Director of Legal Credit and Diligence Operations

SimpleCiti Companies • Garden City, NY

216d

About The Position

Fort Morgan Capital is hiring a Director of Legal Credit and Diligence Operations to lead the evaluation, underwriting, and approval process for credit facilities issued to law firms. This is a high-responsibility role for a credit leader with experience in legal asset analysis, diligence management, and structuring complex legal receivable-backed loans. You’ll be responsible for owning the entire underwriting lifecycle, coordinating external advisors, and producing decision-ready investment materials for committee approval. The ideal candidate combines legal fluency with credit structuring experience and operational execution.

Requirements

• 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting
• JD or equivalent background with litigation finance, legal receivables, or private credit transactions
• Proven experience evaluating case portfolios and drafting institutional-grade investment memos
• Deep understanding of litigation timelines, fee structures, and settlement patterns across PI and mass tort
• Proficient in legal documentation, UCC filings, PPFFPA, lien protections, and asset-backed credit
• Able to manage multiple stakeholders including internal teams, IC members, and external counsel

Nice To Haves

• Experience in law firm lending or pre-settlement funding
• Understanding of how case quality and practice structure impact credit risk
• Bonus: Experience integrating AI or automation tools into legal diligence or underwriting workflows

Responsibilities

• Own end-to-end credit execution: intake, modeling, diligence, credit memo, IC presentation, and closing
• Develop and maintain underwriting rubrics for evaluating legal receivables from PI and mass tort law firms
• Analyze case dockets, pipeline strength, settlement timelines, and projected legal fee recoveries
• Coordinate with third-party legal advisors, valuation firms, and underwriters on case quality and portfolio risk
• Draft and present Investment Memos (IMs) for approval by the Fort Morgan Investment Committee
• Ensure all legal structuring (e.g., lien protections, superpriority status, PPFFPA compliance) is complete pre-funding
• Oversee funding documentation and coordinate transition to post-close servicing and reporting
• Respond to IC redlines, negotiate final loan docs, and ensure funding terms align with underwriting

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees