Grow yourself and grow the company! Probate Advance is seeking an Underwriter/Diligence Specialist to support our exceptional team and growing business. This is an excellent opportunity for an analytical problem solver, looking to advance his or her career while working in a rewarding and team-oriented environment. You will be responsible for analyzing inheritance funding requests in order to determine whether a case merits approval to fund. This position will be worked out of our Rye Brook, NY offices.
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.
About Us
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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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