Underwriter/Diligence Specialist

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 due diligence analysis, and review documentation in order to make smart decisions on which cases we should fund
• Analyze all probate case documents to determine merits of each case
• Take a collaborative approach, working with team members to evaluate and close fundings
• Interact with heirs and attorneys as needed to evaluate cases
• Ask questions and discuss case issues with other members of the team, as needed
• Make recommendations on issue approvals and denials
• Interact with salesforce to ensure clients understand rationale for approval/denial
• Document details and decisions and keep 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 due diligence processes
  
  

Qualifications

• Bachelor’s degree required
• Senior paralegal background or at least 3 years of related experience required
• Probate-related experience preferred
• Previous underwriting or portfolio management experience a plus
• Strong analytical/reasoning skills, good judgment, and ability to comprehend legal documents a must
• Ability to integrate into a fast-paced environment
• Desire to join a high-energy team with a strong desire to win is crucial
• Must be a team player and able to work collaboratively
• Tech savvy
  
  

Why Should You Apply

• Excellent growth and advancement opportunities
• Fun and fast paced work environment
• Base play plus lucrative bonus potential
• Excellent benefits
  
  

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.