Paralegal II

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Paralegal II

The Paralegal II supports the Vice President, Deputy General Counsel with complex legal, litigation, collections, bankruptcy, judgment-enforcement, settlement, compliance, and corporate-administration matters, and high-level administrative tasks. This role independently manages advanced legal-support workflows, coordinates with attorneys, internal stakeholders, and retained counsel, and serves as a primary day-to-day trainer and workflow resource for Paralegal I employees and new hires. This is an excellent opportunity to gain exposure within the financial services industry while working alongside senior management. An ideal candidate is considering or attending law school, is an independent thinker who is self-motivated and willing to learn.

What you will do:

• Draft, review, and coordinate advanced legal documents, including motions, complaints, affidavits, discovery materials, and other case-related documents, for attorney review and filing
• Work with Collections to draft, review, and distribute settlement and forbearance agreements; validate drafted agreements for accuracy and completeness, perform quality control, and facilitate execution
• Review TLO reports and confirm accuracy within Platform or its successor system
• Independently manage assigned complex and escalated litigation and collection matters, including new information, litigation tracking, ad hoc activities, and settlements; escalate legal-strategy decisions to attorneys
• Prepare and coordinate subpoenas for attorney review, and correctly file and distribute them to outside counsel and other stakeholders
• Intake, brief, cross-check, and analyze case information, litigation history, financial information, discovery materials, and related documentation to support Kapitus’ litigation position and recovery efforts
• Validate complaint and judgment amounts obtained for accuracy, perform quality control, and escalate discrepancies for amendments when warranted
• Organize arguments and prepare documentation to keep legal, collections, and litigation teams and local counsel informed about current and pending cases
• Maintain accurate and timely Platform or successor-system records, including notes, documents, checklists, queues, and case updates
• Collaborate with Collections on bankruptcies, receiverships, estates, litigation, mediation, and judgments
• Attend hearings, compile and manage documentation, review motions, and support in-depth responses to discovery
• Collaborate with retained counsel on active legal matters and coordinate litigation outside New York, including counsel communications, case tracking, deadline monitoring, document coordination, and updates to internal stakeholders
• Review procedural escalations from Legal Collections and Collections and provide guidance on established litigation, settlement, judgment-enforcement, and documentation workflows
• Coordinate judgment-enforcement and settlement processes, identify follow-up actions, maintain complete case records, and assist with procedure improvements
• Serve as a primary hands-on trainer for Paralegal I employees and new hires; lead training exercises and process overviews covering litigation tracking, filings, settlement documentation, subpoena workflows, system documentation, checklists, and escalation protocols
• Review assigned junior-team work product for accuracy, completeness, timeliness, and adherence to procedures; provide coaching, feedback, and additional training as needed
• Create and maintain job aids, checklists, process guides, and training materials in coordination with the Paralegal III / Manager and attorneys
• Identify and raise process gaps, recurring training or workflow issues, and opportunities for enhancement; recommend improvements to the Paralegal III / Manager

Additional Required Skills:

• Proficiency in Microsoft Office, PACER, and e-filing systems such as NYSCEF and similar systems
• Ability to problem-solve and exercise independent judgment
• Demonstrated ability to organize and prioritize projects and complete multiple tasks on schedule
• Able to work productively under minimal supervision in a deadline-driven environment
• Proactive team player able to work efficiently during periods of ambiguity
• Ability to work effectively with colleagues at all levels across the organization
• Highly organized, precise, proactive, and capable of shifting attention quickly and accurately from one matter to another
• Personable and capable of developing and maintaining effective working relationships
• Strong sense of accountability and attention to detail

Kapitus Total Rewards Package Includes: 

• Competitive Salary Range of $48,400 - $77,700 annually. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience
• Annual Incentive Compensation Eligibility - Up to 10% annually

• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life.
• Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses. 
• Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being. 
• 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
• Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
• Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
• Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work.
• LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: 
  • Pet and car insurance discounts.
  • Financial services such as LegalShield.
  • Relaxation and stress management tools.
• Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
• Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy. 
• Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
• Paid Time Off and Sick Time.
• Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.

About Kapitus:

Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth.

Company Mission:  At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity.

Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.