Documentation Funding Specialist (Summit Funding Group)
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Job Summary
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.
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.
Required Experience:
IC
About Company
Discover the perks of working with a regional bank, from checking & savings accounts to mortgages & home equity loans and lines. At First Financial Bank, we're ready to help.
