BHG Financial

Manage and maintain the CMDB, oversee change processes, and collaborate with IT teams to ensure accurate configuration data and effective incident/problem resolution. | Experience with CMDB, change management, incident/problem management, ITIL processes, and tools like Jira Service Management. | 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 IT Change, Problem & CMDB Specialist will be responsible for managing and maintaining the Configuration Management Database (CMDB), overseeing change management processes, and ensuring the efficient handling of incidents and problems across the IT environment. This role focuses on ensuring data integrity within the CMDB, effectively managing changes, and collaborating with incident and problem management teams to ensure all IT assets and configurations are accurately tracked and updated. The Specialist will play a key role in facilitating communication and follow-up during Root Cause Analysis (RCA) and CAB meetings to ensure alignment and continuous improvement. What You'll Need • Ensure the CMDB is kept up-to-date with accurate records of all IT assets, configurations, and dependencies. • Regularly audit CMDB data for accuracy, completeness, and compliance with internal standards. • Track and maintain configuration items (CIs) and their relationships to ensure that all relevant data is accurately recorded. • Support the Change Management process, ensuring all changes to IT services and assets are accurately reflected in the CMDB. • Participate in Change Advisory Board (CAB) meetings, reviewing, approving, and ensuring that changes are appropriately tracked and documented. • Collaborate with IT teams to ensure all changes are correctly communicated, implemented, and updated in the CMDB. • Act as the liaison for incident and problem management teams, ensuring proper communication and documentation of issues related to configuration items and assets. • Track and update CMDB entries as incidents and problems are resolved, ensuring that impacted configurations are appropriately updated. • Ensure the Root Cause Analysis (RCA) of problems is captured and associated with relevant configuration items in the CMDB for future reference. • Establish and maintain high standards for data quality and ensure that CMDB records are complete, accurate, and regularly updated. • Generate regular reports on CMDB data quality, discrepancies, and updates, and present findings to senior leadership. • Ensure the integration of change, problem, and asset data within the CMDB to improve visibility across IT teams. • Collaborate with IT teams (Infrastructure, Operations, Security, etc.) to ensure seamless integration of changes, incidents, and problems into the CMDB. • Provide ongoing support and training for staff in using the CMDB and following incident/problem management procedures. • Ensure proper communication channels are maintained for incident and problem updates, RCA findings, and change requests. • Follow up on the resolution of incidents and problems, ensuring that necessary updates are made in the CMDB and related systems. • Ensure that RCA findings are captured and documented, and that they lead to preventive actions for recurring issues. • Work with teams to implement corrective actions based on RCA results, tracking and updating the CMDB accordingly. • Ensure that changes, incidents, problems, and CMDB updates comply with internal IT policies, standards, and industry regulations. • Identify risks related to inaccurate or incomplete CMDB data and take corrective actions as needed. What You'll Need • Bachelor's degree in Information Technology, Business Administration, or a related field (or equivalent experience). • 3+ years in change management, incident/problem management, or CMDB management. • Experience with Jira Service Management and Jira Assets for managing incidents, changes, and asset tracking. • Familiarity with ITIL processes, particularly in Configuration Management, Incident Management, Problem Management, and Change Management. • Experience attending CAB meetings and managing change approvals. • Proven experience with Root Cause Analysis (RCA) and the follow-up of incident/problem resolutions. • Strong understanding of CMDB structure, configuration item (CI) relationships, and asset lifecycle. • Excellent data management, communication, and problem-solving skills. • Ability to collaborate with cross-functional teams to ensure change, problem, and CMDB integration. • Attention to detail with a focus on ensuring data integrity across the IT environment. • ITIL Foundation or higher-level ITIL certifications, preferred. • Jira Service Management certifications (Admin or Specialist level), preferred. • Certified Problem Manager (CPM) or Certified Asset Management Professional (CAMP), preferred. • Hybrid Flexibility with Core Office Presence: Expected to be in the office 5 days/week with potential for occasional remote work based on project needs. 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Provide in-depth support and solutions to customers, communicate through various channels, manage CRM records, and build strong relationships with customers and internal teams. | 2-3 years customer service experience, associates degree preferred, ability to multitask and work independently in a fast-paced environment, and availability for a Monday-Friday 12-9 PM EST schedule. | 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 You are a motivated Client Services professional who is passionate about delivering an exceptional client experience. As a Client Services Specialist, you excel at multitasking, pipeline management, active listening, and have experience leveraging technology while maintaining a personal touch. You are a focused, no-quit, A+ player and thrive in a fast-paced environment where you can work with teammates that will match your drive and grit. • Schedule: Monday-Friday, 12-9 PM EST* What You'll Do • Provide in-depth support and solutions to BHG customers • Communicate with customer through various channels • Become a subject matter expert on BHG solutions & products • Enter records of customer calls, interactions and inquires via a CRM system • Build strong working relationships with customers and internal stakeholders  • Communicate with internal departments as needed What You'll Need • Associates degree preferred or related work experience • 2-3 years of customer service experience • Critical thinking and exceptional communication skills • Ability to work in a fast-paced environment  • Ability to work independently • Navigate through various different software systems • MUST be able to work Monday - Friday on a 12-9PM schedule 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.

