[Remote] Senior Paralegal -Legal Order Process and Customer Dispute Support

Note: The job is a remote job and is open to candidates in USA. BILL is a rapidly growing Fintech company that empowers businesses by replacing outdated financial processes with innovative tools. The Senior Paralegal will manage legal order processes, provide support for customer disputes, and collaborate with various teams to ensure efficient legal responses.

Responsibilities

• Overall responsibility for LOP management and tracking, including intake, assessment, coordination with support teams to take action on the order, investigation where needed to assess and respond to order,and preparing responses to third parties
• Reviewing all LOP to issue-spot for issues requiring escalation to in-house legal contact
• Summarize, follow up and help to resolve escalated LOP issues
• Accountable and responsible for meeting LOP deadlines, identifying need for additional time, negotiating and documenting extensions of time
• Accountable and responsible for accurate LOP tracking and reporting including working with applications that support LOP management, responses and tracking
• Demonstrate subject matter expertise in the technologies, case management software and other tools used to manage LOP
• Own updates and training on LOP Playbooks, templates, guidelines and conduct training as needed on these resources as needed to guide support teams
• Identify and prepare objections to subpoenas and other LOP as needed. Work with in-house and opposing legal counsel to assess and resolve objections
• Implement document productions, including ability to use appropriate software to ensure productions are secure and appropriately limited. Awareness of potential objections to document productions based on confidentiality, privilege and other legal protections. Identify and escalate potential issues related to privilege to in-house lawyers
• Conduct legal research to support LOP responses
• Assess current LOP processes and where needed create new practical processes and protocols (including refinements to existing playbooks and templates) to increase efficiencies. Guide support teams on use of the same
• Collaborate and troubleshoot with support teams on LOP responses
• Maintenance and update of case management matter files
• Weekly meeting with managing attorney to discuss weekly goals and escalated matters
• Weekly meeting with legal dispute team to discuss weekly goals, assignments and specific matter strategy and resolution
• Open and update case matters for customer disputes and litigation
• Assist with internal investigations by working with support teams to gather relevant records, and identify and organize factual timelines in clear and succinct summaries to address legal complaints
• Assist with settlement agreements, including preparing the agreement, coordinating the signing of the agreement, working with accounts payable to ensure payment deadlines are met
• Assist with all aspects of litigation, such as collecting records necessary for case evaluation
• Update and run reports from dispute management support software
• Arrange for service of process and case filings with courts and arbitrators, where needed
• Ensure regulatory dispute responses meet deadlines

Skills

• Overall responsibility for LOP management and tracking, including intake, assessment, coordination with support teams to take action on the order, investigation where needed to assess and respond to order, and preparing responses to third parties
• Reviewing all LOP to issue-spot for issues requiring escalation to in-house legal contact
• Summarize, follow up and help to resolve escalated LOP issues
• Accountable and responsible for meeting LOP deadlines, identifying need for additional time, negotiating and documenting extensions of time
• Accountable and responsible for accurate LOP tracking and reporting including working with applications that support LOP management, responses and tracking
• Demonstrate subject matter expertise in the technologies, case management software and other tools used to manage LOP
• Own updates and training on LOP Playbooks, templates, guidelines and conduct training as needed on these resources as needed to guide support teams
• Identify and prepare objections to subpoenas and other LOP as needed. Work with in-house and opposing legal counsel to assess and resolve objections
• Implement document productions, including ability to use appropriate software to ensure productions are secure and appropriately limited. Awareness of potential objections to document productions based on confidentiality, privilege and other legal protections. Identify and escalate potential issues related to privilege to in-house lawyers
• Conduct legal research to support LOP responses
• Assess current LOP processes and where needed create new practical processes and protocols (including refinements to existing playbooks and templates) to increase efficiencies. Guide support teams on use of the same
• Collaborate and troubleshoot with support teams on LOP responses
• Maintenance and update of case management matter files
• Weekly meeting with managing attorney to discuss weekly goals and escalated matters
• Weekly meeting with legal dispute team to discuss weekly goals, assignments and specific matter strategy and resolution
• Open and update case matters for customer disputes and litigation
• Assist with internal investigations by working with support teams to gather relevant records, and identify and organize factual timelines in clear and succinct summaries to address legal complaints
• Assist with settlement agreements, including preparing the agreement, coordinating the signing of the agreement, working with accounts payable to ensure payment deadlines are met
• Assist with all aspects of litigation, such as collecting records necessary for case evaluation
• Update and run reports from dispute management support software
• Arrange for service of process and case filings with courts and arbitrators, where needed
• Ensure regulatory dispute responses meet deadlines
• Ability to work independently and ownership mindset demonstrated by accountability for meeting legal order deadlines with appropriate response
• Good judgement demonstrated by understanding the risks associated with legal orders and applying that knowledge to resolve obstacles and by knowing when to escalate an issue that requires further input
• Strong problem solving and critical thinking skills demonstrated by the ability to develop solutions to problems and implement those solutions
• Excellent communication skills and a team-oriented approach with the ability to build strong relationships with the support teams that assist us
• Techsavvy - able to master applications that support legal order processing flow, such as Checkbox and AI tools
• Intellectual curiosity and alignment with our core values: Humble, Fun, Authentic, Passionate, and Accountable
• Strong attention to detail and organizational skills
• Drive for results - impact/outcome focused

Benefits

• Medical, dental, vision, life and disability insurance
• 401(k) retirement plan
• Flexible spending & health savings account
• Paid holidays
• Paid time off
• 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
• HSA & FSA accounts
• Life Insurance, Long & Short-term disability coverage
• Employee Assistance Program (EAP)
• 11+ Observed holidays and wellness days and flexible time off
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs

Company Overview