Underwriting Specialist

Libra Solutions helps simplify and ease the burden of legal processes for plaintiffs, heirs, and the attorneys and doctors who serve them. By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it most. Our companies are leaders in their industries! MoveDocs streamlines the coordination of medical, financial, and professional services for personal injury cases—improving efficiency for attorneys, care providers, and their clients. Oasis Financial is the largest and most recognized plaintiff funding brand in the nation, having helped 400,000+ plaintiffs access more than $2 billion in funding while their personal injury cases progress. And through Probate Advance, we enable heirs to access their inheritance without waiting through the lengthy probate process.

Together, under the Libra Solutions banner, we support a nationwide network of more than 45,000 attorneys and 10,000 healthcare providers – creating a powerful platform to deliver faster, more seamless outcomes for our customers.

Position Summary

The Underwriting Specialist plays a critical role in evaluating new referrals and securing funding approvals in a timely and efficient manner. This position serves as the primary liaison between attorneys, case managers, providers, and internal stakeholders to ensure accurate case review, timely follow-up, and seamless progression through the underwriting process.

This is an on-site position based out of our Las Vegas office.

 Responsibilities:                  

• Review and process new referrals promptly, ensuring all cases are contacted within 24 hours of assignment.
• Obtain attorney approval for funding requests in accordance with established underwriting guidelines and timelines.
• Manage cases through the approval process with a goal of securing funding authorization within 3–5 business days.
• Proactively follow up with attorneys and case managers every other day to obtain status updates and drive timely resolutions.
• Utilize phone, email, and other communication channels to maintain consistent engagement with attorney offices and key points of contact.
• Apply the Underwriting Matrix and existing case information within CIMI to evaluate funding requests and determine appropriate approval levels.
• Escalate non-responsive or delayed cases to management for additional support and intervention.
• Submit cases requiring higher-level review to management when funding requests exceed established approval thresholds.
• Prepare and review approval-to-fund packets, ensuring all documentation is complete, accurate, and compliant, including demographics, medical orders, liens, and supporting records.
• Coordinate with providers, Global Lien, and other stakeholders to ensure documentation is delivered to the appropriate contacts.
• Maintain accurate and up-to-date case information within CIMI, including attorney details, case manager information, dates of loss, and other critical data points.
• Initiate and manage Policy Limit Searches when applicable to support underwriting decisions.
• Ensure adherence to company policies, underwriting procedures, and service-level expectations.

Requirements

• High School or GED required

• Strong attention to detail and ability to manage multiple cases simultaneously.
• Excellent verbal and written communication skills.
• Ability to build and maintain professional relationships with attorneys, case managers, and medical providers.
• Proficiency in CRM and case management systems; experience with CIMI is a plus.
• Strong organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Experience in underwriting, legal services, medical funding, healthcare administration, insurance, or a related field preferred.
• Must live in the Las Vegas area and can reliably commute to the office Mon - Fri

Benefits

We believe taking great care of our customers starts with taking great care of our people. That’s why we offer competitive compensation and a comprehensive benefits package, including a choice of multiple medical plans, dental, vision, and life insurance, a 401(k) with generous company match, flexible spending accounts for medical and dependent expenses, and time off to recharge.