The Funding Advisor facilitates funding by working with clients to review loan terms, collect documentation, and assist with identity verification. They collaborate with other teams to ensure timely loan funding and maintain efficient communication with clients.
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You Are
The primary responsibility of the Funding Advisor is to work directly with clients to facilitate funding. These duties can include, but are not limited to: a review of loan terms to encourage the client to sign contracts, collection of any pending documentation and possible verbal contingencies, collection of banking information, and assistance with the completion of the identity verification steps.
What You'll Do
- The Funding Advisors work closely with Funding Coordinators, Closing Team and Underwriters to ensure all items are in place to fund the loan in a timely fashion.
- Communicate with clients efficiently and in a timely manner to collect items/documents needed for Funding
- Completing verbal verification recordings
- Responsible for completing warm transfers for Credit Card eligible loans.
- Other duties as assigned.
What You'll Need
- Associates Degree/Bachelors Degree is preferred but not necessary
- Experience in a high volume sales environment
- Ability to learn the BHG Loan Products - Commercial & Consumer Loans and Credit Cards
- Strong experience speaking with customers on the phone
- Highly detail oriented and good time management skills
- Ability to work with different platforms and systems
- Travel requirement: All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience. After the initial 6 months, ongoing travel is expected at approximately ~5% annually for periodic team on-sites, team meetings, and cross-functional collaboration.
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.
Similar Jobs
Financial Services • Metaverse
The Funding Advisor facilitates client funding by reviewing loan terms, collecting documentation, and ensuring all requirements for loan funding are met.
2 Minutes Ago
Fintech • Machine Learning • Payments • Software • Financial Services
The Senior Manager, Cyber Threat Researcher will analyze and mitigate cyber threats, leveraging data integration and collaboration while maintaining industry expertise.
Top Skills:
AWSAzureGCPPerlPHPPowershellPythonSQL
Fintech • Machine Learning • Payments • Software • Financial Services
The role involves researching cyber threats, creating data mechanisms to identify threats, maintaining expertise in the cyber landscape, and communicating findings to various audiences.
Top Skills:
AWSAzureGCPPerlPHPPowershellPython
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
