ABOUT FUNDAFI®:

FUNDAFI® understands that great people are the key to our success, and we provide opportunities to our team members to support their professional and personal growth. Based in Charlotte, NC, FUNDAFi® has been at the leading edge of the legal finance industry and is one of the first companies providing specialty financing for small law firms. We are driven by the desire to help small business owners and their law practices grow and become more successful. We are passionate about optimizing law firm performance and their client outcomes with our strategic capital and unique market intelligence, backed by our technology and proprietary data. Working at FUNDAFi® is an opportunity to be part of a team creating meaningful impact by assisting in the growth and ongoing success of small businesses across the country.

YOUR ROLE:

The position of Attorney Engagement Advocate is a key part of the Commercial Underwriting team at Alliance Legal Solutions. The Advocate serves as first point of contact for an attorney and acts as their advocate guiding them through application and underwriting process and ensuring the process is efficient and successful for the firm and for Alliance. There are components of business development, relationship management, deal management, and data analysis and assessment in this role. This role involves working directly with attorneys to educate them about law firm financing, guide the attorney through the application process, acquire necessary information, and assess and analyze application data to aid in the underwriting process.

YOUR DAY TO DAY:

• Identify qualified opportunities for funding and engage in outreach to develop relationships and educate attorneys about our law firm financing products

• Assess application data and other reports and prepare memorandum for underwriting review

• Participate in diligence process and at as liaison between underwriting and law firm to acquire additional information

• Provide ongoing loan oversight and relationship management post-funding addressing additional funding requests or restructure scenarios often working with legal, and accounting teams

• Participate in collaborative efforts to advance tools, technology, and ways of working to optimize performance so we can better serve an evolving client base

QUALIFICATIONS:

• 4-year degree

• Experience in commercial lending (bank, mortgage, specialty)

• Experience working for or with law firms

• Experience Proficient in Microsoft Office, especially Excel (Word, Excel, PowerPoint)

• Experience with client relationship management systems or programs (Salesforce experience preferred)

• Strong attention to detail and accuracy in data management, data entry and adherence to system processes

• This role requires the ability to work in a fast-paced environment, to multitask and manage priorities

• The ability to adapt to and even contribute to evolving procedures that are often a part of continual improvement and growth

WHAT WE VALUE IN OUR TEAM:

Keep raising the standard: We are creating, and we embrace evolution. We strive to build better ways to perform as a company and deliver value to our clients
Doing what's right: We are committed to acting with integrity and supporting the best interest of our clients and stakeholders
Accountability like an owner: We hold ourselves accountable to our priorities and responsibilities so that we exceed expectations
Intelligent: The ability to think quickly and proficiently in area of expertise with IQ and EQ. Desire to evolve and learn
Collaborative: We are all in it together and we focus on our collective goals with confidence and humility
Persistence: Tenacity and willingness to do what it takes to meet objectives

WHAT WE OFFER YOU:

An ongoing focus on life-work balance - We are exceptionally capable individuals and we know that our work is optimized when our life in and out of the office flow. We believe in flexible scheduling and focus on impact and time efficiency

Role with impact - In a company with a small but growing team, every member here is a key contributor and has potential to shape the company and evolve professionally

A great place to build your career - We hire for capability and attitude, and we provide guidance and coaching for you to learn and grow with us

We celebrate individuality - Individual perspectives and experiences make us and our business better. We encourage everyone to voice their opinions, while retaining the humility to listen and accept other viewpoints

BENEFITS:

• Comprehensive Medical, Dental and Vision

• Retirement / 401k with matching 

• Life and Disability Coverage 

• Pre-Tax FSA, Dependent Care FSA

• Generous PTO 

• Company Supported Educational Professional Development and Leadership Opportunities 

• On Site Workout Facilities 

• Vibrant South Park Location surrounded by great restaurants, bars, athletics, and shopping 

• Options for part time, job share, flex schedule, and partial remote are available for some roles

If you are interested in applying for this position, please email your cover letter and resume to careers@fundafi.com.