Jr. Loan Processor

About the role

BHG Financial is a growing team that prioritizes productivity and has a culture focused on transforming talented employees into effective business leaders. Founded in 2001, we started with an idea, an opportunity, and $25,000, and now provide leading-edge financial solutions to high-earning professionals in various industries.

Responsibilities

• 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

Requirements

• 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

Qualifications

• 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

Skills

• Customer service skills
• Financial analysis skills
• Communication skills
• Organizational skills

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• Company 401(k) plan with employer contributions after one year
• 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

Pay

This position offers a base salary plus commission.

Schedule

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.

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Our core values of PMA (positive mental attitude), team player, and loyalty drive every interaction we have between each other and our customers. We value work/life balance and 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.
• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• Company 401(k) plan with employer contributions after one year
• 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