Documentation Funding Specialist (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. 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.

Essential Duties & 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

Qualifications

• 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
• Familiarity with financial calculations (preferred but not required)

Why Join Summit?

• Opportunity to grow within an expanding, well-established equipment finance company
• Collaborative team environment with strong leadership support
• Competitive compensation and benefits package
• Be part of a company backed by the strength and resources of First Financial Bank

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.