Loan and Equipment Finance Processor (Summit Funding Group)

First Financial Bank • Mason, OH

27d

About The Position

As a Loan and Equipment Finance Processor, you will play a key role in supporting the sales and operations process by ensuring finance contracts are accurately documented, processed, and booked in compliance with credit approvals and company procedures. You’ll collaborate closely with internal teams, vendors, customers, and attorneys to deliver outstanding service and support throughout the transaction lifecycle.

Requirements

• Strong customer service and communication skills (verbal and written)
• Proficient in Microsoft Word and Excel, TValue (Plus), and Adobe Standard (PDF)
• Strong attention to detail and follow-up skills
• Ability to adapt to change and contribute to process improvements
• Excellent organizational and time management abilities
• One year of experience in equipment finance or commercial lending document preparation

Nice To Haves

• Experience with Lease Plus software (Plus) and Aspired software
• Background in equipment finance and/or mortgage industries
• Familiarity with legal and accounting terminology related to finance structures

Responsibilities

• Accurately calculate transaction pricing, sales tax, and payments
• Coordinate preparation of required documentation and ensure timely funding and booking of contracts
• Communicate with vendors to obtain necessary information (e.g., invoices, installation dates)
• Deliver exceptional service to internal and external customers/stakeholders, lessees, lenders, and vendors.
• Complete post-closing follow-up activities in accordance with internal procedures
• Maintain accurate records and manage multiple priorities/transactions with strong attention to detail

Benefits

• We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Please review our Benefits Guide.
• All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed