Financial Specialist
About The Position
Higginbotham Financial, a Higginbotham Partner, has an immediate opening for a Financial Specialist in their Irvine, CA office. Higginbotham is one of the nation’s largest independent insurance & financial services firms trusted by thousands of businesses, individuals, and families. Higginbotham provides a single source solution for insurance, financial & HR services through a unified group of regional offices with global capabilities. As a Higginbotham Company, Higginbotham Financial offers all the resources that differentiate the group, paired with the personal service that further distinguishes us. Reporting to a Senior Financing Specialist and focusing on our financed life insurance policies, the position acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business. This role involves all aspects of servicing a implementing a financing transaction, from collating financial documents and information to full review and preparation of loan document packages. Additionally, this position will be tasked with proper tracking and servicing of these transactions.
Requirements
- Bachelor's degree in related field
- 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
Nice To Haves
- Prior experience working in banking or finance is highly desirable
- Experience with Mac OS preferred
Responsibilities
- Acts as the liaison between clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business.
- Involves all aspects of servicing and implementing a financing transaction.
- Collates financial documents and information.
- Performs full review and preparation of loan document packages.
- Proper tracking and servicing of financing transactions.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Prescription drug coverage
- 401K
- Equity incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays
- PTO
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
