Intermediaries Jobs in Usa
78 positions found — Page 7
Role Profile: Associate or Deputy General Counsel – U.S. Retail Brokerage Operations
Location: Hybrid in New York City or Miami; will consider remote for the right candidate
Who Are We?
Howden is a collective—a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance, united by a shared passion and no-limits mindset.
Our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries. Our people are our biggest asset as well as our largest shareholder group, and they are everything that makes us unique: our inclusive culture, the quality service we offer our clients, and our continued growth all stem from our people-first approach.
Why Work at Howden?
We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, while building successful and fulfilling careers at the same time. People join Howden for many different reasons, but they stay for the same one: our culture. Whatever your priorities—work/life balance, career progression, sustainability, volunteering—you'll find like-minded people driving change at Howden.
Role Overview
We are seeking an Associate or Deputy General Counsel to serve as a trusted second-in-command to the General Counsel supporting our U.S. retail insurance brokerage operations. This is an exceptional opportunity to help shape a high-growth business, working closely with senior leadership in a dynamic, entrepreneurial environment. The Associate/Deputy General Counsel will take on significant day-to-day responsibilities and partner with the General Counsel to build a high-impact legal presence within the U.S. operations. This role requires a highly capable legal professional who can operate independently, step in for the General Counsel when required, and collaborate cross-functionally with global teams in M&A, Finance, and Litigation through our matrix structure.
Key Responsibilities
Strategic Legal Partnership. The Associate/Deputy General Counsel will support the General Counsel in serving as a legal advisor to the U.S. retail insurance brokerage business, covering both specialty and retail insurance broking lines. This individual will act as a trusted advisor to the U.S. leadership team, contributing to business strategy, governance, and operational planning. The Associate/Deputy General Counsel will participate in executive-level discussions as appropriate, providing legal insight on commercial, regulatory, risk mitigation and structural matters.
Legal Operations & Governance. The Associate/Deputy General Counsel will assist in developing and implementing legal policies, procedures, and frameworks tailored to high-growth business model. This is a unique opportunity to create the practices, procedures and guardrails that will form the foundation for a newly stood up US insurance brokerage enterprise. This role will support U.S. governance structures and help ensure alignment with global standards. The individual will advise on regulatory, brokerage, licensing, and compliance across multiple states and lines of business.
Regulatory & Compliance Expertise. The Associate/Deputy General Counsel will help ensure compliance with federal, state, and local laws, as well as industry-specific regulations. This includes providing expertise in NAIC guidelines, state Departments of Insurance (DOIs), and relevant federal regulatory bodies. The individual will monitor evolving regulatory landscapes and proactively manage legal risk.
Litigation & Risk Management. The Associate/Deputy General Counsel will assist in managing U.S.-based litigation and disputes, coordinating with external counsel as needed. This individual will identify legal risks and develop mitigation strategies in partnership with business leaders. Deep understanding of operational risk of a US licensed insurance broker are required as this role will partner closely with the Chief Risk Officer, Chief Data Privacy Officer, and IT for the US business to build compliant systems that allow for fast, disciplined growth while remaining compliant with a complex web of legal and regulatory operational mandates.
Team Collaboration & Development. The Associate/Deputy General Counsel will work closely with the General Counsel to help build and mentor the U.S. legal team over time. This role will collaborate with existing legal colleagues in the region and leverage the broader Howden Group legal function.
Qualifications & Experience
The ideal candidate will hold a Juris Doctor (JD) from an accredited U.S. law school and an active license to practice law in at least one U.S. jurisdiction. The candidate should have a minimum of 10 years of post-qualification experience (PQE), with meaningful in-house counsel experience preferred. A strong background in U.S. insurance, commercial, and regulatory law is required with strong preference for those with experience from the broking or intermediary side. The candidate should possess deep knowledge of the insurance retail insurance brokerage landscape, especially regulatory frameworks for specialty and broking. Experience in private equity-backed businesses or similarly dynamic, fast-paced environments is highly valued. Experience working in a multinational or matrixed environment is also desirable.
The candidate should demonstrate strategic and operational leadership, excellent communication and negotiation skills, high integrity and sound judgment, the ability to work independently and collaboratively across time zones, and strong organizational and project management capabilities.
What Do We Offer in Return?
