Documentation Funding Specialist (Summit Funding Group)-2

First Financial Bank • Mason, OH

133d

About The Position

Summit Funding Group, Inc. is an established and growing equipment leasing company headquartered in Mason, OH. As a wholly-owned subsidiary of First Financial Bank, Summit has built a strong reputation for delivering customized equipment finance solutions across the country. We are expanding our Lender Documentation Department and are seeking two (2) full-time Funding Specialists to join our team.

Requirements

• Minimum 1 year of experience in equipment leasing, mortgage, or commercial lending
• Strong organizational skills and attention to detail
• Excellent verbal and written communication abilities
• Strong customer-service mindset with a collaborative approach
• Ability to handle multiple transactions and meet deadlines in a fast-paced environment
• Proficiency in Microsoft Word, Excel, Outlook, and Adobe PDF

Nice To Haves

• Familiarity with financial calculations (preferred but not required)

Responsibilities

• Process documentation required to complete Debt or Purchase Fundings
• Manage all documentation related to Vendor Finance Program transactions
• Review and process Lessee/Lessor documentation
• Prepare and process Loan and Assignment documents
• Ensure accuracy and completeness of all transaction documentation
• Provide excellent customer service to internal stakeholders and external partners
• Maintain and update spreadsheets and tracking reports
• Assist with Equity deal reviews as needed
• Prioritize workload to meet deadlines across multiple transactions

Benefits

• Competitive compensation and benefits package
• Opportunity to grow within an expanding, well-established equipment finance company
• Collaborative team environment with strong leadership support

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities