Financial Specialist
Higginbotham Financial is one of the nation’s largest independent insurance & financial services firms, and they are seeking a Financial Documentation Specialist in their Irvine, CA office. The role focuses on liaising between clients and various stakeholders to implement financing transactions related to life insurance policies.
Responsibilities
- Acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business
- Involves all aspects of implementing a financing transaction, from collating financial documents and information to full review and preparation of loan document packages
- Tasked with proper tracking and servicing of these transactions
Skills
- Bachelor's degree in related field
- Prior experience working in banking or finance is highly desirable
- 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
- Experience with Mac OS
Benefits
- Medical
- Dental
- Vision
- Prescription drug coverage
- 401K
- Equity incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays
- PTO
Company Overview