обновлено 20 часов назад
Underwriter (Probate)
85 000 - 95 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Underwriter (Probate) (Legal Finance): Analyzing funded probate cases and documentation to assess case merits, monitor progress, and determine actions needed to protect purchased assignments with an accent on due diligence, legal document review, and approval decisions. Focus on evaluating probate risks, collaborating with heirs, attorneys, and sales teams, and improving underwriting processes.
Location: Rye Brook, New York, United States; in-person, on-site position
Salary: $85,000–$95,000 base annually plus performance-based incentive opportunities
Company
uses financial strength and technology-driven innovation to simplify legal and financial processes for plaintiffs, heirs, attorneys, and healthcare providers through businesses including MoveDocs, Oasis Financial, and Probate Advance.
What you will do
- Analyze funded probate cases and monitor their progress through the probate process.
- Review probate documents and perform due diligence to evaluate case merits and funding decisions.
- Recommend approvals, denials, and actions needed to ensure appropriate repayment on purchased assignments.
- Collaborate with team members to evaluate and close fundings, and communicate with heirs and attorneys as needed.
- Explain approval and denial rationales to the sales team and maintain accurate case records.
- Learn the probate process and improve due diligence procedures.
Requirements
- Bachelor’s degree required.
- Strong analytical and reasoning skills, sound judgment, and the ability to understand legal documents.
- Ability to work collaboratively in a fast-paced environment.
- Tech-savvy and able to maintain thorough, accurate records.
- Probate-related experience and a senior paralegal background are preferred.
- Previous underwriting or portfolio management experience is an advantage.
Culture & Benefits
- Team-oriented, high-energy environment focused on collaboration and performance.
- Medical, dental, vision, and life insurance plan options.
- 401(k) with a generous company match.
- Flexible spending accounts for medical and dependent-care expenses.
- Paid time off and performance-based incentive opportunities.
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