BHG Financial

BHG Financial

3 open positions available

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2 employment types
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Full-time
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BHG Financial

Client Services Specialist (Monday-Friday, 12-9PM EST)

BHG FinancialAnywhereFull-time
View Job
Compensation$40K - 60K a year

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.

Client services
Customer communication
CRM usage
Multitasking
Pipeline management
Critical thinking
Exceptional communication
Verified Source
Posted 2 months ago
BHG Financial

Quantitative Analyst Intern - Summer 2026

BHG FinancialAnywhereInternship
View Job
Compensation$Not specified

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.

Business Analytics
Data Analysis
Data Visualization
Excel
SQL
Power BI
Python
R
GitHub
Graph Databases
Analytical Skills
Problem-Solving
Communication
Teamwork
Continuous Learning
Automation
Direct Apply
Posted 3 months ago
BHG Financial

Associate Salesforce Application Support Engineer

BHG FinancialAnywhereFull-time
View Job
Compensation$60K - 80K a year

Provide Level 1 end-user support and troubleshoot production issues for enterprise applications while maintaining high customer satisfaction. | 1-2 years experience in business-critical enterprise app support, Salesforce admin/configuration, MS SQL Server querying, IT tools like JIRA, and familiarity with SDLC and agile methodologies. | Team: Infrastructure Department: Technology & IS Location: Remote Commitment: Full-time Summary 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 Application Support professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and have experience providing first-level support for software products and tools. You are a hardworking and positive individual that thrives in an environment where you can make a difference from day 1. This team acts as the front-line of contact for support of central technology services and is responsible for interfacing with clients, resolving software incidents, and acting on service requests while achieving high customer satisfaction. What You'll Do • Provide customer-facing support and problem resolution - troubleshoot production issues, identify and address the root cause, and work with engineering teams to get the resolution deployed to production. • Take ownership of assigned tasks, following through on assignments until issues are resolved and closed. • Build, develop, and grow relationships with users and other stakeholders. • Provide Level 1 end-user support for escalations and ensure IT service levels are maintained. • Adhere to established agile methodology, SDLC, support, and service management policies and procedures. • Develop and maintain knowledge base documentation. • Track and prioritize requests through JIRA. What You'll Need • Ability to work 40 hours per week from 11:00 AM - 8:00 PM EST (M-F) • Experience supporting business-critical, enterprise applications. • Experience with Salesforce configuration and/or administration. • Experience reading/writing queries in MS SQL Server. • Familiarity with IT tools (i.e. IT ServiceDesk, JIRA Software, JIRA Confluence, etc.). • Bachelor's degree in Information Technology, Computer Science or equivalent work experience. • Excellent interpersonal, verbal, and written communication skills. • Demonstrated ability to solve problems, determine appropriate actions, and complete tasks. • Ability to work independently, with minimal supervision. • Strong customer service and problem-solving skills including demonstrated ability to analyze issues and to work effectively with cross-functional groups to craft solutions. • Knowledgeable of software development experience utilizing modern development tools and technologies – Microsoft .NET (C#), Azure Cloud, PHP, Full-Stack architecture, development, and execution. • 1-2 years of experience working with various SDLC methodologies such as Waterfall, and Agile (Scrum and Kanban); experienced in the use of standard agile tools. • Demonstrate ability to learn new technologies quickly. • Knowledgeable of financial terminology. • Willingness to work flexible hours with occasional evening and weekend hours. Life at BHG At BHG, 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 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 include: • Medical coverage for employees and their eligible family members • Competitive PTO and vacation policies • Company 401(k) plan with employer contributions after one year • On-site gym access and memberships • 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! Bankers Healthcare Group 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. Bankers Healthcare Group is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

MS SQL Server
Salesforce configuration/administration
JIRA
IT ServiceDesk
Customer support
Agile methodologies
Microsoft .NET (C#)
Azure Cloud
Verified Source
Posted 4 months ago

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