Intern - Business Credit

Description

This position is part of the Summer Internship Program, which is scheduled to run from, Wednesday, May 27th through Friday, July 31st, potentially extending through mid-August based on the decision of the hiring manager and department. Candidates must be available for the full duration of the program to ensure a consistent and meaningful learning experience.

The Intern will work closely with loan services personnel and loan documentation specialists within the department.

Summary

The Intern - Business credit will assist with confirming critical information for invoices, preparing applications for funding, and performs clerical duties.

Responsibilities

• Identify and confirm invoices and supporting document images are accessible in database and use drag and drop function to organize images and calibrate automated document captures.
• Call other businesses for additional information when needed.
• Scan and copy financial documents and generate outbound mail.
• Review client documentation using invoice processing software and request missing documents to complete submission when needed. This includes date, debtor name and address, invoice amount, invoice and reference number, match of corresponding support documents to each invoice.
• Complete Notifications of Assignments (NOA) for 1st time relationship activity with any invoices as necessary.
• Mail and post funding verification requirements.
• Escalate issues to Account Managers as needed.
• Assist in collection, assembly and posting of outgoing mail.
• Upload post purchase documents to websites.
• Make targeted collection calls and email or check websites when needed.
• Assist in reviewing client account activity.
• Perform additional duties as assigned.

Requirements

Skills/Experience/Education

• Must be currently pursuing an associate degree or a bachelor’s degree, preferably in a business-related discipline.
• Minimum preferred cumulative GPA of 3.0.
• Be a highly motivated self-starter who takes initiative.
• Demonstrates attention to detail and strong analytical and problem-solving skills.
• Possesses strong communication and teamwork skills.
• Authorized to work in the U.S. on a permanent basis. Please note, Gulf Coast Bank & Trust Company and it’s family of financial services will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT)

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.