Create reports and analyses, present findings and recommendations at multiple levels of the department. Work through the entire lifecycle of data, including querying, cleaning, transforming, and joining disparate data. | Students pursuing a Bachelor's or Master's degree in relevant fields are preferred, graduating in summer or winter 2026. Candidates should have strong analytical skills, familiarity with data tools, and a positive attitude towards growth. | Are you ready to kickstart your career, create a lasting impact, and learn skills that will make you a future leader? Here at BHG Financial, you will have the opportunity to gain cross-functional skills and visibility in all areas of the business from our virtual training sessions, hands-on experience, mentorship program, and access to diverse subject matter experts. Join a growing internship program that transforms talented interns into influential business leaders. BHG Financial offers innovative financial solutions to licensed, highly-skilled professionals representing the best of both traditional lending and fintech and are looking for passionate, impact players to help take our company to the next level. Who You Are You are a motivated student or recent graduate student who is passionate about business analytics. You excel at collecting, organizing, and analyzing data to identify and monitor key strategic opportunities as part of BHG’s drive to continuously improve every facet of the business. You are a logical and analytical thinker and thrive in a fast-paced environment where you will perform complex data analysis in supporting strategic business needs and transform raw data into finished products. You are a continuous learner who is constantly looking to absorb feedback and put it to use. You are a strong communicator who can summarize complex findings for partners with different backgrounds and goals. We are looking for Analytics Interns to join our Summer 2026 Internship Program, where you will work both independently and as part of a team, with oversight from your Hiring Manager. Summer Internships take place from May to August and require a commitment of 40 hours per week. With comprehensive training and supervision, you will gain valuable experience applying knowledge acquired in the classroom to real-world problems. Full-time offers starting in Fall 2026 may be available depending on business needs and internship performance. \n What You’ll Do Create reports and/or analyses, present findings & recommendations at multiple levels of the department Work through the entire lifecycle of data; query, clean, transform, and join disparate data Develop or optimize processes with automation based on data-driven analyses Recalibrate and/or assist in building new models to help enhance decision engines Utilize data visualization skills using Tableau, Power BI, and/or other packages Gain cross-functional skills and visibility in all areas of the business: from our virtual training sessions, hands-on experience, mentorship program, and access to diverse subject matter experts Engage with other interns, leaders across BHG Financial, and the community through lunch and learns, virtual team-building events, and give back to projects Create and deliver an executive-level presentation of your analysis on the cornerstone project Engage with other interns, leaders across BHG Financial, and the community through lunch and learns, virtual team building events, and give back projects. What You’ll Need Students pursuing a Bachelor's or Master's degree program in Analytical Finance, Data Analytics, Big Data, Data Science, Business Analytics, Math, Statistics, or a related field, graduating in summer ’26 or winter ’26 Availability from Summer: May-August or June-September Full-time availability of 40 hours a week (Monday – Friday 9-6 pm EST); no weekends Analytical and problem-solving skills, with the ability to cut through complexity and turn high-level business requirements into specific analysis projects Strong Excel, SQL, and BI tools like Power BI are a plus Familiarity with Python, R, GitHub, and Graph Databases is a plus Experience within the realm of strategic analytics (KPI deep dives, causality breakdown, impact forecasting) is a big plus Positive attitude and a focus on continued growth Comfort within a fast-moving and dynamic work environment \n Life at BHG At BHG, you'll have the opportunity to build a career that has an impact and develop new skill sets that will set you up for success in this constantly changing world. Our interns 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 our interactions with each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all interns should have the opportunity to lead and that good ideas can come from anyone at any level. From the top-down, our leaders are actively involved in strategic oversight and running the business, as well as in the wellbeing and growth of our interns. We consider people our #1 asset and help interns realize their full potential, set and exceed their goals, and explore new personal and professional development opportunities. Why You Should Join BHG Our internship program is at the center of BHG's growth and innovation. Our program supports the interest of our interns by creating opportunities for them to engage with other interns, leaders across the organization, and the community through lunch & learn virtual team-building events and giveback projects. We strive to prepare students for success while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG include: · You'll be granted time off for all designated BHG Paid Holidays and Wellness Fridays · Interns are given four wellness hours a month to support their physical, emotional, and social wellbeing · Intern Mentoring Program: BHG pairs our interns with more experienced members to provide guidance and support through the internship process · Access to Executive Leadership across BHG through one on ones and lunch and learns · If you join BHG Financial full-time after your internships, we offer a competitive compensation package, 100% coverage of your monthly health insurance premiums, PTO, Wellness Fridays, and Company 401(k) plan with employer contributions after one year as a reward for the value you bring to BHG everyday If you're ready to kickstart your career, exercise your passions, be surrounded by co-workers committed to your development, and have an all-ores-in mindset, apply to our internship program 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.