Financial Specialist

Financial Documentation Specialist

The Paradigm Gilbert Group, A Higginbotham Partner, has an immediate opening for a Financial Documentation Specialist in their Irvine, CA office.

Paradigm Gilbert is part of 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 Company, Paradigm Gilbert 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 :

Benefits & Compensation :

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