Higginbotham Financial, A Higginbotham Partner, has an immediate opening for a
Financial Specialist in their
Irvine, CA office.
Reporting to a Senior Financing Specialist 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 servicing a 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: $75,000.-$95,000.0
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
