Sales Support Specialist I

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 is a nationally recognized equipment finance company headquartered in Mason, Ohio. As a direct lender specializing in small-ticket equipment finance, we are committed to delivering flexible, customer-focused solutions. We are currently seeking a detail-oriented and highly organized Sales Support Specialist to join our growing team.

Position Summary:
As a Sales Support Specialist I, 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:

• 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, , 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

Requirements:

• 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

Preferred Qualifications:

• Experience with Lease Plus software (Plus)
• Background in  equipment finance and/or mortgage industries
• Familiarity with legal and accounting terminology related to finance structures
• One year of experience in equipment finance or commercial lending document preparation

Why Join Summit Funding Group?

• A supportive and collaborative team environment
• Opportunities for professional growth and development
• A wholly owned subsidiary of First Financial Bank, N.A.

If you thrive in a fast-paced environment and are passionate about delivering high-quality work, we’d love to hear from you.

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.