Loan Servicing Specialist - Accounting

Summary

Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. We offer leading-edge financial solutions and personalized concierge service to high-earning professionals and businesses. The company emphasizes data, analytics, and proprietary modeling for faster funding. This role involves loan servicing, utilizing strong Excel skills and various tools and systems within the Accounting & Finance Department. You will contribute to essential agendas, work in a high-energy environment, and gain extensive financial industry knowledge. BHG Financial values work/life balance and offers various benefits, including medical/dental/vision coverage, PTO, wellness weekends, a 401k plan, training opportunities, and quarterly award ceremonies.

Requirements

• MUST HAVE experience with reconciliations
• Experience with Loan Operations or Loan Servicing including processing loan payments (2+ years)
• Strong Excel skills are required
• Ability to work in a fast-paced environment while meeting strict deadlines
• Strong interpersonal and communication skills
• Willingness to work both independently and in a group setting
• Strong attention to detail and organization skills a must
• Highest ethical standards

Responsibilities

• Accurately processing loan transactions in both our servicing and banking systems
• Ability to research and identify discrepancies in loan activity
• Coordinating with various departments to correct discrepancies
• Daily/Weekly/Reconciliations of balance sheet and income statement accounts
• Assist in creating accruals as part of BHG’s month-end closing process
• Assist during the audit process as needed
• Special projects, as required

Preferred Qualifications

• Bachelor’s Degree in Accounting or Finance strongly preferred
• Experience with accounting software preferred (Workday)
• Proven work ethic (experience in related field a plus)

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