Placements Specialist - Remote

Overview

BHG Financial is seeking a Placements Specialist to join their growing team, focusing on productivity and transforming talented employees into effective business leaders within the financial services industry.

In Short

• Join a team dedicated to transforming talented employees into business leaders.
• Work in a high-energy environment with a focus on financial solutions.
• Responsible for daily operations related to loan sales.
• Prepare and organize documentation for loan processes.
• Collaborate with team members to ensure timely loan sales.
• Communicate with bank partners to provide exceptional customer service.
• Must be organized with attention to detail.
• Experience in a fast-paced sales environment is preferred.
• Proficiency in Microsoft Office, especially Excel, is required.
• Prior exposure to legal agreements is a plus.

Requirements

• Associates or Bachelor’s Degree preferred.
• 2+ years of professional experience.
• Exceptional attention to detail and organizational skills.
• Experience with documentation and customer service.
• Ability to work well in a team.
• Enjoys fast-paced sales environments.
• Prior exposure to legal agreements is a plus but not required.

Benefits

• Opportunity to work in a growing company with a strong culture.
• Gain extensive knowledge of the financial services industry.
• Work alongside top professionals in the field.
• Access to innovative financial solutions.
• Engage in a supportive team environment.