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Implementation & Support Specialist

Team: Patient Lending
Department: Operations
Location: Davie, Florida
Commitment: Full-time
Summary
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture, centered around transforming talented employees into effective business leaders?
 
Then Bankers Healthcare Group is the place for you. We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and fintech, and are looking for passionate, impact players to help take our company to the next level.
 
At BHG, you’ll become immersed in the finance industry—with a variety of loan solutions, credit cards, patient financing, bank programs, and collections services, which have helped BHG become one of the leading providers of finance solutions.
 
With over 19 years in business, we have the stability of an established company with the speed and agility of a startup, where ingenuity and risk-taking are encouraged, and every employee has the opportunity to learn, grow and thrive. 

Who You Are
Our office in Davie, FL is looking for a self‐driven, autonomous and ambitious Implementation & Support Specialist with the ability and willingness to learn Bankers Healthcare Group’s financial product/services. Implementation & Support Specialists will experience working in a high‐energy environment while continuing to gain extensive knowledge of the financial industry

What You'll Do
  • Assist Account Executives with collection of documentation needed with the loan application to include follow up to request additional pertinent information needed for processing the application.
  • Underwrite the Centers who apply to use our platform and prepare documentation to send to the Funding Bank for approval; Underwriting will include reviewing financials, applying underwriting formulas and running background searches for verification purposes.
  • Onboard and Train new Centers on how to use our Loan Platform; training will mostly be virtual but could be onsite in the future based on the size of the Account.
  • Establish and maintain current client and potential client relationships.
  • Maintain and manage sales pipelines from Application status through Closing the Account.
  • Communicate with Customers at all levels in the Healthcare Industry as well as with our Bank / Funding Partners in setting up and maintaining the Accounts.
  • Document all Activity and Communication regarding the Accounts using our CRM.
  • Communicate and explain our financial / accounting processes to our Customers; assist with monthly statement reviews and quarterly portfolio reviews.
What You'll Need
  • Bachelor’s Degree or equivalent work experience.
  • 1 to 2 years of account management experience (financial services or healthcare industry background preferred).
  • Light bookkeeping or accounting experience preferred.
  • Knowledge of Microsoft Office Suite (Word, Excel, Outlook), Salesforce a plus.
  • Excellent relationship-building skills needed to build rapport with clients quickly and professionally.
  • Analytical/problem-solving skills are essential.
  • Strong ability to take initiative and confidently direct customer interactions.
  • Detail and task oriented with high prioritization and organizational skills.
  • Able to meet performance deadlines and expectations, proven ability to set and hit goals.  
Life at BHG
At BHG, we work hard and aren't afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top-down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG include:

  • 100% coverage of monthly health insurance premiums
  • Competitive PTO and vacation policies
  • Company 401(k) plan with employer contributions after one year
  • On-site gym access and memberships, with personal trainers, and certified nutritionists on staff
  • Company-sponsored training and certification opportunities
  • Monthly 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
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
Apply Now
Bankers Healthcare Group is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Bankers Healthcare Group is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.