Institutional Communications Associate, Client Services jobs in United States
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BHG Financial ยท 19 hours ago

Institutional Communications Associate, Client Services

BHG Financial is a leader in the financial services space dedicated to providing innovative financial solutions. The Institutional Communications Associate will support partner institutions with inquiries, track delinquencies, and assist with customer service needs.

FinanceFinancial ServicesRisk Management
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Growth Opportunities
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H1B Sponsor Likelynote

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 service experienceMicrosoft Office proficiencyDocumentation experienceOrganizational skillsWritten communication skillsVerbal communication skillsTeamworkDetail-oriented

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

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Tyler Crawford
Chief Operating Officer
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Allison Laforce
Human Resources Business Partner II
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Company data provided by crunchbase