We offer a career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, fundraising for charity, or creating new insurance products that address society's greatest challenges. We know that separate home and work lives don't really exist, so we do our best to support our people in every aspect of their lives.
Compensation and Benefits
The expected base salary range for this role is $275,000 to $325,000, depending on experience and location.
In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including:
- Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
- 401(k) retirement plan
- Flexible Paid Time Off and paid parental leave
- Life and Disability insurance
Reasonable Adjustments
We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours or hybrid working, where available. If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application—if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
Our Sustainability Promise
We're on a lifelong journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared toward our goal of making a positive impact in the world.
Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco's Financial District.
We are seeking an experienced Attorney for our Estates and Trusts practice group.
Preferred applicant should have between 2-5 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.
This position provides a great opportunity for substantial client interaction and responsibility and is an excellent opportunity for an ambitious attorney to join our dynamic, fun team and expand your experience in a fast-paced legal environment.
KEY SKILLS & EXPERIENCE
- Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies.
- Draft complex estate planning documents with a high degree of independence
- Manage large-scale client projects, ensuring effective communication and timely completion
- Collaborate closely with clients and their outside advisors on wealth planning solutions
- Conduct legal research and stay informed on changing tax laws relevant to estate planning
- Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
- Has a minimum of 3 years handling estate planning and trust administration for taxable estates
- Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, and is ready to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
- Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn't require supervision in these areas
- Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team's success as a whole, including through mentorship of junior team members and development and refinement of team processes
- Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
- Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
- Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
- Is highly resourceful, composed and empathetic
- Juris Doctor (JD) from an accredited law school
- Admitted to and in good standing with the California Bar
- L.L.M. in Taxation, desired
Interested candidates should submit a cover letter and resume.
Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco's Financial District.
We are seeking an experienced Attorney for our Estates and Trusts practice group.
Preferred applicant should have between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.
KEY SKILLS & EXPERIENCE
- Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
- Draft complex estate planning documents independently
- Manage large-scale client projects, ensuring effective communication and timely completion
- Collaborate closely with clients and their outside advisors on wealth planning solutions
- Conduct legal research and stay informed on changing tax laws relevant to estate planning
- Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
- Has a minimum of 5 years handling estate planning and trust administration for taxable estates
- Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
- Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn't require supervision in these areas
- Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team's success as a whole, including through mentorship of junior team members and development and refinement of team processes
- Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
- Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
- Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
- Is highly resourceful, composed and empathetic
- Juris Doctor (JD) from an accredited law school
- Admitted to and in good standing with the California Bar
- L.L.M. in Taxation, desired
Interested candidates should submit a cover letter and resume.
Position Overview:
Leon Financial, LLC is seeking a senior-level Commercial Real Estate (CRE) Credit Originator to join its growing real estate credit platform. This role is designed for a proven, fully formed credit originator with the ability to independently source, structure, and close institutional real estate credit transactions across multiple asset classes.
Leon Financial operates a diversified real estate credit platform, with active focus areas that include industrial, multifamily, healthcare, retail, and self-storage. The successful candidate will be a strong CRE credit generalist — someone with depth in certain asset classes and the judgment and flexibility to execute across others as capital allocation and deal flow evolve.
This is not a training or ramp-up role. The expectation is immediate contribution and consistent production.
Key Responsibilities:
Originate commercial real estate credit transactions across a diversified set of asset classes, including:
- Industrial and logistics
- Multifamily
- Healthcare-related real estate
- Retail
- Self-storage
Source opportunities through established relationships with:
- Sponsors and operators
- Developers and owners
- Brokers and capital markets intermediaries
Structure and execute a range of CRE credit solutions, including:
- Senior secured loans
- Mezzanine debt
- Preferred equity
- Transitional and structured credit investments
- Recapitalizations and complex capital stacks
- Own transactions end-to-end, from initial sourcing and structuring through underwriting, credit approval, and closing, in close partnership with internal investment, legal, and asset management teams.
- Maintain a consistent pipeline of institutional-quality opportunities aligned with Leon Financial’s risk-adjusted return objectives.
- Represent Leon Financial, LLC in the market with sponsors, intermediaries, and industry participants.
Qualifications:
- 10–20+ years of commercial real estate credit origination experience with a verifiable history of closed transactions.
