Financial Specialist

Higginbotham • Irvine, CA

4d • $50,000 - $75,000 • Hybrid

About The Position

Higginbotham Financial, A Higginbotham Partner, has an immediate opening for a
Financial Documentation Specialist in their Irvine, CA office.

Higginbotham Financial, has an immediate opening for a Financial Documentation
Specialist in their Irvine, CA office. Higginbotham, 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 Financial offers
all the resources that differentiate the group, paired with the personal service
that further distinguishes us.

Reporting to Vice President in Finance Department 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 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

Benefits

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees