Financial Specialist
Higginbotham Financial is one of the nation’s largest independent insurance and financial services firms. They are seeking a Financial Documentation Specialist to act as a liaison between clients, sales teams, lenders, and insurance carriers, focusing on financed life insurance policies and handling all aspects of financing transactions. Responsibilities Act as the liaison between clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business Implement financing transactions by collating financial documents and information Review and prepare loan document packages Track and service financing 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 preferred 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