Summary

KLC Financial is a premier equipment finance company and a market leader in providing finance solutions for all types of businesses and all types of equipment. KLC Financial is built on strong relationships with our customers, vendors, and bank partners. Our mission is to bring advantageous equipment finance solutions to our clients with integrity, depth of knowledge, and speed.  

This individual will be responsible for document creation for our customers. As well as miscellaneous responsibilities supporting KLC Financial in varying departments, capacities as required and directed.

Responsibilities

• Entering application data into Salesforce.
• Pulling specific reports for new contracts.
• Working with the sales support team to gather missing items.
• Preparing and sending customer closing documents
• Review executed document packages.
• Auditing files for accuracy and completion.
• Other duties that may be requested/assigned from time-to-time.

Skills/Experience/Education

• High school diploma required or equivalency (GED); bachelor’s degree is preferred. 
• Outstanding research and analytical skills. 
• Strong organizational ability and attention to detail.  
• Ability to work in stressful, high-pressure situations.
• Strong written and verbal communication skills required; must be able to communicate and interact effectively with both internal and external clients at all levels.
• Good judgment skills and initiative.
• Strong critical thinking and ability to maintain a professional demeanor in tight deadline situations. 
• Self-Starter. Must have the ability to independently handle a large and diverse number of tasks, and issues with urgency, tact, and persistence with minimal supervision.  

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions. 
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.