Portfolio Accounting Clerk

BHG FinancialUnited StatesRemoteFull-timeMid level, 2–5 yearsListed 5 days ago

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About this role

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.