Jr. Loan Processor

Responsibilities

• Collecting, reviewing, and organizing essential financial documentation from clients
• Building and maintaining strong client relationships through proactive communication
• Addressing client questions regarding financial products and the loan origination process
• Supporting loan officers and senior processors to ensure efficient application movement
• Documenting all client interactions and activities within internal systems
• Collaborating across departments to ensure seamless client file handoffs

Requirements

• Experience in customer service, sales, or financial services
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Proven ability to meet performance goals in a deadline-driven setting
• Willingness to travel for initial training and minimal annual team on-sites

Benefits

• Medical, Rx, Dental, and Vision coverage
• Competitive PTO and vacation policies
• One Friday off each month for Wellness Weekends
• 401(k) plan with employer contributions after one year
• Company-sponsored training and certification
• Quarterly award ceremonies and bonuses

About the Company

BHG Financial provides leading-edge financial solutions to accomplished professionals, small businesses, and institutions through innovative products and personalized concierge service.