Join our team to help empower charter schools! Charter School Capital, the leading provider of working and growth capital and facilities financing to charter schools nationwide, is looking for an Underwriter – Legal and Corporate Due Diligence to join our growing team in Portland, OR.

Title: Underwriter – Legal and Corporate Due Diligence

Reports to: Director of Underwriting

FLSA Status: Full-time, Exempt

Position Summary:

The Underwriter – Corporate and Due Diligence’s primary functions are to lead the effort to ensure charter holders and schools have been vetted and are properly qualified to enter into funding with CSC. To make sure schools meet internal requirements and those of our investors, close work and coordination with members of the underwriting, finance, and client services staff and teams in all territories is required. This position will perform due diligence and underwriting duties. The position requires the ability to self-start, work without substantial supervision, and the ability to manage multiple priorities. The position requires the exercise of discretion and independent judgment with respect to matters of significance to the company and its clients.

Primary Duties and Responsibilities:

  • Perform, direct, and manage charter school due diligence during the funding process
  • Oversee the due diligence process, complete underwriting review, and ensure compliance with
  • underwriting standards
  • Work closely with all operational areas of CSC to ensure integrated knowledge of all charter
  • school issues
  • Perform lien searches and files financing statements including making determinations and
  • recommendations
  • Make recommendations to internal teams based on review and determinations on required
  • items and actions
  • Coordinate with internal and external teams and staff to meet funding deadlines
  • Prepare transaction documents (using templates)
  • Coordinate closings
  • Perform legal research on issues, legislation, and matters related to fundings
  • Perform post-closing follow-up as needed
  • Provide oversight for the work of the Legal Assistant working on the file including assigning work
  • and reviewing performance
  • Other duties and special projects as assigned from time to time

General Requirements:

  • Possess strong interpersonal skills with demonstrated experience in due diligence, relationship
  • building and teamwork
  • Demonstrate the ability to balance competing priorities, to work will little supervision and to
  • deliver exceptional internal and external customer service
  • Ability to balance competing priorities, to work will little supervision and to deliver exceptional
  • internal and external customer service
  • Possess excellent organizational and time management skills and have exceptional attention to
  • detail
  • Self-motivated, resourceful and able to work independently and as part of the team

Education and Experience:

  • Paralegal certificate or comparable legal experience
  • Bachelor’s Degree
  • 3+ years of UCC and corporate governance expertise
  • Large law firm experience and paralegal experience strongly preferred
  • Non-profit or charter school exposure is a plus

We have a dynamic company culture and a fun workforce. We offer paid time off benefits, competitive salary commensurate with experience and a generous benefits package that includes health, dental, vision, and 401(k). Charter School Capital is dedicated to the goal of building a culturally diverse team committed to our mission and values and strongly encourages applications from minorities and women. We are an equal opportunity employer and do not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

To apply: please submit a cover letter and resume to careers@charterschoolcapital.org. No phone calls please.

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