Financial Specialist

Financial Specialist Higginbotham Financial, A Higginbotham Partner, has an immediate opening for a Financial Specialist in their Irvine, CA office. Higginbotham is 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, Higginbotham Financial offers all the resources that differentiate the group, paired with the personal service that further distinguishes us. Reporting to a Senior Financing Specialist 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 servicing a 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.