Loan Servicing Specialist

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. This Loan Servicing role within the Accounting & Finance Department requires strong Excel skills and experience with reconciliations. You will accurately process loan transactions, research discrepancies, and coordinate with other departments. The position offers opportunities for professional growth within a high-energy environment. BHG Financial values work/life balance and employee well-being, providing various benefits and development opportunities.

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
• Proven work ethic (experience in related field a plus)
• 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)

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