- Demonstrated track record as a high-performing CRE credit originator, not an emerging producer.
- Experience originating credit across multiple CRE asset classes, with depth in one or more of Leon Financial’s core focus areas.
Background originating credit at one or more of the following:
- Private real estate credit funds
- Real estate debt platforms
- Institutional or specialty CRE lenders
- Strong credit judgment and comfort with underwriting transactions across different property types and market cycles.
- Proven ability to operate autonomously with high accountability and minimal oversight.
- Bachelor’s degree required; advanced degree preferred.
What This Role Is Not:
- Not a training or development program
- Not a junior or mid-career origination role
- Not a development or brokerage position
- Not suitable for candidates still building an origination book
Why Leon Financial, LLC:
Leon Financial, LLC is a diversified real estate credit platform operating across multiple commercial real estate strategies. The firm partners with experienced sponsors and operators to originate and structure thoughtful, risk-adjusted credit solutions across the capital stack.
Leon Financial, LLC offers senior credit originators the opportunity to operate within a collaborative, entrepreneurial environment while leveraging the flexibility, scale, and support of a broader investment platform.
This will be accomplished through completion and review of monthly contractual related income statement and balance sheet accounts and proper filing, audit and settlement of cost reports.
The System Reimbursement Manager is responsible for the reimbursement function of multiple facilities.
The complexity of the facilities may include acute care, rehabilitation unit, psychiatric unit, skilled nursing facility, medical education, End Stage Renal Disease, Organ Transplant and Disproportionate Share.
The System Reimbursement Manager spends a significant amount of time supporting the Corporate Reimbursement Department, on projects as needed.
The needs could include and are not limited to regulatory analysis, financial analysis, system-wide reopening or reporting issues.
This position requires diligent values of integrity and compliance with all applicable Regulations Responsibilities: Prepare and review monthly contractual allowance journal entries and supporting calculations and responsible for proper balances in associated income statement and balance sheet accounts, for multiple facilities Scope of accounting responsibility includes Medicare, Medicaid, USFHP, CHAMPUS, Blue Cross, Worker's Compensation and Managed Care Analyze monthly contractual allowance variances, providing detailed explanations for significant fluctuations to Hospital Administration for use during close meetings Maintain current, correct account analysis' related to program Income Statement and Balance Sheet accounts Ensure monthly reports are prepared timely and accurately by supporting departmental Associates Prepare final hospital and home office cost reports, completing comparative analysis of the cost report versus the financial statement and compliance checklist prior to submission, for multiple facilities Ensure Medicare, Medicaid and CHAMPUS cost reports are submitted by due dates to prevent loss of reimbursement to the facilities Identify and pursue proper reimbursement methodologies in an effort to receive all reimbursement due based upon Medicare, Medicaid and CHAMPUS Regulations Coordinate the Medicare Field Audits, ensuring complete, proper and timely information is provided and audit adjustments are reviewed prior to issuance of the settlement Errors found must be communicated in writing to the Auditors during the audit, to ensure proper settlement and issuance of the Notice of Program Reimbursement Prepare audit adjustment analysis to determine reimbursement impact of adjustments to as filed report Act as a liaison to the External Financial Auditors for both the interim and final audits, for multiple facilities Review settled cost reports prior to final reopening deadlines to ensure the reports were appropriately settled Prepare and submit cost report reopening requests to obtain additional reimbursement due and otherwise make requests for corrections as appropriate Prepare and submit appeals and subsequent position papers to appeal inappropriate settlements with the PRRB, for assigned facilities Assist in preparation of Social Accountability and Community Needs reports required as part of annual budget process Respond to requests from Hospital Administration and other internal and hospital departments in areas where reimbursement knowledge is required Analyze and inform Hospital Administration of financial impact of operational decisions, as requested This may include preparation of pro-forma analysis and due diligence for new and existing business opportunities and informing Management and Hospital Administration of proposed/final rules and Regulations, which could impact the hospitals' operations Assist in maintenance of rate tables for Medicare, Traditional Medicaid and CHAMPUS in an effort to ensure proper payments are received Monitor interim payment rates and work with the Intermediary to ensure proper payments are being made Participate on the performance initiative to track, review and reduce denials Assist with contract rate issues as requested Collaborate on cross-functional teams to address System standardization needs of processes where reimbursement expertise is required Assist in authoring thorough, accurate policies and procedures for standardized and transparent processes Assist Accounting and Business Office departments with the cash reconciliation process for settlements and interim payments This includes identifying and communicating errors or issues found to these departments Maintain knowledge of current trends and developments in the field by reading appropriate books, journals, and attending related seminars and conferences Actively participate as a member in HFMA as a representative of CHRISTUS Health Assist Director and Senior Managers of Reimbursement Department including education, annual reimbursement conference and other projects Requirements: Bachelor's Degree required Work Schedule:8AM
- 5PM Monday-Friday Work Type: Full Time
Luke's is proud of the skills, experience and compassion of its employees.
