Financial Specialist
Higginbotham Financial is one of the nation’s largest independent insurance & financial services firms, and they are seeking a Financial Documentation Specialist in their Irvine, CA office. The role focuses on liaising between clients and various stakeholders to implement financing transactions related to life insurance policies. Responsibilities Acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business Involves all aspects of implementing a financing transaction, from collating financial documents and information to full review and preparation of loan document packages Tasked with proper tracking and servicing of these transactions Skills Bachelor's degree in related field Prior experience working in banking or finance is highly desirable 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 Benefits Medical Dental Vision Prescription drug coverage 401K Equity incentive plan Multiple supplemental benefits for physical, emotional, and financial wellbeing Employee Wellness Program Company paid holidays PTO Company Overview Higginbotham is a provider of insurance brokerage services to businesses and individuals. It was founded in 1948, and is headquartered in Fort Worth, Texas, USA, with a workforce of 1001-5000 employees. Its website is