Funding Advisor

3 hours, 27 minutes ago
Full-time
Junior
Sales and Business Development
BHG Financial

BHG Financial

BHG Financial is a pioneering financial company that specializes in providing innovative solutions for business professionals, consumers, and financial institutions nationwide. With a focus on technology, analytics, and exceptional service, BHG offers ...

Diversified Financial Services
1K-5K
Founded 2001

Description

  • Work directly with clients to facilitate loan funding and move applications toward closing.
  • Review loan terms with clients and encourage contract signature.
  • Collect pending documentation, verbal contingencies, banking information, and identity verification details.
  • Coordinate closely with Funding Coordinators, the Closing Team, and Underwriters to ensure all funding requirements are complete.
  • Communicate with clients promptly and efficiently to obtain required items and documents.
  • Complete verbal verification recordings.
  • Perform warm transfers for Credit Card eligible loans.
  • Handle other assigned duties related to the funding process.

Requirements

  • Associate’s degree or Bachelor’s degree preferred but not required.
  • Experience in a high-volume sales environment.
  • Ability to learn BHG loan products, including commercial loans, consumer loans, and credit cards.
  • Strong experience speaking with customers on the phone.
  • Highly detail-oriented with strong time management skills.
  • Ability to work with different platforms and systems.
  • Willingness to travel during the first 6 months of employment for the BHG Oars in Experience.
  • Approximately 5% annual travel after the first 6 months for on-sites, team meetings, and cross-functional collaboration.

Benefits

  • Medical, prescription, dental, and vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One 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 with additional bonuses for top achievers.
  • Ongoing volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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