Bankers Healthcare Group (BHG) Remote Full-time

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 Credit professional who is passionate about critical thinking and analytics. You excel at time management, organization and detail orientation and have experience reviewing and/or researching financial statements. You are self-driven and thrive in a fast-paced environment where you can help make critical decisions.  

What You’ll Do

  • Analyze and spread financial information such as tax returns, personal financial statements and credit reports to determine the degree of risk involved with extending credit or lending money. 
  • Perform cash flow analysis. 
  • Make appropriate decisions based on creditworthiness; verify applications for completeness, conduct credit investigation, and document loan decision. 
  • Must develop working knowledge of commonly used credit concepts, practices, policies and procedures relevant to businesses. 
  • Prepare loan packages in compliance with policies and procedures from department. 
  • Strong understanding of loan risk factors. 
  • Work across departments to ensure strong communication and collaboration   
  • Assist with credit-related projects and initiatives.  
  • Any other duties as assigned by management.  

What You’ll Need

  • 1+ year(s) experience in accounting, tax or financial industry preferred; OR  2+ Years of experience with administration and clerical duties  
  • College coursework in business administration, finance, accounting, mathematics or related fields preferred  
  • Attention to detail is a must   
  • Must have familiarity with credit reports, personal and corporate tax returns.  Familiarity with tax transcripts preferred.   
  • Must be detail oriented with a strong focus on quality and accuracy  
  • Ability to work with colleagues to acquire all required documentation   
  • Ability to prioritize and multitask under tight deadlines 
  • Ability to interpret complex information and give quality results in an extremely face-paced environment
  • Must be service-oriented, customer-focused, a team player, and have a helpful personality
  • Excellent communication and interpersonal skills
  • Microsoft Office
  • Must have strong organizational, critical thinking, and analytical skills, and a keen eye for detail 
  • Ability to work at a computer for 8+ hours/day
  • Fine motor manipulation using a computer (mouse/keyboard)
  • Ability to communicate professionally via video calls