Loan and Equipment Finance Processor (Summit Funding Group)

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

Summit Funding Group, Inc., a subsidiary of First Financial Bank, is a nationally recognized leader in the equipment leasing industry. Headquartered in Mason, Ohio, we’ve built our reputation on providing creative, flexible financing solutions for a wide range of industries. As we continue to grow, we are looking for talented individuals to join our dynamic team.

Position Overview
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.

Key Responsibilities

Essential Functions/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

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 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

Preferred Knowledge and Skills

• 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

Physical Requirements

• Occasionally lifts and carries up to 10 lbs.
• Frequently sits, stands and walks.

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.