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What You'll Do:
- Collect, review, and organize essential financial documentation from clients with accuracy and timeliness.
- Build and maintain strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
- Support loan officers and senior processors to ensure applications move efficiently from submission to funding.
What You'll Need:
- A genuine passion for financial services and working in a customer-oriented environment.
- Previous experience in customer service, sales, or financial services (loan processing experience is a plus).
- Exceptional attention to detail and organizational skills with the ability to manage multiple priorities.
Life at BHG Financial:
- We work hard and aren’t afraid to take risks, with core values of PMA, team player, and loyalty.
- We value work/life balance and believe all employees should have the opportunity to lead.
- Our leaders are actively involved in the well-being and growth of all employees.
Why You Should Join BHG Financial:
- Medical/Rx/Dental/Vision coverage for employees and their eligible family members.
- Competitive PTO and vacation policies, plus 1 Friday off each month for Wellness Weekends.
- Company 401(k) plan with employer contributions after one year and ongoing training opportunities.
BHG Financial
BHG Financial provides innovative financial solutions to accomplished professionals, small businesses, and institutions. The company has an award-winning culture centered around transforming talented employees into effective business leaders, with core values of positive mental attitude, team player, and loyalty.