📌 Core Information
🔹 Job Title: Institutional Communications Associate
🔹 Company: BHG Financial
🔹 Location: Remote
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: April 30, 2025
🔹 Experience Level: 0-2 years
🔹 Remote Status: Remote
🚀 Job Overview
Key aspects of this role include:
- Providing exceptional customer service to partner institutions
- Investigating and resolving customer inquiries via telephone and email
- Creating written correspondence and tracking delinquencies within the Loan Management System
- Organizing data for multiple reports and assisting internal and external business lines
ASSUMPTION: This role requires strong communication skills, attention to detail, and the ability to thrive in a fast-paced environment. It is ideal for candidates with customer service experience who are passionate about providing world-class support.
📋 Key Responsibilities
✅ Provide support to partner institutions regarding their portfolios and inquiries
✅ Initiate correspondence with partner institutions to investigate and resolve customer inquiries such as: Loan Modifications, Bankruptcies, Subordination Requests, Payment Issues
✅ Create follow up correspondence in written form
✅ Track delinquencies within our Loan Management System (LMS)
✅ Organize data for multiple reports
✅ Assist internal and external business lines with Institutional Customer Service needs
ASSUMPTION: The primary responsibility of this role is to ensure partner institutions and their customers receive prompt, accurate, and professional support. This may involve working with various teams and systems to resolve complex issues.
🎯 Required Qualifications
Education: An Associate's Degree is preferred or equivalent work experience
Experience: 1-2 years of professional experience, preferably in customer service and documentation
Required Skills:
- Proficient in Microsoft Office programs and the Windows platform
- Excellent written and verbal communication skills
- Organized and detail-oriented
- Ability to work well in a fast-paced, team environment
Preferred Skills:
- Experience in the financial services industry
- Fluency in additional languages
ASSUMPTION: While an Associate's Degree is preferred, BHG Financial values relevant work experience and may consider candidates with equivalent experience who possess the required skills.
💰 Compensation & Benefits
Salary Range: $35,000 - $45,000 per year (Estimated based on industry standards for similar roles and experience levels)
Benefits:
- Medical, Rx, Dental, and Vision coverage for employees and their eligible family members
- Competitive PTO and vacation policies
- One 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 the BHG Cares program
Working Hours: 40 hours per week, with flexible scheduling options available
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels. Actual compensation may vary based on factors such as performance, location, and business needs.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. BHG Financial specializes in providing innovative financial solutions to accomplished professionals, small businesses, and institutions.
Company Size: 1,001-5,000 employees. BHG Financial is large enough to offer diverse opportunities but maintains a culture that values individual contributions.
Founded: 2001. BHG Financial was founded on the philosophy of a better way to borrow and has since grown into a leader in the financial services space.
Company Description:
- BHG Financial is committed to providing exceptional financial solutions, a hassle-free process, and personalized concierge service to help customers build upon their success.
- The company takes a 360-degree view of each customer to tailor the best solutions for their financial aspirations.
- BHG Financial is dedicated to creating a better way to borrow and providing world-class customer service.
Company Specialties:
- Personal and business loans
- Relationships with community banks
- Data, analytics, and proprietary modeling for faster funding
Company Website: bhgfinancial.com
ASSUMPTION: BHG Financial's focus on data, analytics, and proprietary modeling enables faster funding for customers, setting it apart from competitors in the financial services industry.
📊 Role Analysis
Career Level: Entry-level to mid-level. This role offers opportunities for growth and development within the company.
Reporting Structure: This role reports directly to the Institutional Communications Manager and works closely with various teams, including Customer Service, Loan Management, and Business Development.
Work Arrangement: Remote. This role can be performed remotely, allowing for flexibility and work-life balance.
Growth Opportunities:
- Advancement within the Institutional Communications department
- Expansion into other areas of the business, such as Loan Management or Business Development
- Professional development and training opportunities
ASSUMPTION: BHG Financial values internal promotions and offers opportunities for growth and development to employees who demonstrate strong performance and a commitment to the company's values.
🌍 Location & Work Environment
Office Type: Remote. This role does not require a physical presence in any of BHG Financial's offices.
Office Location(s): BHG Financial has offices in Fort Lauderdale, Florida; Syracuse, New York; Alpharetta, Georgia; Davie, Florida; and Miramar, Florida. However, this role can be performed remotely from anywhere in the United States.
Geographic Context:
- BHG Financial's headquarters is in Fort Lauderdale, Florida, but the company has a strong national presence and serves customers across the United States.
- The remote nature of this role allows for flexibility in location, enabling candidates to live and work from various parts of the country.