The employees of St.
Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care.
The Accounts Receivable Specialist I is responsible for the billing and collection of the accounts receivable for either St.
Luke’s Hospital services and/or the professional-fee billing for physician and advanced practitioner services for the St.
Luke’s Physician Group.
The Accounts Receivable Specialist I is responsible for accurate and timely submission of claims to third-party payers, intermediaries and guarantors in accordance with network policy.
JOB DUTIES AND RESPONSIBILITIES: Process all UB04 and HCFA-1500 claims through the related billing system, working the related claims scrubber in a timely and efficient manner; performs all associated duties in order to ensure the completeness and accuracy of all claim information, facilitating maximum reimbursement.
Performs duties as scheduled, prioritizing as required to ensure claims are submitted timely, and maximize cash flow is received.
Verifies accuracy of billing data and makes revisions as need be.
Identifies and reports any claim submission issue trends to Management team.
Obtains and maintains a basic understanding of third party billing requirements as assigned, including federal, state and commercial payers.
Responsible for account receivable, investigates and reviews claims based on the productivity standards set by management.
Analyze daily aging of insurance accounts via the billing system to determine appropriate follow up for non- payment and delayed payment accounts, as well as to ensure compliance with all Federal, state, insurance payer and St.
Luke’s Network policies.
Analyzes denied claims and investigates the reasons causing the denial and takes the necessary action to resolve the denial and/or resolution of the account.
Seeks resolution to problematic accounts and payment discrepancies with optimal goal of receiving accurate payments and maximum reimbursement.
Statuses claims resolution, appeals and corrected claims via payer websites when possible.
PHYSICAL AND SENSORY REQUIREMENTS: Sitting up to 8 hours per day, 4 hours at a time.
Continuously fingering and handling for data entry, typing, etc… and occasional twisting and turning.
Uses upper extremities for occasional lifting and carrying up to 10 lbs.
Frequently stoops, bends, or reaches above shoulder level to retrieve files.
Hearing as it relates to normal conversation and telephone.
Seeing as it relates to general vision.
Visual monotony when reading reports and reviewing computer screens.
EDUCATION: High School Diploma or equivalent.
Medical Billing/Coding Program certificate preferred.
Must be able to speak, read and write English.
Must possess strong verbal and written communication skills.
TRAINING AND EXPERIENCE: Experience with third party billing in a hospital similar medical facility or physician’s office is preferred.
Direct experience is required with Microsoft Office Suite and web navigation and /or web based applications.
Please complete your application using your full legal name and current home address.
Be sure to include employment history for the past seven (7) years, including your present employer.
Additionally, you are encouraged to upload a current resume, including all work history, education, and/or certifications and licenses, if applicable.
It is highly recommended that you create a profile at the conclusion of submitting your first application.
Thank you for your interest in St.
Luke's!! St.
Luke's University Health Network is an Equal Opportunity Employer.
This individual is responsible for the handling of Auto Property Claims in accordance with NJ Unfair Practices Act. The environment is fast paced with heavy phone work. The position requires patience and the ability to function professionally in adversarial situations.
RESPONSIBILITIES
- Investigate and interpret policy provisions, endorsements and conditions to make a coverage determination in the automobile property claim.
- Identify and investigate Contested Coverage Claims with recommendation prepared for coverage committee.
- Responsible for the investigation of the auto accident to make a liability assessment. This includes interviewing first and third party claimants, witnesses, investigating officers and other relevant parties, along with securing pertinent records, documentation and loss scene information.
- Analyze the investigation to determine proximate cause, negligence, and damages.
