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Intake Specialist

hace 2 meses

Tijuana, Baja California, México Dyadlaw, P.C. A tiempo completo

Job Summary

The Dyadlaw, P.C. Intake Specialist will be a passionate advocate for Immigration and Immigrant Rights. This position will be responsible for interviewing clients to gather client information needed to file their immigration case. Additionally, this role will input and maintain the clients' profile and personal information in the company's Content Management System (CMS).

Key Responsibilities

  • Conduct client interviews to gather necessary information for immigration case filing
  • Input and maintain client information in the CMS
  • Collaborate with team members on missing intake data and follow-up with clients to gather information
  • Maintain client records in the firm's Customer Relationship Management (CRM) system
  • Review and validate form information with clients
  • Perform various production and administrative tasks

Requirements

  • Excellent English speaking, reading, and writing skills
  • Excellent relationship management skills with the ability to communicate effectively
  • Must be organized and analytical
  • Proficient with Microsoft Office, Google Suite, Adobe Acrobat, and related software
  • Accuracy and attention to detail with the ability to multitask
  • Ability to prioritize and discern what is important, including sense of urgency
  • Recognize the need and uphold confidentiality at all times
  • Ability to work independently and complete a set of tasks
  • Associates degree required in a related field, with years of experience in an administrative or similar position

Classification and Pay

  • Salary, Non-Exempt
  • $12K MXN

Work Environment

  • Remote

Objectives by Level

  • Level 1 - $16/hour
    • Assemble cases prior to legal team review
    • Review case documents, letters, and other forms
    • Update and organize cases in the case management systems
    • Contact clients for missing information and/or documents
    • Review client evidence and documentation
    • Review evidence list and cover letter
    • Review immigration-related correspondence
    • Review filings for court and/or USCIS
    • Review and validate form information with clients
  • Level 2 - $17/hour
    • Working knowledge in basic functions of case management systems
    • Evaluate, prepare, and review case documents, letters, and other forms
    • Review client evidence and documentation with minimal errors
    • Review evidence list and cover letter with minimal errors
    • Review immigration-related correspondence with minimal errors
    • Review filings for court and/or USCIS with minimal errors
    • Review and validate form information with clients with minimal errors
  • Level 3 - $18/hour
    • Demonstrates understanding of all functions of case management systems
    • Audit case documents, letters, and other forms