Process Specialist

ProVest LLC; San Diego (CA); On-site; USD 34,000 - 42,000; Full time

Job summary

ProVest LLC is seeking a Process Specialist in San Diego, CA to ensure timely processing of legal documents. You will maintain case data, liaise with clients, servers, and vendors, and support production workflows in a professional office setting.

The role requires at least 2 years of office or customer service experience, strong communication skills, and familiarity with civil procedure rules. Monday–Friday, 9AM–6PM; We provide equal opportunity employment and a collaborative team environment.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of office and/or customer service experience.
• Strong written and verbal communication skills.
• Proven ability to manage multiple priorities and maintain strong organizational skills.
• Knowledge of Rules of Civil Procedure for supported states.
• Intermediate proficiency in Microsoft Office applications preferred.
• Experience with office machine operations.
• Familiarity with legal documents preferred.

Responsibilities

• Maintain professionalism with clients and establish positive rapport with every caller.
• Input and update case statuses in the proprietary system and set work priorities.
• Follow up with process servers for status via phone and email to push for quick resolution.
• Apply client and county-specific requirements to daily work production and become familiar with Civil Procedure rules.
• Provide daily communication with clients, vendors, and co-workers.
• Prepare and sort documents for data entry and review new case data.
• Reroute and track documents, open mail, and ensure data integrity.
• Meet or exceed KPIs regarding timeliness of case status, notes, and progression of cases.
• Expedite resolution of errors made by Process Servers on affidavits.

Skills

Written communication

Verbal communication

Multitasking

Organizational skills

Rules of Civil Procedure knowledge

Office experience

Office equipment familiarity

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Process Specialist

Regular Full-Time Admin 1 San Diego, CA, US

4 days ago Requisition ID: 1874

Salary: $18.50 Annually

Summary

Responsible for accurate data entry, file maintenance, and record keeping to ensure assuring the timely receipt and processing of legal documents in a team production environment.

Essential Duties and Responsibilities

• Maintain high level of professionalism with clients and establish a positive rapport with every caller.
• Input & update case statuses in proprietary system and establish work priorities by pulling electronic reports for clients.
• Follow up with process servers for status via phone and email to push for quick resolution.
• Apply client and county specific requirements to daily work production and become familiar with rules of Civil Procedure.
• Provide daily communication with clients, vendors, and co-workers.
• Prepare and sort documents for data entry.
• Reroute & track documents, open mail, and review new case data.
• Meet or exceed key performance indicators regarding timeliness of case status, case notes, and obtaining status to move cases to next phase of service.
• Expedite resolution of errors made by Process Servers on submitted affidavits.
• Create and maintain logs for tracking purposes.
• Punctual and regular attendance.
• Perform other duties as assigned.

Minimum Qualifications

• High school diploma or equivalent required
• Minimum 2 years of office and/or customer service experience
• Strong written and verbal communication skills
• Proven ability to manage multiple priorities and maintain strong organizational skills
• Knowledge of Rules of Civil Procedure for supported states
• Intermediate proficiency in Microsoft Office applications preferred
• Experience with office machine operations
• Familiarity with legal documents preferred
• Ability to multi-task and maintain organization

Professional office work environment. Hours are Monday - Friday 9AM-6PM.

Physical Demand

Occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be provided to individuals with disabilities to perform the essential functions of the job. Occasionally required to sit for long hours, walk, use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; talk or hear.

I understand that this job description is not intended to be all-inclusive and that I may be required to perform other related duties as negotiated to meet the ongoing needs of the organization. Our firm is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristic protected by law. We are a Drug Free Workplace and an Equal Opportunity Employ er.