Portfolio Analyst

Summit Funding Group, Inc. is a well-established and rapidly growing equipment leasing company headquartered in Mason, Ohio. As a wholly owned subsidiary of First Financial Bank, we provide customized leasing solutions to businesses nationwide. We are currently seeking a detail-oriented and proactive End of Term Portfolio Analyst to join our team full-time.

Position Summary:

The End of Term Portfolio Analyst will play a critical role in managing lease maturities, negotiating end-of-term options with lessees, analyzing equipment values, and supporting internal teams and external partners to ensure smooth transitions at lease conclusion.

Key Responsibilities:

Negotiate end-of-lease options and requirements with lessees. Draft and send End of Term Lease Proposal Letters. Facilitate equipment sales negotiations with lessees and vendors. Research and obtain equipment values from vendors for off-lease assets. Analyze sales bids for equipment against internal benchmarks and booked residual values. Coordinate logistics for equipment returns. Collaborate with vendor partners during end-of-term lease processes. Document and invoice lessee charges related to equipment overuse, as defined in contracts. Maintain and update the Equipment Return Analysis Report. Review and interpret equipment audit and condition reports. Generate and manage chargeback invoices. Prepare early termination quotes upon request. Monitor and analyze upcoming lease maturities by asset segment. Evaluate the financial performance of individual lessees. Work with internal stakeholders to ensure asset documentation supports future secondary market sales. Partner with Accounting to ensure accurate lease schedule alignment and proper profit recognition. Allocate incoming funds related to lease conclusions for accounting purposes. Coordinate end-of-lease options with partner lessors. Manage A/R collections in collaboration with partner lessors and lessees.

Qualifications:

Required:

Bachelor's Degree in Accounting, Finance, or a related field Strong analytical and organizational skills Excellent written and verbal communication abilities Self-motivated with a strong work ethic Ability to manage multiple priorities and transactions simultaneously Proficiency in Microsoft Office Suite (Excel, Outlook, Word)

Preferred:

Minimum 3 years of experience in a related role Familiarity with lease management systems such as Aspire and/or Lease Plus Background in equipment leasing or mortgage industries Why Join Summit? At Summit Funding Group, you'll be part of a collaborative and fast-paced team that values innovation, attention to detail, and delivering exceptional client service. Our organization offers competitive compensation, a comprehensive benefits package, and opportunities for professional development within a supportive environment.

Job Type:

Full-time Application Question(s): What are your salary requirements? Ability to

Commute:

Mason, OH 45040 (Required)

Work Location:

In person