Intake Specialist

hace 2 meses

Desde casa, México Pro Legal Funding A tiempo completo

**Company Overview**:
Pro Legal Funding is a leading provider of pre-settlement funding, dedicated to helping plaintiffs access the financial resources they need while awaiting the resolution of their legal cases. Our mission is to support our clients through difficult times with empathy, efficiency, and professionalism.

**Position Summary**:
The Intake Specialist plays a crucial role in our pre-settlement funding process by serving as the first point of contact for potential clients. This position involves gathering essential information, assessing eligibility, and facilitating a smooth intake process to ensure our clients receive timely and effective support.

**Requirement**: Fluent in English

**Key Responsibilities**:
**Initial Contact and Screening**:

- Conduct preliminary screenings to determine eligibility for pre-settlement funding based on company criteria.
- Provide clear and concise information about the pre-settlement funding process, including terms and requirements.

**Information Gathering**:

- Collect and document detailed information from clients, including case details, personal information, and financial needs.
- Ensure accuracy and completeness of all intake documentation and data entry.

**Client Communication**:

- Address client questions and concerns with empathy and professionalism.

**Collaboration**:

- Work closely with the legal team to obtain necessary case documentation and verify case details.
- Collaborate with other departments, including underwriting and customer service, to ensure a seamless process for clients.

**Documentation and Reporting**:

- Maintain accurate and organized records of all client interactions and documentation.
- Prepare and submit regular reports on intake activities and client status.

**Compliance**:

- Adhere to all company policies and procedures, as well as relevant legal and regulatory requirements.
- Ensure confidentiality and security of client information.

**Benefits**:

- Paid training
- Promotion to permanent employee
- Work from home

Schedule:

- 8 hour shift
- Late shift
- Monday to Friday
- Night shift

Pay: $9,979.00 - $15,676.24 per month

Work Location: Remote

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