Documentation 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.
About Us
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 pride ourselves on delivering creative, flexible financing solutions across a wide range of industries. As we continue to grow, we're looking for talented individuals to join our dynamic and collaborative team.
Position Overview
We are seeking a highly motivated and detail-oriented Middle Market Documentation Specialist to join our operations team. In this role, you will be responsible for preparing, processing, and finalizing lease and loan documentation in alignment with credit approvals, operational standards, and client needs.
You will play a key role in ensuring the accuracy and timeliness of documentation, supporting post-closing processes, and working closely with customers, sales teams, vendors, and internal departments. This is an excellent opportunity for a professional who thrives in a fast-paced, detail-driven environment and is looking to grow their career within a respected and expanding organization.
Key Responsibilities
Prepare lease and loan documentation according to credit approval conditions and customer requirements
Ensure timely and accurate processing, payment, and booking of leases and loans
Manage post-closing follow-up in compliance with procedures
Communicate effectively with customers, sales representatives, vendors, attorneys, and internal teams
Other duties as assigned
What We’re Looking For
Highly organized and detail-oriented with the ability to manage multiple assignments
Strong communication and decision-making skills
Accurate, high-speed typing skills and proficiency in Microsoft Office and Adobe
Ability to work with complex spreadsheets and financial documents and ability to meet deadlines under pressure
Comfortable interacting with customers and peers.
Preferred Qualifications
Experience with Aspire and/or Lease Plus
Familiarity with the leasing or mortgage industry
Understanding of financial calculations
Experience with UCC Article 9 and commercial titling.
Supervisory Responsibilities: None
Ready to join a company that values your contributions and offers opportunities for growth?
Apply today and become part of the Summit Funding Group success story.
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.

Skills
Documentation