Referral Specialist

McMichael Taylor Gray, LLC; Peachtree Corners (GA); On-site; USD 42,000 - 65,000; Full time

Job summary

McMichael Taylor Gray, LLC in Peachtree Corners, GA is seeking a Referral Processor to manage client referrals and maintain the case management system. The Referral Specialist will enter required information, request missing details, and support deadlines in a fast-paced legal support environment.

We value knowledge of default services and experience with case management systems, MS Office, and strong written and verbal communication.

Qualifications

• High school diploma or equivalent required.
• 1-3 years of experience in default services processing within the legal domain.
• Familiar with Case Aware, Perfect Practice, Black Knight, Tempo.
• Proficient in MS Office applications, including Outlook and Teams.
• Strong attention to detail and accuracy.
• Ability to prioritize tasks and meet deadlines.
• Experience with SCRA and PACER searches is advantageous.
• Ability to work independently and in a team.
• Excellent professional communication with all levels.

Responsibilities

• On-board client referrals.
• Prepare all foreclosure FDCPA Letters.
• Data entry and data interpretation.
• Retrieve, upload, and review mortgage documents.
• Order Title Searches.
• Review and prepare Demand/Breach letters.
• Process cases accurately and manage files by timeline requirements.
• Monitor technology platforms for referrals and case status requests.
• Communicate with clients via email and client systems.
• Ensure file data is accurately entered into firm and client systems.
• Collaborate with other team members and supervisory staff to ensure cases are worked in accordance with department, firm, court, and client requirements.
• Understanding of Bankruptcy, Eviction, and Judicial and Non-Judicial foreclosure setup requirements.

Skills

Attention to detail

Time management

Customer service

Written and verbal communication

Independent work

Fast-paced environment

Organizational skills

Education

High school diploma or equivalent

Tools

Case Aware

Perfect Practice

Black Knight

Tempo

MS Office (Outlook, Teams)

Job description

Description

McMichael Taylor Gray, LLC is seeking Referral Processor for our Peachtree Corners, GA office. The Referral Specialist will be responsible for maintaining the case management system database by entering required information for all new client referrals to include appropriately identifying and requesting missing information in a timely and accurate manner. Default servicing experience is highly preferred.

Requirements

• On-board client referrals.
• Prepare all foreclosure FDCPA Letters.
• Data entry and data interpretation.
• Retrieve, upload, and review mortgage documents.
• Order Title Searches.
• Review and prepare Demand/Breach letters.
• Process cases accurately and manage files in accordance with timeline requirements.
• Monitor technology platforms for referrals and case status requests.
• Communicate with clients via email and client systems.
• Ensure file data is accurately entered into firm and client systems.
• Collaborate with other team members and supervisory staff to ensure cases are worked in accordance
• with department, firm, court, and client requirements.
• Understanding of Bankruptcy, Eviction, and Judicial and Non-Judicial foreclosure setup requirements

Skills/Abilities:

• High school diploma or equivalent required.
• A minimum of 1 - 3 years of experience in default services processing within the legal domain.
• Preferably familiar with client and case management systems like Case Aware, Perfect Practice, Black Knight, and Tempo.
• Must be Proficient in MS Office applications, including Outlook, and Teams.
• Demonstrates a keen eye for accuracy and attention to detail.
• Capable of effectively prioritizing tasks and meeting tight deadlines.
• Experience with SCRA and PACER searches would be advantageous.
• Prioritize tasks effectively in a fast-paced, high-volume environment.
• Demonstrate ability to work both independently and collaboratively within a team.
• Deliver exceptional internal and external customer service.
• Possess excellent professional communication skills for written and verbal interactions with all levels of personnel, including managers, attorneys, clients, and external vendors.

ABOUT MCMICHAEL TAYLOR GRAY, LLC

McMichael Taylor Gray, LLC (“MTG”) is a full-service default and creditors’ rights law firm delivering quality, cost-effective legal services for financial institutions throughout most of the Eastern United States. The founding partners of MTG established a forward-thinking, client focused law firm, centered on an unwavering commitment to the following core values:

• Excellence
• Integrity
• Honesty
• Respect

A successful candidate must pass a background check and be able to provide two professional references. All candidates will be subject to pre-employment screens and confirmation of eligibility to work in the United States. Candidates may also be subject to criminal and/or credit history checks and reference checks depending on the nature of the position for which they are applying. Consideration for employment with McMichael Taylor Gray LLC is conditional upon successful completion of these required standards.

McMichael Taylor Gray, LLC is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.