Settlement Operations & Case Management

Settlement Operations & Case Management - Century CityKnight Law Group, LLP, is a California litigation firm-and a leader in the practice of Lemon Law. We have a reputation for aggressively representing the interests of our clients, consumers who have unknowingly purchased defective vehicles. Our firm takes pride in vigorously representing our clients and holding automakers to account.Position SummaryThe Settlement Operations & Trust Accounting Manager oversees and executes all settlement, trust accounting, and post-resolution processes for the firm, ensuring accuracy, compliance, timeliness, and seamless coordination across legal, finance, and client-facing teams. This role serves as the operational backbone of the Settlement Department, managing cases from settlement through disbursement, maintaining Salesforce and NetDocuments records, and acting as the primary liaison between attorneys, finance partners, defense counsel, banks, and clients.The position requires a high level of discretion, leadership, financial accuracy, and cross-departmental coordination. This position also provides oversight for complex or high-volume caseloads, escalated matters, and trial-related settlements while ensuring trust account integrity and firm compliance.This is a full-time, onsite role working five days per week in our Century City location. Essential Duties & ResponsibilitiesManage settlement cases from resolution through final disbursement, ensuring compliance with firm procedures, ethical rules, and trust accounting requirementsReview settlement terms, enter case data into Salesforce, assign cases to Case Managers, and oversee progress through the full lifecycle (typically 60-90 days per case)Serve as Case Manager for assigned cases, maintaining active caseloads of approximately 40-100 mattersRelay settlement outcomes to clients and request the required documentationGenerate, review, and distribute settlement outcome letters via Nintex and DocuSignCoordinate with defense counsel for settlement checks, confirmations, surrender details, and loan overpayment requestsPrepare and manage settlement documentation upon client requestHandle motions to enforce settlement, including preparing timelines and exhibits, coordinating attorney assignments, and tracking filings and cancellationsCalculate pre-judgment and post-judgment interest when applicableReview, draft, and request revisions to releases, tax acknowledgments, and settlement agreements (e.g., NNA, GM)Trust Accounting, Check Processing & Financial ControlsLog all checks received into the AR Check Log and SalesforcePrepare and distribute check receipt notifications to Settlement, Finance, and Leadership teamsDeposit checks into Preferred Bank and verify checks from all banking institutionsSave check images, deposit confirmations, and IOLTA-to-Operating transfer confirmations in NetDocumentsPrepare check requests for Armanino and confirm receipt and processingPrint, track, and distribute client checks received from ArmaninoPrepare, organize, and manage check signing packets for Managing Partner approvalMeet weekly with the Managing Partner for check signing and track signed checksScan and distribute signed client checks to the Settlement Team and prepare mailingsVerify all trust-to-operate account transfers and provide reporting to Finance leadershipManage the full check process during absences to ensure continuity and complianceTrial Team, Buybacks & Special Financial ProjectsPrepare trial team breakdowns and obtain approvals for payout processingUpdate Salesforce tasks related to the trial team and co-counsel paymentsPrepare buyback calculations for attorneys upon requestAssemble I&Cs for buyback and settlement calculations (actual and estimated)Assist with buyback calculations for mediations and special projectsResearch KBB values and original MSRP when documentation is unavailableClient & External CoordinationServe as point of contact for client inquiries related to settlements, checks, documentation, and timelinesAssist clients with lender payoff calls and verification of financial documentsVerify all client financial documentation, including RISC, payoff statements, titles, registration, refinancing documents, and BK mattersCoordinate surrenders, tows, and surrender emergencies. Arrange client check pickups and draft letters for missing or unresponsive clientsPrepare notarized letters, advance agreements, and DocuSign packages. Respond to OSC hearing inquiries and provide updates to attorneys and teamsTeam Leadership & OversightAct as Team Lead for the Settlement Department, providing guidance, oversight, and workflow managementMonitor case progress, delegate assignments, and ensure deadlines are metDe-escalate client concerns and assist with escalated callsApprove PTO, provide coverage during absences, and ensure continuity of operationsProvide operational updates and reporting to upper management for large or complex caseloadsSystems, Records & ComplianceMaintain accurate Salesforce records, settlement logs, and task trackingSave all settlement-related documentation to NetDocuments in compliance with firm standardsApprove cases ready for dismissal in SalesforceAnswer and manage high-volume emails and phone calls related to settlement mattersEnsure compliance with trust accounting rules, ethical obligations, and internal controlsQualificationsExtensive experience in settlement operations, trust accounting, or legal financial administrationStrong working knowledge of Salesforce, NetDocuments, Nintex, and DocuSignHigh level of accuracy and attention to detail in financial and legal documentationAbility to manage high-volume caseloads and complex workflows simultaneouslyProven cross-functional coordinationExcellent communication, problem-solving, and organizational skillsAbility to handle sensitive financial and client information with discretionPosition requires the ability to communicate with Spanish-speaking clients.

Created: 2026-04-02