Intake Processor

Overview

This remote position involves working from home as a Bankruptcy Intake Processor for a multi-state law firm specializing in legal services for financial institutions, including banks, credit unions, mortgage servicing companies, institutional investors, and other commercial clients. The role focuses on utilizing technology to efficiently manage legal referrals and case workflows.

Responsibilities

• Open new legal referrals in the firm's internal case management software
• Download all related documents from client systems and PACER
• Review referrals to ensure all necessary information and documents meet client, court, and judge requirements
• Request and follow up on missing information or documents needed to proceed
• Forward complete files to the appropriate department or attorney for timely handling
• Assist with additional projects as needed

Requirements

• High school diploma
• Prior bankruptcy experience preferred but not required
• Self-motivated and able to work efficiently in a fast-paced environment
• Ability to open and review high volumes of new referrals accurately and effectively
• Strong communication skills to interact with coworkers, attorneys, and other staff regarding files
• Ability to interpret client systems
• Proficiency in software tools including Microsoft Word, Excel, Outlook, and Internet browsers
• Organized and capable of multitasking
• Excellent verbal and written communication skills

General Competencies

• Strong written and verbal communication skills, effectively communicating with clients via client systems, email, and phone
• Provides exceptional customer service to internal and external customers
• Identifies and resolves problems promptly
• Conscientious about work completion, deadlines, time management, and attendance
• Takes initiative and acts proactively when facing obstacles
• Processes work in compliance with client requirements, standard operating procedures, and operational matrices
• Analytical and detail-oriented while working at a fast pace and managing multiple tasks
• Excellent problem-solving and organizational skills
• Team player willing to assist others in the department as needed
• Builds professional relationships and rapport with colleagues
• Demonstrates a strong work ethic and adaptability to change

Compensation & Benefits

• Hourly pay
• Company-paid life and disability insurance plans
• Medical, dental, and vision plans including prescription coverage
• 401(k) retirement savings plan
• Flexible scheduling depending on position
• Generous paid time off for full-time employees
• Full equipment station provided at no cost for remote employees, including dual monitors
• Employee assistance program offering free 24/7 counseling and consulting services
• Wellness programs and employee discounts
• Learning and development training opportunities for personal and professional growth

Location

• Remote work from home

Equal Employment Opportunity

The employer is committed to equal employment opportunity and to attracting, retaining, developing, and promoting qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic protected by law. The work environment is free from discrimination and harassment, with employees treated with respect and dignity.