Probate Funding Underwriter

Libra Solutions; Village of Rye Brook (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with match

Flexible spending accounts

Paid time off

Dental, Vision, Life insurance

Job summary

Libra Solutions in Rye Brook, NY is seeking an Underwriter to analyze probate funding deals, monitor portfolio performance, and decide actions to ensure payment on purchased assignments. This in-person role offers a fast-paced, team-oriented environment and opportunities to grow your career.

You will review case documents, interact with heirs and attorneys, and collaborate with sales to explain approvals or denials.

Qualifications

• Bachelor's Degree required.
• Probate-related experience preferred.
• Senior paralegal background 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.

Responsibilities

• Perform due diligence analysis and review documentation in order to make smart decisions on which cases we should fund.
• Analyze 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 the sales team 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.

Education

Bachelor's Degree

Senior paralegal background

Probate-related experience

Previous underwriting

Job description

Libra Solutions in Rye Brook, NY is seeking an Underwriter to analyze probate funding deals, monitor portfolio performance, and decide actions to ensure payment on purchased assignments. This in-person role offers a fast-paced, team-oriented environment and opportunities to grow your career.

You will review case documents, interact with heirs and attorneys, and collaborate with sales to explain approvals or denials.