Financial Specialist
Higginbotham Financial is one of the nation’s largest independent insurance and financial services firms. They are seeking a Financial Documentation Specialist to act as a liaison between clients, sales teams, lenders, and insurance carriers, focusing on financed life insurance policies and handling all aspects of financing transactions.
Responsibilities
- Act as the liaison between clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business
- Implement financing transactions by collating financial documents and information
- Review and prepare loan document packages
- Track and service financing transactions
Skills
- Bachelor's degree in related field
- Prior experience working in banking or finance is highly desirable
- Strong written and verbal communication skills
- Detail-oriented
- Excellent time management skills
- Strong ownership skills
- Proactiveness
- Ability to work in a fast-paced and high-pressure environment
- Proficiency in Microsoft Office Suite, in particular Word and Excel
- Experience with Mac OS preferred
Benefits
- Medical
- Dental
- Vision
- Prescription drug coverage
- 401K
- Equity incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays
- PTO
Company Overview