Full-Time

Documentation Specialist

Updated on 12/30/2024

Bankers Healthcare Group

Bankers Healthcare Group

501-1,000 employees

Provides premium loan financing solutions

Data & Analytics
Financial Services

Junior, Mid

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Must be available to work from 12pm-8pm (EST)
  • Previous experience as a Paralegal or Legal Assistant preferred
  • Understanding of the finance industry
  • Excellent written and verbal communication skills
  • Ability to work effectively under pressure, calmly and confidently with a “can-do” attitude
  • Possess a high level of integrity and ability to manage sensitive and confidential information with discretion and professionalism
  • Ability to handle a time-sensitive queue
  • High level of attention to detail
  • Capability to multi-task throughout the day
Responsibilities
  • Thoroughly review applications for errors and structures
  • Generate legally binding contracts for clients presenting agreed-upon loan terms
  • Conduct general searches on applications and update the client profiles as needed
  • Assist the funding department with ordering third-party inspections
  • Work with peers to ensure clients are funded in a timely, efficient manner
Bankers Healthcare Group

Bankers Healthcare Group

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Working at this company offers the unique opportunity to be part of a team that is crucial in providing diverse financial solutions, including premium loan financing, credit cards, and risk management services. Leveraging advanced data analytics and technology, employees are poised to lead in the origination of over $8 billion in loan solutions, highlighting a culture that strives for excellence and innovation in the financial services sector.

Company Stage

Pre-seed

Total Funding

$1.9M

Headquarters

Fort Lauderdale, Florida

Founded

2001

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%

Benefits

100% coverage of monthly health insurance premiums

Dental insurance

Vision insurance

Life insurance sponsored by BHG

Short- and long-term disability

Virtual counseling sessions sponsored by BHG

401(k) program with 6% company match

Additional PTO for new mothers and fathers

15 days off during first 2 years

Quarterly bonuses

Monthly award ceremonies with bonus opportunities

Training & certification courses sponsored by BHG

Leadership courses led by BHG executive team

Volunteer opportunities arranged by BHG

Access to remote trainers and nutritionists