Director, Legal Credit and Diligence Operations

About This Role

Lead the evaluation, underwriting, and approval process for credit facilities issued to law firms, managing the entire underwriting lifecycle for legal receivable-backed loans.

Responsibilities

• Own end-to-end credit execution: intake, modeling, diligence, credit memo, IC presentation, and closing
• Develop and maintain underwriting rubrics for evaluating legal receivables from PI and mass tort law firms
• Analyze case dockets, pipeline strength, settlement timelines, and projected legal fee recoveries
• Coordinate with third-party legal advisors, valuation firms, and underwriters on case quality and portfolio risk
• Draft and present Investment Memos (IMs) for approval by the Fort Morgan Investment Committee
• Ensure all legal structuring (e.g., lien protections, superpriority status, PPFFPA compliance) is complete pre-funding
• Oversee funding documentation and coordinate transition to post-close servicing and reporting
• Respond to IC redlines, negotiate final loan docs, and ensure funding terms align with underwriting

Requirements

• 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting
• JD or equivalent background with litigation finance, legal receivables, or private credit transactions
• Proven experience evaluating case portfolios and drafting institutional-grade investment memos
• Deep understanding of litigation timelines, fee structures, and settlement patterns across PI and mass tort
• Proficient in legal documentation, UCC filings, PPFFPA, lien protections, and asset-backed credit
• Able to manage multiple stakeholders including internal teams, IC members, and external counsel

Qualifications

• JD or equivalent background
• 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting

Nice to Have

• Experience in law firm lending or pre-settlement funding
• Understanding of how case quality and practice structure impact credit risk
• Experience integrating AI or automation tools into legal diligence or underwriting workflows