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Underwriter/Diligence Specialist
4 months ago
Position Responsibilities
- Perform all required due diligence analysis to support funding decisions including the review and analysis of probate, real estate and financial documentation
- Conduct thorough analysis to determine merits and risks of each individual case
- Take a collaborative approach, working with internal partners to efficiently evaluate cases and drive fundings
- Interact with clients and attorneys as needed during the case evaluation process
- Make recommendations on case approvals and denials
- Document details supporting decisions through thorough and accurate records of all case materials
- Assist with portfolio management and other ad hoc projects as needed
- Learn the probate process and work to innovate and improve how we operate
Qualifications
- Bachelor’s degree required
- 3+ years Financial Analysis, Underwriting or Paralegal background required, or comparable work experience
- Strong analytical/reasoning skills, good judgment, and experience working with legal documents required
- Probate-related experience strongly preferred
- Previous underwriting or portfolio management experience a plus
- Ability to integrate into a fast-paced environment
- Must be a team player and able to work collaboratively
Why Should You Apply:
- Excellent growth and advancement opportunities
- Fun and fast paced work environment
- Base play plus lucrative bonus potential
- Excellent benefits
- You want to join a high-energy team with a strong desire to win
Benefits:
- Probate Advance offers competitive compensation, and benefits that include medical, pharmacy, dental, vision and life insurance plans, plus 401(k) with company match and paid time off.
Probate Advance is a rapidly growing company that provides funding options for heirs and beneficiaries that have an inheritance stuck in a lengthy probate process. Our process is fast to provide quick and easy options to our clients. We are accredited by the Better Business Bureau with an A+ rating.
We are proud of the excellent service we provide to our customers and the culture of respect and support we have for each other. We provide a competitive reward structure including base pay commensurate with experience and benefits including medical, pharmacy, dental, vision, life, disability, 401(k) with company match and paid time off. #LI-LD1
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