Legal Underwriting Specialist

Shamrock•Overland Park, KS

11d

About The Position

The Legal Underwriting Specialist underwrites new RTS Financial prospects and performs risk analysis and due diligence on existing customers. The role includes legal research and UCC filing work, analysis of corporate documents, and supporting document controls and safeguards. The specialist identifies and resolves account irregularities, helps develop strategies for company growth, and keeps leadership, sales, and operations informed of progress and issues. With training, the specialist reviews and revises agreements as needed and works collaboratively within a team.

Requirements

Bachelor’s degree and at least 1 year of experience, or at least 5 years of equivalent experience.
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 able to effectively prioritize multiple tasks.
Flexible and able to adapt to constantly changing priorities.

Nice To Haves

Background in underwriting and/or analysis.
Paralegal certification.

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 projects and client and company matters.
Analyze corporate documents, including bylaws, articles, and operating agreements.
Complete risk analysis and full due diligence reviews on new prospects or current clients.
Develop and implement processes to support document controls and safeguards.
Develop working knowledge of businesses operating in other countries, if applicable.
Detect and resolve issues involving account irregularities for current clients.
Partner in developing strategies to achieve company growth.
Keep leadership, sales, and operations apprised of progress and issues.
With training, review and revise agreements as needed.
Work effectively within a team atmosphere.