What You'll Do

• Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
• Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
• Addressing client questions related to BHG, our financial products, and the loan origination process.
• Supporting loan officers and senior processors to ensure applications move efficiently from submission to funding.
• Documenting all client interactions, updates, and activities within internal systems in an organized and compliant manner.
• Collaborating across departments to ensure a seamless handoff of client files and adherence to company policies.

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).
• A proactive, self-starter mindset with the confidence to take initiative and guide clients through the process.
• Exceptional attention to detail and organizational skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Proven ability to set, meet, and exceed performance goals in a deadline-driven environment.
• Comfort working in a fast-paced, dynamic setting where adaptability and resilience are key.
• Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members

• Competitive PTO and vacation policies

• 1 Friday off each month for Wellness Weekends

• Company 401(k) plan with employer contributions after one year

• Company-sponsored training and certification opportunities

• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

• Ongoing volunteer opportunities to give back to the community through our BHG Cares program

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.