Funding Specialist (Summit Funding Group)
First Financial Bank•Mason, OH
•Onsite
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 a 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
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
- Incentive Eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