- Evaluate and adjust reserves as necessary.
- Prepare dispatch instructions for field personnel to inspect vehicles.
- Negotiate and settle claims within his/her individual authority.
- Submit claims for approval to supervisor when over his/her authority or for guidance, review and/or referral when appropriate.
- Maintain an effective follow-up system on pending files.
- Prioritize and handle multiple tasks simultaneously.
- Adjust to fluctuating workload.
- Advise insureds, claimants, brokers on the status of the claim.
- Act as an intermediary between the Company, preferred vendors and customers.
- Resolve all disputes that may arise.
- Ensure that service, loss and expense control are maintained at all times.
- Adhere to privacy guidelines, law and regulations pertaining to claims handling.
- Investigate and initiate subrogation when applicable.
- Handle and respond to arbitration and special civil part lawsuits pertaining to property damage.
- Participate in catastrophic claim handling as requested/needed. This may include traveling to other locations and extended hours.
- Other duties as assigned.
QUALIFICATIONS
- Strong customer service, organizational, verbal, and written skills are required.
- Basic personal computer skills including working knowledge of Microsoft Office Suite products.
- Bachelor’s Degree from a four-year college or university required and/or 2-4 years of relevant work experience.
- Recent college graduates are encouraged to apply!
SALARY RANGE
The pay range for this position is $47,000 to $55,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity.
PERKS & BENEFITS
- 4 weeks accrued paid time off + 9 paid national holidays per year
- Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
- Annual 401(k) Employer Contribution
- Free onsite gym at our Woodbridge Location
- Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
- Robust health and wellness program and fitness reimbursements
- Various Paid Family leave options including Paid Parental Leave
- Tuition Reimbursement
ABOUT THE COMPANY
The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.
- Provide advice on structuring and execution of fund investments.
- Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
- Draft, review and negotiate vendor, confidentiality and other third party agreements.
- Review and negotiate investment documentation, including brokerage and trading agreements.
Basic Qualifications
- JD with 5-8 years asset management legal experience, including significant experience with private funds.
Preferred Qualifications
- Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
- Experience with credit funds. Law firm experience.
- Experience with structuring and execution of fund investments.
- Interest in and ability to work collaboratively in a global organization.
- Strong written and verbal communication and interpersonal skills.
- Law firm experience.
CONVENTUS MISSION AND VISION
Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.
POSITION
Full-Time, Salaried, Performance-based bonus
LOCATION: San Francisco, CA - Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you.
Conventus is seeking an experienced, strategic and hands-on Managing Director, General Counsel to serve as Conventus’ Chief Legal Officer. This senior leadership role is responsible for overseeing all legal, regulatory, and compliance matters across our lending and investment operations. The ideal candidate will bring deep expertise primarily in real estate secured lending, foreclosure activity, forbearance and loss mitigation efforts, loan product creation and loan structuring, and secondarily in fund management and securities compliance, and—along with a pragmatic, business-minded approach and the ability to roll up their sleeves and execute work directly when needed
RESPONSIBILITIES
Legal Strategy & Risk Management
- Serve as the primary legal advisor to executive leadership.
- Proactively identify legal, enterprise, and regulatory risks, and implement strategies to mitigate exposure.
- Oversee litigation, disputes, and all legal matters impacting the firm’s operations.
Real Estate Lending & Transactions
- Provide legal support for originations, structuring, negotiations, and closing of residential business purpose secured lending (bridge/fix & flip, construction, DSCR and multifamily).
- Draft, review, and negotiate loan documents, guarantees, intercreditor agreements, subordination agreements, and related documentation.
- Guide origination, closing and servicing teams on due diligence, title, escrow, foreclosure, workouts, and asset recovery.
- Manage external counsel relationships (including a network of local state counsel) related to loan transactions, and enforcement matters.
- Provide internal training on real estate transactions and documentation.
Fund Management & Securities Compliance
- Oversee legal and compliance matters related to fund formation, structuring, governance, and compliance with SEC and state-level securities laws.
- Partner with compliance consultants and auditors to maintain robust compliance program related to Registered Investment Advisor activities.
- Draft and review private placement memoranda, subscription agreements, investor communications, and marketing materials.
- Support investor relations on disclosure practices and regulatory filings.
