As a Documentation Specialist, you will process contracts, validate documents, ensure accuracy in client data, and coordinate with team members to provide timely contract delivery.
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 delivering an exceptional client experience. You excel at multi-tasking, pipeline management, staying organized, and being extremely detail-oriented. You are a focused, resilient, A+ player and thrive in a fast-paced environment where you can work with teammates that will match your drive and grit.
Schedule: Must be available to work from 12pm-9pm (EST)
What You'll Do
- Timely processing and generation of contracts in allotted timeframes.
- Maintain high quality while quickly moving through the process.
- Thoroughly review application info and ensure customer data is accurate.
- Conduct general searches on applications and update the client data as needed.
- Validate that pre-documentation request information and documentation have been collected and are on file.
- Review payoff statements for accurate creditor information, account numbers, balances, per diem, etc.
- Ensure pre-selected fund dates and first payment dates adhere to guidelines.
- Validate and edit disbursements as necessary according to funding partner requirements.
- Generate and send loan contracts for clients presenting agreed-upon loan terms.
- Send out consumer disclosures needing to be evidenced appropriately to ensure compliance.
- Generate UPS return labels and package loan documents for clients requesting a wet-ink signature.
- Coordinate with front office admin on the sending of the contracts to be overnighted.
- Manually edit loan documents based on program requirements.
- Assist the funding department with ordering third-party inspections.
- Work with peers to ensure clients receive contracts in a timely and efficient manner.
- Have open schedule availability for contracts requests made on nights and weekends.
What You'll Need
- Must be available to work from 12pm-9pm (EST)
- Previous experience as a Paralegal or Legal Assistant preferred
- Understanding of the finance industry
- Excellent written and verbal communication skills
- Ability to work effectively under pressure, calmly and confidently with a “can-do” attitude
- Possess a high level of integrity and ability to manage sensitive and confidential information with discretion and professionalism
- Ability to handle a time-sensitive queue
- High level of attention to detail
- Capability to multi-task throughout the day
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.
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