- BHG Financial's remote work policy fosters a diverse and inclusive work environment.
Work Schedule: The work schedule for this role is flexible, with core hours between 9:00 AM and 5:00 PM EST. Employees are expected to maintain a consistent work schedule and be available during core hours to ensure effective communication and collaboration with team members and customers.
ASSUMPTION: BHG Financial's remote work policy allows for greater flexibility and work-life balance, attracting candidates who value a flexible work environment.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the Hiring Manager
- In-depth interview with the Institutional Communications Manager and a member of the Customer Service team
- Final interview with the Vice President of Institutional Communications
- Background check and offer extension
Key Assessment Areas:
- Communication skills, both written and verbal
- Problem-solving abilities and attention to detail
- Customer service experience and passion for supporting customers
- Adaptability and ability to thrive in a fast-paced environment
Application Tips:
- Highlight relevant customer service experience and any exposure to the financial services industry
- Tailor your resume and cover letter to emphasize the required skills and qualifications for this role
- Prepare examples of times when you have successfully resolved complex customer issues or demonstrated strong communication skills
- Research BHG Financial's company culture and values to ensure a strong fit
ATS Keywords: Customer Service, Documentation, Communication, Organization, Detail Oriented, Microsoft Office, Teamwork, Financial Services, Institutional Communications, Loan Management, Customer Inquiries, Delinquencies
ASSUMPTION: BHG Financial's interview process is designed to assess candidates' skills and cultural fit, ensuring that they are well-suited for the role and the company's values.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Loan Management System (LMS)
- Customer Relationship Management (CRM) software
- Communication and collaboration tools (e.g., email, instant messaging, video conferencing)
ASSUMPTION: BHG Financial provides the necessary tools and technologies for employees to perform their jobs effectively and efficiently.
👔 Cultural Fit Considerations
Company Values:
- PMA (Positive Mental Attitude)
- Team Player
- Loyalty
Work Style:
- Fast-paced and dynamic environment
- Collaborative and team-oriented culture
- Focus on customer service and support
Self-Assessment Questions:
- Do you possess a positive mental attitude and the ability to thrive in a fast-paced environment?
- Are you a strong team player with excellent communication skills?
- Do you embody a sense of loyalty and commitment to the company's mission and values?
ASSUMPTION: BHG Financial's company culture is centered around its core values of PMA, team player, and loyalty. Candidates who embody these values are more likely to succeed in the company's dynamic and collaborative work environment.
⚠️ Potential Challenges
- Managing multiple customer inquiries and priorities simultaneously
- Working with various teams and systems to resolve complex issues
- Adapting to a fast-paced and dynamic work environment
- Ensuring accurate and professional communication with partner institutions and their customers
ASSUMPTION: The potential challenges of this role can be overcome by candidates who possess strong communication skills, attention to detail, and the ability to thrive in a fast-paced environment.
📈 Similar Roles Comparison
- This role is similar to Customer Service Representatives and Institutional Communications Specialists in other financial services companies. However, BHG Financial's focus on data, analytics, and proprietary modeling sets it apart from competitors.
- Unlike some other financial services companies, BHG Financial offers a remote work arrangement for this role, providing greater flexibility and work-life balance.
- This role offers opportunities for growth and development within the company, with potential advancement in the Institutional Communications department or expansion into other areas of the business.
ASSUMPTION: BHG Financial's unique focus on data, analytics, and proprietary modeling, along with its remote work arrangement and opportunities for growth, sets it apart from other financial services companies.
📝 Sample Projects
- Developing and implementing a new process for tracking delinquencies within the Loan Management System
- Creating and maintaining a database of partner institutions and their specific communication preferences
- Collaborating with the Customer Service team to create a comprehensive guide for resolving common customer inquiries
ASSUMPTION: These sample projects are designed to showcase the candidate's ability to work collaboratively, develop innovative solutions, and adapt to a fast-paced environment.
❓ Key Questions to Ask During Interview
- How does BHG Financial support the professional development and growth of its employees?
- What are the most challenging aspects of this role, and how can I best prepare for them?
- How does BHG Financial ensure effective communication and collaboration among its remote teams?
- What opportunities exist for advancement within the Institutional Communications department or other areas of the business?
- How does BHG Financial measure the success of its Institutional Communications team, and what key performance indicators (KPIs) are used?
ASSUMPTION: These key questions are designed to provide insight into the company's culture, values, and expectations for the role, as well as the opportunities for growth and development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for your interviews by researching BHG Financial's company culture and values, and practicing your responses to common interview questions
- Follow up with the Hiring Manager one week after your final interview to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
