Review and analyze financial data to make informed credit decisions for high-earning professionals and business borrowers. This role calls for precision, judgment, and the ability to interpret complex financial information under deadlines.
About BHG Financial
BHG Financial provides innovative lending solutions for top professionals and business owners nationwide. Since 2001, we’ve grown into a leader in specialty finance by combining data-driven decision-making with personalized service. We value initiative, disciplined thinking, and people who take ownership of their work and growth.
Schedule
• Full-time
• Remote
• Fast-paced, analytical environment
Responsibilities
• Review tax returns, credit reports, and financial statements
• Perform detailed cash-flow and risk analysis
• Determine creditworthiness and document underwriting decisions
• Verify application data and obtain missing documentation
• Build compliant loan packages and ensure audit readiness
• Collaborate across teams to resolve issues and support funding process
• Support credit-related initiatives and special projects
• Communicate professionally and clearly with internal stakeholders
Requirements
• 1+ year experience in accounting, finance, tax, lending, or similar
OR 2+ years administrative/clerical experience in a financial environment
• Coursework in finance, accounting, business, or related field preferred
• Familiarity with credit reports and tax returns (personal + business)
• Strong analytical, organizational, and critical-thinking skills
• Ability to meet deadlines in a high-volume, accuracy-driven role
• Proficient in Microsoft Office
• Excellent written and verbal communication skills
• Detail-oriented with strong follow-through
• Comfortable working remotely and independently
Benefits
• Medical, dental, vision for employees and dependents
• Competitive PTO + vacation
• One Friday off monthly for Wellness Weekends
• 401(k) with employer contributions (after 1 year)
• Paid training + certification opportunities
• Quarterly performance recognition + bonus opportunities
• Volunteer + community engagement initiatives (BHG Cares)
Happy Hunting,
~Two Chicks…