投资组合会计专员
Portfolio Accounting Clerk
你是否准备好加入一个注重效率的团队，该团队以卓越的文化著称，致力于将有才华的员工培养成有效的业务领导者？那么BHG Financial就是你的理想选择。
2001年，我们带着一个想法、一个机会和25,000美元起步。当时，我们的业务专注于为医疗行业客户提供服务。凭借对医疗行业的了解，我们很快扩展到为多个其他行业的高收入专业人士提供服务，为他们提供领先的金融解决方案，包括我们广泛的社区银行网络。
如今，BHG Financial已在金融服务领域确立了自身的领导地位。我们以更高效的借贷方式为理念，致力于帮助有成就的专业人士、小企业和机构通过创新的金融解决方案、无 hassle 的流程以及个性化的管家式服务来巩固他们的成功。
我们对客户成功的不懈承诺是BHG Financial取得成功的重要因素。我们从360度视角了解客户，以量身定制最适合他们财务目标的解决方案。如今的职场人士有多元化的收入来源，而不仅仅是工资。因此，在做出负责任的贷款决策时，必须考虑这些因素。我们持续关注数据、分析和专有模型，使客户获得更快的资金支持。
从企业贷款到个人贷款，再到与社区银行的关系，全国顶尖的专业人士和企业主都依赖我们卓越的金融解决方案和管家式服务，以继续他们的成功和传承。
你是什么样的人
BHG Financial正在寻找一位自我驱动、自主且有抱负的个体，具备学习BHG金融产品和服务的能力和意愿。你将在会计与财务部门参与关键的贷款服务工作，运用扎实的Excel技能以及其它资源丰富的工具和系统。你将在一个充满活力的环境中工作，同时不断积累金融行业的广泛知识。
你将做什么
准确处理我们在服务和银行系统中的贷款交易
能够研究并识别贷款活动中的差异
与各部门协调以纠正差异
每日/每周对资产负债表和损益表账户进行对账
协助创建应计项目
查看英文原文
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
BHG Financial is looking for a self‐driven, autonomous and ambitious individual with the ability and willingness to learn BHG's financial product/services. You will be working in the Accounting & Finance Department on essential Loan Servicing agendas, utilizing strong Excel skills and additional resourceful tools and systems. You will experience working in a high‐energy environment while continuing to gain extensive knowledge of the financial industry.
What You'll Do
Accurately processing loan transactions in both our servicing and banking systems
Ability to research and identify discrepancies in loan activity
Coordinating with various departments to correct discrepancies
Daily/Weekly/Reconciliations of balance sheet and income statement accounts
Assist in creating accruals as part of BHG’s month-end closing process
Assist during the audit process as needed
Special projects, as required
What You'll Need
Bachelor’s Degree in Accounting or Finance strongly preferred
MUST HAVE experience with reconciliations
Experience with Loan Operations or Loan Servicing including processing loan payments (2+ years)
Strong Excel skills are required
Experience with accounting software preferred (Workday)
Ability to work in a fast-paced environment while meeting strict deadlines
Strong interpersonal and communication skills
Proven work ethic (experience in related field a plus)
Willingness to work both independently and in a group setting
Strong attention to detail and organization skills a must
Highest ethical standards
Life at BHG Financial
At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We 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. Some of the benefits you can expect when you join BHG Financial include:
•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
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.