Ozzie Hamidi

About Ozzie Hamidi

I specialize in bringing order, clarity, and performance to complex, fast‑moving operations.I’ve spent more than two decades leading operations across Small Ticket, Middle Market, Direct, and Inventory/Floorplan lending — building scalable platforms, integrating organizations, and strengthening the performance of Equipment Finance businesses.My work centers on creating clarity in complex environments. I focus on aligning operations, risk, technology, credit, and customer experience so the business can grow with confidence. I’ve led major post‑merger integrations, modernized legacy systems, redesigned end‑to‑end processes, and built high‑performing teams that deliver accuracy, speed, and accountability.I’m drawn to enterprise‑level challenges — improving controls, accelerating program launches, renegotiating strategic contracts, and designing operating models that support long‑term scale. I’m at my best when I’m bringing structure to ambiguity, elevating performance, and helping teams operate with discipline and purpose.At the end of the day, I care about building organizations that run smoothly, serve customers exceptionally well, and give people the tools and clarity they need to perform at their highest level.

Experience

1. Senior Operations Leader, Vendor Equipment Finance

   BMO U.S.

   Jan 2019 — Present

   Lead all Vendor Finance Onboarding teams across Vendor, Direct, and Inventory/Floorplan Finance, supporting business segments including Construction, Agriculture, Technology, and Solar.• Develop high‑performing teams by setting clear expectations, coaching leaders, and building a high‑energy, high‑integrity culture that attracts and retains top talent.• Drive operational excellence by improving onboarding workflows, strengthening controls, and ensuring timely, accurate servicing of partner transactions.• Build strong relationships with program partners to streamline processes, reduce friction, and enhance the overall partner and customer experience.• Collaborate with inside and outside counsel to maintain up‑to‑date program agreements and ensure alignment with evolving regulatory and compliance requirements.• Partner with Marketing and Sales to launch and operationalize new programs and promotions, ensuring readiness across people, process, and systems.• Renegotiated and revamped a major third‑party contract, increasing annual revenue from $250K to over $1.1MM.• Manage the Platform Support team, overseeing user access, application support, and coordination with IT to maintain infrastructure and support cloud migration.• Work closely with Controls & Governance and Compliance teams to identify and mitigate operational and reputational risks.• Support enterprise‑level integration initiatives following BMO’s acquisition of Bank of the West, ensuring continuity while maintaining strong service levels and operational discipline.• Partner with senior leadership across the organization to implement company initiatives consistently and align onboarding operations with enterprise strategy.

Education

• UCLA

  BA, Economics

  1989 — 1992

• San Diego State University

  MBA, Entrepreneurial Management

  1995 — 1997

Skills

• Leasing
• Sales Operations
• Crm
• Strategic Planning
• Portfolio Management
• Loans
• Leadership
• Lease Administration
• Sales
• Business Development
• Business Process Improvement
• Operations Management
• Risk Management
• Financial Risk
• Process Improvement
• Strategy
• Equipment Finance
• Finance
• Equipment Leasing
• Management
• Risk
• Loan Documentation