Role Overview

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

1. Document Management & File System Standardization

• 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

5. Ongoing Portfolio & Operational Support

• 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

• Initial engagement: ~40 hours/week (project-based)
• 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