Institutional Communications Associate, Client Services

BHG Financial; United States; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical/Rx/Dental/Vision coverage

Competitive PTO

Company 401(k) plan

Wellness Weekends

Company-sponsored training

Quarterly award ceremonies

Job summary

A financial services leader in the United States seeks a motivated professional for customer support roles. You will assist partner institutions by addressing inquiries about loans and track data using Loan Management System. The ideal candidate has an Associate’s degree or equivalent experience, 1-2 years in customer service, and is proficient in Microsoft Office. Enjoy benefits like medical coverage, 401(k) contributions, and a supportive work culture focused on personal growth.

Qualifications

• 1-2 years of professional experience is required.
• Experience in documentation and customer service is essential.
• Must excel in a fast-paced team environment.

Responsibilities

• Provide support to partner institutions regarding inquiries.
• Create follow-up correspondence in writing.
• Track delinquencies using Loan Management System (LMS).

Skills

Customer service

Effective communication

Data organization

Proficiency in Microsoft Office

Team collaboration

Detail-oriented

Education

Associate’s Degree or equivalent experience

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

You are a motivated professional who is passionate about providing world‑class customer service. You excel at understanding and effectively communicating solutions and have experience providing telephone and email support. You are self‑driven and thrive in a fast‑paced environment where you can assist customers and clients.

What You’ll Do

• Provide support to partner institutions regarding their portfolios and inquiries
• Initiate correspondence with partner institutions to investigate & resolve customer inquiries such as: Loan Modifications, Bankruptcies, Subordination Requests or Payment Issues
• Create follow‑up correspondence in written form
• Track delinquencies within our Loan Management System (LMS)
• Organize data for multiple reports
• Assist internal and external business lines with Institutional Customer Service needs

What You’ll Need

• Associate’s Degree preferred or equivalent work experience
• 1‑2 years of professional experience
• Experience in documentation, customer service
• Proficient in Microsoft office programs, Windows platform
• Must be able to work well in a fast paced, team environment
• Excellent written and verbal communication skills
• Organized and detail oriented

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:

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

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.