Legal Underwriter

Charlotte, NC
Full-Time & Part-Time


Fundafi is a B2B finance and technology company in Charlotte, North Carolina that is reinventing small business lending for small law firms. We started with a simple goal – helping small business owners and their law practices grow and become more successful. We are passionate about optimizing law firm performance and client outcomes with our strategic capital and unique market intelligence backed by our technology and proprietary data.

Your Mission:

Analyze applicant accounts to understand the law practice and how the firm earns fees. Combine your analysis with initial underwriting summary and analytics to model right-size and best terms for financing to help client achieve business goals with specific focus on reducing risk to the company and best outcomes for the client.

Your Day to Day:

• Underwrite small law firm loans and lines
• Gather information, review and verify application documents and packages
• Research and examine credit risk as it relates to law firm operations and the firm’s portfolio of fee sources
• Maintain complete knowledge of underwriting guidelines
• Analyze applicant’s portfolio information with specific focus on the firm’s fee structure, practice areas and case or matter information, verify all required documents
• Communicate with applicant verify valuations and timelines as it relates to portfolio matters and anticipated legal fees
• Work with financial underwriter as needed to refine overall underwriting decision
• Following underwriting guidelines, identify irregularities or potential issues based on initial financial analysis and portfolio value
• Write and/or present underwriting summaries to credit committee
• Combining client goals and our data prepare and present proposed funding structure to potential client
• Structure commercial loan transactions and prepare term sheets
• Complete and deliver work product with high degree of customer service


• Excellent verbal and written communication skills
• Strong analytical skills and an ability to efficiently synthesize data from multiple sources
• Detail oriented with strength in prioritizing multiple competing tasks
• A background in law, either working in litigation as an attorney or paralegal or experience as an insurance underwriter
• Ability to adhere to standardized guidelines
• Strong computer skills and experience with Salesforce/ or CRM platforms
• Ability to interact fluidly between sales, customer service, finance and compliance teams

About Fundafi:

Fundafi is more than a lender for small law firms; with our market intelligence and technology, we help small law practices grow and become more successful. In doing so, we also help them provide a better outcome for the clients that they represent. At Fundafi, we take pride in helping our customers and we are excited to build our national footprint. We’re all about teamwork, passion and making an impact. We provide a dynamic and fast paced environment with plenty of room to grow and we are looking for the best for employees that are inspired by our vision and embody our values.

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


• Comprehensive Medical, Dental and Vision
• Retirement/ 401k with matching Life and Disability Coverage
• Pre-Tax FSA, Dependent Care FSA
• Commuter Benefits

Other Perks:

• Generous PTO
• Flexible Work Schedules
• Company Paid Educational Opportunities
• Team Outings
• On Site Workout Facilities
• Professional Development and Leadership Opportunities
• Vibrant SouthPark Location surrounded by great restaurants, bars, athletics, and shopping

If you are interested in applying for this position, please email your cover letter and resume to