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.
Work Location: Irvine, California; hybrid work schedule is possible for qualified candidates
Education & Experience:
- Bachelor's degree in related field
- Prior experience working in banking or finance is highly desirable
Skills required:
- 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 preferred
Benefits & Compensation:
- 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
- Salary range: $50,000-$75,000.
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What We Do
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
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