessors managing complex, vendor- driven servicing operations.
02.
Regulatory & Compliance Advisory
Navigate evolving federal and state regulatory requirements with expert guidance on AML/BSA/KYC, fair lending, examination preparation, and broker liability and carrier-vetting risk advisory.
03.
Interim & Fractional Leadership
Deploy C-suite and VP-level executives, CFO, CRO, CCO, VP Credit / Collections / Operations on a fractional or interim basis for transitions, acquisitions, or leadership gaps.
Who We Serve
Built for Results
We work with financial institutions, specialty lenders, PE-backed companies, dealer groups, logistics firms, freight brokers, and intermediaries — from small operators to large enterprises — wherever financial risk, compliance, and operational complexity intersect. That includes helping brokers strengthen carrier vetting and reduce broker liability exposure. No matter your size, if you need help, we’re here.
Equipment Finance & Leasing
Specialty Finance Firms
Captive Finance Companies
PE-Backed Finance Platforms
WHY CHOOSE US
Trusted | Proven | Committed
We don’t come with generic frameworks and slide decks. Our team has held the roles, run the operations, and delivered measurable results across credit, compliance, collections, and capital markets. You get operators, not observers.
Representative Engagements
Credit & Servicing Transformation
Directed servicing, operations, and credit risk functions for a multi-billion-dollar commercial finance portfolio in which heavy and medium-duty trucking and equipment represented more than half of total assets under management. Implemented data-driven operating models that reduced credit losses by $3.6M and improved net recovery yield by $4.2M within a compressed transformation timeline.
Cost & Operational Discipline
Drove a 12% reduction in operating expense while transaction volume scaled, achieved through workforce optimization, vendor renegotiation, automation deployment, and process redesign, while strengthening fraud controls, identity verification, and transaction monitoring across the platform.
Cross-Border Restructuring
Led a US entity through Chapter 15 proceedings arising from a Canadian parent’s CCAA filing. Directly managed creditor relations, cash management under constraint, and multi-jurisdictional legal coordination, a rare hands-on credential in commercial finance advisory.