Attorney

• representing clients in all areas of insurance defense practice
• handling cases that are primarily low in complexity and exposure
• manages all phases of cases from intake to resolution
• litigates low complexity and exposure cases
• performs duties necessary from intake to trial and/or settlement
• preparation of pleadings, motions, discovery, and briefs
• attends hearings, conferences, interviews, mediations, arbitrations, and/or trials
• proactively informs leadership of case handling opportunities and challenges encountered
• consults with the Claims Department on the legal aspects of files
• may handle second chair trials and trials in cases with minimal complexity and/or exposure
• may provide support to senior attorneys in cases of greater complexity and/or exposure and may receive developmental assignments of matters that are of moderate complexity and/or exposure

Insurance Defense Attorney

• Review and comment on various legal documents, including non-disclosure agreements, operation and limited partnership agreements, vendor contracts, and other legal documents used in the finance industry.
• Work with outside legal counsel to ensure that legal documents comply with internal legal policies and controls
• Monitor adherence to regulatory and internal compliance obligations, including portfolio and transactional compliance with applicable law.
• Partner with internal investment professionals to collect, maintain, and safeguard key documentation and records
• Identify risks, evaluate control effectiveness, and recommend enhancements to internal legal controls and compliance matters
• Develop and maintain an understanding of a variety of legal structures related to different investment strategies
• Prepare and deliver clear, accurate, and timely evaluations of legal matters impacting proposed transactions to investment professionals
• Collaborate across business units to support compliance initiatives and operational improvements
• Stay current on regulatory developments and industry best practices through ongoing training and professional engagement

Legal Compliance Specialist

• Facilitate multi-day training programs (virtual and onsite) across global time zones with legal-industry contextual examples.
• Collaborate with the Partner Enablement team to design and continuously improve course materials that incorporate AI features, legal-specific workflows, and best practices.
• Ensure follow-through and program completion with personalized support, coaching, and learning journeys.
• Stay current on NetDocuments AI functionality, emerging legal technology trends, and legal use cases to keep training highly relevant and practical.
• Act as a liaison for customers, coordinating across internal teams to resolve issues, representing customer needs, and ensuring aligned support throughout the implementation process.
• Present confidently to customers and internal stakeholders in meetings, project updates, and briefings.
• Support strategic business outcomes, including Net Revenue Retention (NRR), Gross Revenue Retention (GRR), and training delivery KPIs.

Technical Trainer – AI, Legal Tech

• Assist legal team in documenting and filing of loan bankruptcy materials.
• Responds to calls, concerns, and correspondence for bankruptcy.
• Monitor accounts throughout the bankruptcy process.
• Ensures full compliance with loan bankruptcy regulations, and verifies the bankruptcy is secured.
• Upon notification that a borrower has filed bankruptcy review the documents and schedules associated with that filing.
• File a Proof Of Claim
• Ensure the treatment of our loan and collateral is fair.
• Monitor the bankruptcy process through Discharge to ensure disbursements are being received in a timely manner from the bankruptcy trustee.
• As appropriate file Objections, Motions For Relief.
• May work with outside attorneys to represent the organization and to ensure proper steps are taken with regards to the bankruptcy proceeding.
• Reviews attorney or third-party invoices for accuracy.
• Researches and verifies borrower payment history and resolves payment posting discrepancies.
• Respond to received subpoena’s or summons appropriately.
• Identify process gaps and make recommendations for continuous improvement and implement solutions approved by management.
• Work with repossession agents as necessary to file Replevin.

Bankruptcy and Legal Clerk

• Utilize Westlaw, LexisNexis, Accurint, and similar tools to analyze litigation activity and court dockets.
• Identify active cases, involved attorneys, and expert witness usage.
• Generate actionable leads based on case activity and attorney engagement.
• Assist in monitoring potential violations of contractual agreements by network experts.
• Provide research and investigative support to the company’s collections attorney.
• Serve as a credible legal reference when needed for verification or outreach efforts.

Legal Intelligence & Research Attorney – Part-Time, Contract

• Establish the firm’s relationship with qualified potential clients by conducting interviews via telephone
• Serve as point of contact for potential clients throughout the intake process
• Manage large amounts of inbound and outbound calls in a timely manner
• Clear, concise, and accurate written and verbal communication
• Following communication “scripts” when handling different topics
• Learn about CCK’s practice areas and become conversant with the legal issues facing our clients
• Demonstrate empathy to potential clients and put them at ease during their difficult time
• Provide detailed written summaries about potential clients’ needs to attorneys
• Request and review all necessary documents from potential clients

Bilingual Legal Intake Specialist, English & Spanish

• Join a hybrid work schedule position in the Corporate Law Department.
• Provide advice on legal issues and collaborate with internal stakeholders.
• Draft, revise, review and negotiate commercial contracts.
• Complete other ad hoc projects as assigned.

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