Legal Underwriting Specialist

Shamrock; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Shamrock in Overland Park, KS seeks a Legal Underwriting Specialist to underwrite new RTS Financial prospects and conduct risk analysis and due diligence on existing customers. You will file UCC-1 Financing Statements and amendments and review corporate documents such as bylaws, articles, and operating agreements.

Develop and implement processes to support document controls and safeguards, while maintaining confidentiality and ethics.

Qualifications

• Bachelor’s degree and 1+ years of experience or 5+ years of equivalent experience.
• Background in underwriting and/or analysis preferred
• Experience with corporate filings and UCC financing statements
• Ability to remain ethical and objective while exercising independent judgment
• Ability to work and learn independently and meet deadlines
• Detail-oriented and capable of effectively prioritizing multiple tasks
• Must be flexible and able to adapt to constantly changing priorities
• Paralegal certification is a plus

Responsibilities

• Underwrite new RTS Financial prospects and complete risk analysis and due diligence on existing customers.
• Perform legal research on UCC filings, judgments, liens and tax obligations.
• File UCC-1 Financing Statements and amendments.
• Maintain quality standards and confidentiality on all projects and client and company matters.
• Analyze corporate documents such as bylaws, articles, and operating agreements.
• Complete risk analysis and full due diligence review on new prospects or current clients.
• Develop and implement processes to support document controls and safeguards.
• Develop working knowledge of various businesses operating in other countries, if applicable.
• Detect and resolve any issues involving account irregularities for current clients.
• Become a partner in developing strategies to achieve company growth.
• Work to keep all parties (leadership/sales/operations) apprised of progress and/or issues.
• With training, review agreements and revise as needed.
• Work well within a team atmosphere.

Skills

Underwriting

Risk analysis

Legal research

Due diligence

Document controls

Attention to detail

Teamwork

Independent learning

Education

Bachelor’s degree + 1+ years experience or 5+ years equivalent experience

Paralegal certification (plus)

Tools

UCC filings experience

UCC-1 financing statements

Job description

Responsibilities

• The role of the Legal Underwriting Specialist is to underwrite new RTS Financial prospects and complete risk analysis and due diligence on existing customers.
• Perform legal research on UCC filings, judgments, liens and tax obligations.
• File UCC-1 Financing Statements and amendments.
• Maintain quality standards and confidentiality on all projects and client and company matters.
• Analyze corporate documents such as bylaws, articles, and operating agreements.
• Complete risk analysis and full due diligence review on new prospects or current clients.
• Develop and implement processes to support document controls and safeguards.
• Develop working knowledge of various businesses operating in other countries, if applicable.
• Detect and resolve any issues involving account irregularities for current clients.
• Become a partner in developing strategies to achieve company growth.
• Work to keep all parties (leadership/sales/operations) apprised of progress and/or issues.
• With training, review agreements and revise as needed.
• Work well within a team atmosphere.

Qualifications

• Bachelor’s degree and 1+ years of experience or 5+ years of equivalent experience
• Background in underwriting and/or analysis preferred
• Experience with corporate filings and UCC financing statements
• Ability to remain ethical and objective while exercising independent judgment
• Ability to work and learn independently and meet deadlines
• Detail-oriented and capable of effectively prioritizing multiple tasks
• Must be flexible and able to adapt to constantly changing priorities
• Paralegal certification is a plus