Junior Loan Processor

BHG Financial

Jr. Loan Processor responsible for managing loan documentation and client onboarding at BHG Financial.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and communication skills while ensuring compliance and organization in financial documentation processes. Proven ability to thrive in a fast-paced environment, managing multiple priorities with exceptional attention to detail.

Highest-signal resume keywords

Client Relationship ManagementFinancial Services ExperienceAttention to DetailOrganizational SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingFinancial DocumentationPerformance Goal AchievementDeadline Management

Soft Skills

Proactive MindsetSelf-StarterAdaptabilityResilience

Tools & Technologies

Internal Systems

Industry Keywords

Customer ServiceSalesOnboarding ProcessCross-Functional Collaboration

About the role

Key responsibilities & impact

Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
Supporting loan officers and senior processors to ensure applications move efficiently from submission to funding.
Documenting all client interactions, updates, and activities within internal systems in an organized and compliant manner.
Collaborating across departments to ensure a seamless handoff of client files and adherence to company policies.

Requirements

What you’ll need

A genuine passion for financial services and working in a customer-oriented environment
Previous experience in customer service, sales, or financial services (loan processing experience is a plus).
A proactive, self-starter mindset with the confidence to take initiative and guide clients through the process.
Exceptional attention to detail and organizational skills with the ability to manage multiple priorities.
Strong written and verbal communication skills.
Proven ability to set, meet, and exceed performance goals in a deadline-driven environment.
Comfort working in a fast-paced, dynamic setting where adaptability and resilience are key.
**Travel requirement:** Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.

Benefits

Comp & perks

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