9 дней назад
Underwriter & Probate Specialist (LegalTech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Underwriter & Probate Specialist (LegalTech): Analyzing funded probate cases, legal documents, and purchased assignments with an accent on due diligence, case evaluation, and portfolio monitoring. Focus on assessing approval and denial decisions, coordinating with heirs, attorneys, and sales, and improving probate due diligence processes.
Location: On-site in Rye Brook, New York, United States
Company
uses financial strength and technology-driven innovation to simplify legal processes for plaintiffs, heirs, attorneys, and healthcare providers.
What you will do
- Analyze funded probate cases and review documentation to assess case merits and required actions.
- Perform due diligence and make recommendations on funding approvals and denials.
- Collaborate with team members to evaluate and close fundings.
- Communicate with heirs, attorneys, and the sales team regarding case evaluations and decisions.
- Maintain accurate records of case materials, details, and decisions.
- Support portfolio management, ad hoc projects, and improvements to due diligence processes.
Requirements
- Bachelor’s degree.
- Strong analytical and reasoning skills, sound judgment, and the ability to comprehend legal documents.
- Ability to work collaboratively in a fast-paced environment.
- Tech savvy and able to maintain thorough, accurate records.
- Motivation to contribute to a high-energy, results-oriented team.
Nice to have
- Probate-related experience.
- Senior paralegal background.
- Previous underwriting or portfolio management experience.
Culture & Benefits
- Team-oriented and collaborative work environment.
- Multiple medical plan options, dental, vision, and life insurance.
- 401(k) with a company match.
- Flexible spending accounts for medical and dependent expenses.
- Paid time off to recharge.
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