Corporate Governance
- Oversight of governance issues for Conventus and its entities, including advice on corporate structure, entity formation, and LLC, LP and corporate governance documents.
- Review and manage vendor, lending partner (such as brokers), and third-party contracts.
Compliance & Internal Controls
- Develop and maintain policies and procedures to support compliance across lending, investment, and privacy.
- Monitor and respond to changes in regulatory requirements impacting the business.
- Conduct legal due diligence and risk analysis for strategic initiatives and transactions.
Internal Collaboration & External Counsel Management
- Serve as a collaborative partner to cross-functional teams, including credit & capital markets, finance and loan operations.
- Manage relationships with outside counsel for specialized legal matters and employment law, while maintaining a hands-on role in day-to-day legal work.
- Ensure compliance with federal and state lending laws.
QUALIFICATIONS
Required
- JD from an accredited law school; member in good standing with a U.S. state bar (California Bar or ability to register as In-House Counsel preferred)
- Licensed to practice in California
- 10+ years of legal experience, including meaningful in-house experience
- Experience operating in a fast-paced environment where judgment, prioritization, and responsiveness are critical
- Strong familiarity with real estate finance, commercial lending, consumer lending, or closely related products
- Breadth across legal disciplines, with the ability to support the business on commercial contracting, disputes, and other matters beyond core lending work
- Deep knowledge of lending regulations and compliance
- Experience with securitization or structured finance involving real estate-backed assets
- Hands-on approach with a willingness to engage directly in day-to-day legal work
Mindset and Character
At CHC, we look for future employees who demonstrate the mindset and character of our following core values:
Deliver Extraordinary Client Experience:
- Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
Take Responsibility:
- Be proactive, know what you are responsible for, act with integrity and follow through to the end.
Respond with Urgency and Care:
- Balance speed with quality, ensuring that every response is both timely and impactful.
Grow Together:
- Grow together through a culture of intellectual curiosity, collaboration and celebration.
- 15K New Hire Bonus, PENSION and 4 day work week This Jobot Job is hosted by: Donna Gawroski-Kusik Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $101,000
- $116,800 per year A bit about us: A NYC Metro Healthcare organization with over 100+ years of success in the community offering several services including hospice and palliative care, rehabilitation, and skilled nursing Why join us? $15,000 Sign on Bonus (depending on position) 4 weeks Vacation 8 company paid holidays PENSION plan – Employer paid 100% at 5.75% of salary per year Employee Vesting at 5 year work anniversary 403B Retirement plan thru Lincoln Financial Medical, Dental and Vision coverage start 60 days after start date Medical Coverage thru CIGNA Dental Coverage thru choice of Cigna PPO plan or AETNA DMO plan Vision coverage thru United Healthcare FREE Online RN to BSN and MSN degree programs Dependent Tuition Reimbursement for clinical staff Annual Tuition reimbursement $4,500 529 College Savings plan LOW cost medical, dental and vision coverage for employee and family members Flexible spending Account Dependent Care FSA Employee Assistance Program (EAP) Life Insurance policy at 2X your annual salary paid by employer Short term and Long-Term disability thru Mass Mutual Commuter Benefits program for Transit and Parking Pet care discount 25% with participating Providers Job Details Working onsite at a Leading Hospital in the Brooklyn Borough, the Hospice Care Planner is responsible for evaluating and establishing a plan of care for patients referred for Hospice Care services.
The Hospice Care Planner will facilitate admission of referrals upon discharge from the hospital to a Hospice program that meets the needs of the patient and family members.
As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center.
Full time role offers a 4 day work week with (10) hour shifts.
MUST work 2 full weekends per month (Saturday and Sunday) Serve as a key intermediary between hospital staff, patients, and their families to ensure clear and effective communication and coordination of hospice care.
Conduct thorough chart assessments of patient cases and bedside evaluations to determine the clinical picture and hospice eligibility Collaborate with facility clinical team and hospice physicians to make informed decisions regarding patient care Successfully facilitate numerous hospice admissions ensuring seamless transitions for patients and their families Provide critical support and education to enhance patient and family understanding of hospice care, leading to improved satisfaction and care outcomes Oversee the coordination of admission assessments and the procurement of durable medical equipment, ensuring that all patient needs are met promptly and effectively Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
