
Portfolio Accountant
BHG Financial
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Accurately processing loan transactions in both our servicing and banking systems
- Ability to research and identify discrepancies in loan activity
- Coordinating with various departments to correct discrepancies
- Daily/Weekly/Reconciliations of balance sheet and income statement accounts
- Assist in creating accruals as part of BHG’s month-end closing process
- Assist during the audit process as needed
- Special projects, as required
Requirements
- Bachelor’s Degree in Accounting or Finance strongly preferred
- MUST HAVE experience with reconciliations
- Experience with Loan Operations or Loan Servicing including processing loan payments (2+ years)
- Strong Excel skills are required
- Experience with accounting software preferred (Workday)
- Ability to work in a fast-paced environment while meeting strict deadlines
- Strong interpersonal and communication skills
- Proven work ethic (experience in related field a plus)
- Willingness to work both independently and in a group setting
- Strong attention to detail and organization skills a must
- Highest ethical standards
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
reconciliationsloan operationsloan servicingprocessing loan paymentsExcelaccounting software
Soft Skills
interpersonal skillscommunication skillswork ethicattention to detailorganizational skills
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in Finance