Specialist - Intake

Summary/Objective The primary responsibilities of the File Intake Specialist is to collect information from our Clients on new referral matters and enter the information into the Firm Case Management System.
Essential Functions.
Processing Referrals within Client Contractual Deadlines Maintain daily communicated goals for number of files opened, as well as meeting any Client KPI requirements on SCRA and PACER requirements.
Communicating with Clients via email, Client System, or phone, as necessary.
Reviewing Referral Packages for deficiencies, and requesting any missing documents as necessary.
Creating Files within our Firm Operating System Moderate Client Communication Managing Email communications internally and externally Competencies High Attention to Detail Organizational Skills Excellent Communication Skills Multitask in a high volume environment Ability to read and understand legal documents such as Notes, Mortgages, or Demand Letters.
Outlook experience preferred.
LoanSphere, VendorScape, Tempo experience is a plus.