Junior Loan Processor

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BHG Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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