BankAtFirst

Sales Support Specialist I

OH - Mason - 4680 Parkway Drive - 45040 Full time

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, a direct lender, small ticket equipment leasing company located in Mason, OH, is looking for a full-time Sales Support Specialist. The Sales Support Specialist finance contracts in accordance with credit approval conditions, operational requirements and customer needs; insures that pending contracts are documented, processed, paid and booked accurately; completes post-closing contract follow up correctly, timely and in compliance with established procedures; interfaces effectively with internal and external including but not limited to customers, attorneys, sales representatives and operations team members.

Essential Functions/Responsibilities

  • 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 vendors regarding transactions for additional information, invoices, install dates, etc.
  • Will provide excellent customer service to all brokers, discounters, lessees, lenders and vendors

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Customer Service Skills
  • Proficient in Microsoft Word and Excel, TValue, Adobe Standard (PDF)
  • Open to change
  • Ability to view changes as a positive move into the right direction
  • Ability to articulate new ideas to improve processes

Preferred Knowledge and Skills

  • Knowledge of Lease Plus
  • Knowledge of leasing and/or mortgage industries preferred
  • Knowledge of legal and accounting terms for all finance type structures
  • One year experience in a leasing/commercial lending document preparation role 

HP12C and/or 10-key skills necessary

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.