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BHG Financial · 1 week ago

Institutional Communications Associate, Client Services

United States

Full-time

Remote

Entry Level

1+ years exp

BHG Financial is a leader in the financial services space dedicated to helping accomplished professionals and institutions achieve their financial aspirations. The Institutional Communications Associate will provide support to partner institutions, resolve customer inquiries, and assist with data organization and reporting.

FinanceFinancial ServicesRisk Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Provide support to partner institutions regarding their portfolios and inquiries

Initiate correspondence with partner institutions to investigate & resolve customer inquiries such as: Loan Modifications, Bankruptcies, Subordination Requests or Payment Issues

Create follow-up correspondence in written form

Track delinquencies within our Loan Management System (LMS)

Organize data for multiple reports

Assist internal and external business lines with Institutional Customer Service needs

Qualification

Customer serviceMicrosoft OfficeDocumentation experienceWritten communicationVerbal communicationOrganizational skillsDetail orientedTeamwork

Required

Associates Degree preferred or equivalent work experience

1-2 years of professional experience

Experience in documentation, customer service

Proficient in Microsoft office programs, windows platform

Must be able to work well in a fast paced, team environment

Excellent written and verbal communication skills

Organized and detail oriented

Benefits

Medical/Rx/Dental/Vision coverage for employees and their eligible family members

Competitive PTO and vacation policies

1 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 where top achievers are celebrated and receive additional bonuses

Ongoing volunteer opportunities to give back to the community through our BHG Cares program

Company

BHG Financial

Glassdoor4.1

BHG Financial delivers forward-thinking financial solutions, custom-tailored for individuals, small businesses, and institutions.

Founded in 2001

Fort Lauderdale, Florida, USA

1001-5000 employees

https://bhgfinancial.com

H1B Sponsorship

BHG Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (23)

2024 (46)

2023 (22)

2022 (31)

2021 (32)

2020 (8)