Senior Paralegal

JPalmer Collective is seeking a Senior Paralegal with deep experience in commercial lending or asset-based lending to lead a critical internal initiative: organizing, standardizing, and maintaining the integrity of all legal and credit documentation across the firm’s portfolio. This role will begin as a full-time project (approx. 40 hours/week) focused on file cleanup, system alignment, and process implementation. Over time, it is expected to transition into a long-term, part-time or expanded role supporting ongoing portfolio operations, compliance, and legal process management. This individual will operate as a high-trust, internal-facing operator, working across teams to ensure that documentation, compliance tracking, and post-closing processes are consistent, complete, and scalable. Compensation: $120k-$160k per year, based on experience and qualifications. JPalmer Collective also offers a comprehensive benefits package for eligible employees. Key Mandate The primary mandate is to build and enforce institutional-quality documentation and compliance infrastructure across a fast-growing lending platform. This includes: Creating order across fragmented systems Ensuring all loan files are complete, accurate, and audit-ready Enforcing consistent naming, filing, and tracking protocols Supporting internal teams with clear, accessible legal documentation Core Responsibilities Lead the cleanup and reorganization of all existing loan files across platforms (SharePoint) Implement and enforce standardized naming conventions and folder structures Ensure all documentation is centralized, accessible, and consistently maintained Establish best practices for ongoing document management across the organization 2. Loan Documentation Review & Summarization Review credit agreements, security agreements, borrowing base certificates, and related legal documents Develop concise, practical summaries of key terms, covenants, and obligations for internal use Ensure all executed documents are properly stored, indexed, and retrievable 3. Post-Closing Deliverables & Compliance Tracking Build and manage a system to track post-closing deliverables across all deals Ensure timely collection and proper documentation of all required items Monitor compliance requirements under loan agreements and flag deficiencies internally Support audit readiness by ensuring completeness of documentation 4. Cross-System Coordination & Data Integrity Work across multiple systems (SharePoint, Dropbox, Google Drive, Salesforce, Cync) to ensure consistency and accuracy Identify redundancies, gaps, or inefficiencies in current workflows Recommend and implement improvements to streamline processes Serve as the internal point of accountability for document integrity and organization Support additional legal, compliance, and operational initiatives as the firm scales Assist with building repeatable processes that enable team growth and delegation Candidate Profile Required Experience 5–10+ years of experience as a paralegal within commercial lending, asset-based lending, private credit, or specialty finance Deep familiarity with: Credit agreements Loan documentation and collateral structures Post-closing processes and deliverables Compliance tracking within lending environments Core Competencies Exceptional attention to detail and organizational rigor Ability to manage and structure large volumes of documentation across systems Strong understanding of how lending documentation supports risk management Process-oriented mindset with the ability to build and enforce systems High level of ownership, accountability, and discretion Working Style & Fit Operates independently with minimal oversight Comfortable in a fast-paced, high-growth environment with evolving processes Takes initiative to identify gaps and implement solutions Strong alignment with a mission-driven organization Thrives in a non-client-facing, execution-focused role with high internal impact Structure & Logistics Ongoing: ~10 hours/week, with potential to expand into a broader role Hybrid: Preference for candidate who can be in-office 2 days per week (NYC) Reports to COO Open to contract-to-hire structure Success Metrics (First 6–12 Months) All existing loan files fully organized, standardized, and audit-ready Clear, enforced naming and filing conventions across all deals Reliable system for tracking post-closing deliverables and compliance Improved accessibility and usability of legal documentation for the internal team Scalable processes established to support continued portfolio growth #J-18808-Ljbffr