Jr. Loan Processor

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 and detail-oriented professional with a passion for financial services and customer success. You thrive in a fast-paced environment and excel at building trust with clients while ensuring accuracy in every step of the loan process. You take pride in uncovering client needs, guiding them with clarity, and delivering an exceptional onboarding experience.

Compensation structure: This position offers a base salary plus commission.

What You'll Do

• Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
• Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
• Addressing client questions related to BHG, our financial products, and the loan origination process.
• Supporting loan officers and senior processors to ensure applications move efficiently from submission to funding.
• Documenting all client interactions, updates, and activities within internal systems in an organized and compliant manner.
• Collaborating across departments to ensure a seamless handoff of client files and adherence to company policies.

What You'll Need

• A genuine passion for financial services and working in a customer-oriented environment
• Previous experience in customer service, sales, or financial services (loan processing experience is a plus).
• A proactive, self-starter mindset with the confidence to take initiative and guide clients through the process.
• Exceptional attention to detail and organizational skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Proven ability to set, meet, and exceed performance goals in a deadline-driven environment.
• Comfort working in a fast-paced, dynamic setting where adaptability and resilience are key.
• Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.