ClearBalance HealthCare

---------------- Why ClearBalance ---------------- ClearBalance Healthcare is reimagining how patients pay for care. We partner with health systems nationwide to deliver solutions that improve affordability, transparency, and access—while supporting strong financial outcomes for providers. Healthcare affordability is one of the most complex challenges in the industry today, spanning patient experience, financial services, and health system operations. At ClearBalance, we’re building practical, scalable solutions that address real problems and have a direct impact on how care is accessed and paid for. You’ll join a growing, innovative company that operates at the intersection of healthcare, technology, and financial services. We build thoughtfully, collaborate closely with partners, and take a long‑term approach to scaling the business the right way. If you’re looking for a place where the work is substantive, the environment is forward‑thinking, and your contributions have real impact, ClearBalance is a place to build your career. ------------- Role Summary: ------------- The Senior Paralegal & Compliance Specialist serves as a key member of the compliance and legal support function, responsible for managing consumer regulatory matters, supporting legal processes, and ensuring the organization maintains compliance with applicable laws, lender requirements, and corporate governance obligations. This role owns the intake, investigation, and resolution of consumer inquiries and complaints; administers bankruptcy and legal notice workflows; supports subpoena and regulatory response processes; and manages corporate filings, lender licensing, and contract support. The position works cross-functionally with compliance, legal, sales, and executive leadership to ensure timely, accurate, and compliant execution of legal and regulatory obligations. This is not an administrative role. It requires strong judgment, attention to detail, and the ability to independently manage sensitive, regulated processes. -------------------- Key Responsibilities -------------------- Consumer Inquiry & Complaint Management * Own end-to-end management of consumer inquiries and complaints, including intake, logging, investigation, and resolution. * Draft clear, compliant written responses aligned with regulatory expectations and company standards. * Coordinate cross-functionally to gather facts and ensure timely resolution within required deadlines. * Maintain complaint logs and documentation to support audits, regulatory exams, and bank partner oversight. * Identify trends, escalate risk areas, and recommend process improvements. Bankruptcy & Legal Notice Management * Review, interpret, and process bankruptcy notices related to program participants. * Ensure proper account handling in accordance with bankruptcy laws and internal policies. * Coordinate with internal teams and external partners as needed to resolve impacted accounts. * Maintain accurate records and audit trails for all bankruptcy-related activity. Legal Process Support (Subpoenas & Requests) * Process checks received from hospitals and patients. * Prepare and complete remote deposits in accordance with company procedures. * Maintain accurate records of payment processing activities. Licensing & Corporate Compliance * Maintain and track lender licenses, corporate registrations, and required filings across jurisdictions. * Coordinate renewals, filings, and documentation to ensure ongoing compliance. * Partner with external counsel and internal stakeholders to support regulatory requirements and audits. Contract & Legal Document Support * Review and support negotiation of standard agreements, including Business Associate Agreements (BAAs), NDAs, and similar documents. * Populate and prepare contract templates for sales and partnership requests, ensuring alignment with approved terms and risk parameters. * Coordinate internal review and approval workflows. Legal & Compliance Triage * Serve as the initial point of contact for internal legal and compliance requests. * Assess, prioritize, and route matters appropriately based on risk and urgency. * Ensure timely follow-up and resolution of requests across departments. ------------------------------- Qualifications & Experience ------------------------------- * 3–7+ years of experience in a paralegal, compliance, or legal operations role within a regulated environment (financial services, banking, healthcare, or fintech preferred). * Strong working knowledge of consumer compliance considerations (bankruptcy, complaints, regulatory expectations). * Experience supporting legal processes such as subpoenas, contract review, and regulatory filings. * Ability to interpret legal documents and apply requirements operationally. * Highly organized with strong attention to detail and the ability to manage multiple priorities independently. * Excellent written communication skills, particularly in drafting professional and compliant correspondence. * Paralegal certification or equivalent experience preferred. 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