Legal Underwriting Specialist

Shamrock Trading Corporation•Overland Park, KS
•Onsite

About The Position

The Spanish Speaking Legal Underwriting Specialist underwrites new RTS Financial prospects and performs risk analysis and due diligence on existing customers. The role involves legal research, filing and reviewing corporate and financing documents, identifying account irregularities, and supporting processes for document controls and safeguards. The specialist collaborates with leadership, sales, operations, and other teams, keeps relevant parties informed of progress and issues, and contributes to strategies for company growth. With training, the specialist reviews agreements and revises them as needed. Regular onsite attendance is an essential function of this customer-facing role, supporting collaboration, timely customer service, operational work, team meetings, and occasional onsite training. Fully fluent written, reading, and communication abilities in both English and Spanish are required.

Requirements

  • Bachelor’s degree and at least 1 year of experience, or at least 5 years of equivalent experience.
  • Fully fluent written, reading, and communication abilities in both English and Spanish; Spanish proficiency is required.
  • 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, with the ability to prioritize multiple tasks effectively.
  • Flexibility and ability to adapt to changing priorities.

Nice To Haves

  • Background in underwriting and/or analysis preferred.
  • 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 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.
  • Contribute to 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.

Benefits

  • Ongoing training and professional development opportunities.
  • Fully paid healthcare, dental, and vision premiums for employees and eligible dependents.
  • Gym benefits.
  • Generous company 401(k) contributions.
  • Employee stock ownership after one year.
  • Competitive paid time off.
  • Fully paid time off opportunities to volunteer within the community.
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