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Documentation Specialist

Summit Funding Group

This is a Full-time position in Mason, OH posted June 8, 2021.


Summit Funding Group, a direct lender, small ticket equipment leasing company located in Mason, OH, is looking for a full-time Documentation Specialist.  The Documentation Specialist prepares lease documents in accordance with credit approval conditions, operational requirements and customer needs; insures that pending leases are documented, processed, paid and booked accurately; completes post-closing lease and loan follow up correctly, timely and in compliance with established procedures; interfaces effectively with customers, attorneys, sales representatives and operations team members.

Qualified candidates will possess the following: 

  • Ability to calculate transaction pricing, sales tax and payments. 
  • Excellent verbal and written communication skills 
  • Pays attention to detail and solid follow up skills 
  • Excellent organizational skills 
  • Ability to communicate with internal and external stakeholders to process transactions efficiently and accurately 

This position calls for:

  • Customer Service Skills
  • Knowledge of leasing and/or mortgage industries preferred 
  • Knowledge of legal and accounting terms for all lease type structures 
  • Two years’ experience in a commercial lending document preparation role 
  • Proficient in Microsoft Word and Excel, TValue, Adobe Standard (PDF)
  • HP12C and/or 10-key skills necessary
  • Open to change
  • Ability to view changes as a positive move into the right direction
  • Ability to articulate new ideas to improve processes

Benefit Package:

  • Hours: Full Time, Monday through Friday 
  • Compensation: Benefits (Dental, Health and Vision) offered after 30 days of employment 
  • Retirement Compensation: 401K Benefits with match
  • Paid Time Off Accrual Begins on Date of Hire 
  • Paid Holidays