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 BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly
on serving those in the medical industry. With healthcare in our heritage, we soon expanded
to serve high-earning professionals in many
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Want more jobs like this?
Get Business Operations jobs that are Remote delivered to your inbox every week.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You Are
You are a self‐driven, autonomous, and ambitious individual with the ability and willingness to learn BHG’s financial products/services. You will experience working in a high‐energy environment while contributing to a successfully growing company.
What You'll Do
- Listen to and monitor calls for customer satisfaction, compliance, and conformity with BHG processes.
- Performs live call monitoring and provides performance data to management teams.
- Ensure calls comply with internal quality standards and overall consistency in the delivery of best practices.
- Support the overall Quality Assurance workflow by conducting customer call evaluations and providing feedback to Leadership Teams.
- Collect, coordinate, evaluate, and provide call data for coaching, feedback, and reporting.
- Strong attention to detail and ability to document information thoroughly.
- Follow compliance policy and procedure.
What You'll Need
- Bachelor’s degree in Business, Communications, or a related field (preferred but not always required).
- 1–3 years of experience in Quality Assurance, Call Monitoring, or Customer Service in a similar industry.
- Experience with call center operations, compliance, and performance evaluation.
- Strong analytical skills – Ability to assess call quality, identify trends, and provide actionable feedback.
- Attention to detail – Accurately document call evaluations, compliance issues, and performance data.
- Excellent communication skills – Provide clear, constructive feedback to leadership and team members.
- Familiarity with compliance policies – Understanding of industry regulations and internal policies for call handling.
- Proficiency in reporting tools – Experience with CRM systems, QA software, and Microsoft Office (Excel, Word, PowerPoint).
- Ability to work independently and collaboratively – Manage quality assurance processes while coordinating with multiple teams.
- Time management and organizational skills – Handle multiple evaluations and reporting tasks efficiently.
Life at BHG Financial
At BHG Financial, 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 Financial
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 Financial include:
•Medical/Rx/Dental/Vision coverage for employees and their eligible family members
•Competitive PTO and vacation policies
•1 Friday off each month for Wellness Weekends
•Company 401(k) plan with employer contributions after one year
•Company-sponsored training and certification opportunities
•Quarterly 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!
BHG Financial 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. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.