Portfolio Accounting Clerk

🕒 March 31

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧾 Accounting Manager

🚫👨‍🎓 No degree required

👻 Ghost score 55%

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Logo of BHG Financial

BHG Financial

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

• Accurately process loan transactions in servicing and banking systems • Research and identify discrepancies in loan activity • Coordinate with various departments to correct discrepancies • Perform daily and weekly reconciliations of balance sheet and income statement accounts • Assist in creating accruals during the month-end closing process • Assist during the audit process as needed • Complete special projects as required • Work on essential Loan Servicing agendas within the Accounting & Finance Department • Utilize Excel and other tools and systems in a high-energy environment

🎯 Requirements

• Bachelor’s Degree in Accounting or Finance strongly preferred • MUST HAVE experience with reconciliations • 2+ years of experience with Loan Operations or Loan Servicing, including processing loan payments • Strong Excel skills are required • Experience with accounting software preferred (Workday) • Ability to work in a fast-paced environment while meeting strict deadlines • Strong interpersonal and communication skills • Proven work ethic • Willingness to work both independently and in a group setting • Strong attention to detail and organization skills • Highest ethical standards • Ability and willingness to learn BHG's financial products/services

🏖️ 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 the BHG Cares program • Work/life balance • Personal and professional development opportunities

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