Underwriter/Diligence Specialist
Underwriter/Diligence Specialist
Probate Advance LLC
Rye Brook, NY
See who Probate Advance LLC has hired for this role
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
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.
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
- 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
- Excellent growth and advancement opportunities
- Fun and fast paced work environment
- Base play plus lucrative bonus potential
- Excellent 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.
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
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