Placements Specialist

BHG Financial; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Join BHG Financial as a Placements Specialist where you will drive daily loan sale operations in a dynamic and fast-paced environment. Our award-winning culture prioritizes productivity while fostering employee development and satisfaction. Enjoy comprehensive benefits, including medical coverage, PTO, and training opportunities, all while being part of a team that emphasizes both service and teamwork.

Benefits

Medical/Rx/Dental/Vision coverage

Competitive PTO and vacation policies

401(k) plan with employer contributions

Company-sponsored training and certification opportunities

Quarterly award ceremonies with bonuses

Qualifications

• Bachelor’s Degree required.
• 2+ years of professional experience (preferred).
• Experience with documentation and customer service.

Responsibilities

• Responsible for daily operations related to loan sales.
• Prepare master agreements and communicate with bank partners.
• Utilize Excel and DocuSign for loan operations.

Skills

Attention to detail

Customer service

Organizational skills

Teamwork

Education

Bachelor’s Degree

Tools

Microsoft Excel

DocuSign

Job description

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are

BHG Financial is looking for a self‐driven, autonomous and ambitious individual with the ability and willingness to learn about our financial products and services. As a Placements Specialist, you will be working on daily loan sale operations, supporting the sales team and other team members. You will experience working in a high‐energy environment while continuing to gain extensive knowledge of the financial services industry.

What You'll Do

• Responsible for working in daily operations related to all loan sales
• Prepare direct offers, the daily loan auction and create loan closing packages
• Prepare master agreements, UCC’s and related communication with legal and accounting departments
• Communicate with bank partners via email and phone providing superior customer service and support
• Use tools and platforms such as Excel and DocuSign daily

What You'll Need

• Bachelor’s Degree required
• 2+ years of professional experience (preferred)
• Organized with exceptional attention to detail
• Experience with documentation and customer service
• Proficient in Microsoft Office programs, especially MS Excel
• Enjoys and works well in a fast paced sales environment
• Understands and contributes to being a team player
• Prior exposure to legal agreements a plus but not required

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.