Settlement Liaison & Release Specialist

Pathway Law Firm; Beverly Hills (CA); On-site; USD 30,000 - 37,000; Full time

Job summary

Pathway Law Firm in Beverly Hills seeks a diligent liaison to manage release processing and post-settlement communication through to disbursement. You will coordinate with lien negotiations, keep Salesforce notes current, and ensure timely handoffs to Liens while supporting audits and compliance.

The role demands meticulous attention to detail and the ability to handle a high-volume caseload. Ideal candidates will excel at coordinating with attorneys, staff, and accounting to resolve

Qualifications

• High attention to detail; comfortable with high case volume.
• Excellent communication and organizational skills.
• Ability to manage multiple deadlines and stakeholders confidently.

Responsibilities

• Liaison between clients, lien negotiators, and internal teams from settlement through disbursement.
• Owns release processing, client communication, and clean handoff to Liens.
• Issue, track, and QC settlement releases; follow up until executed and returned; upload to Salesforce.
• Be the client's primary post-settlement contact — explain terms/timeline, give status updates, field questions.
• Liaise with Lien Negotiations: submit finalized settlement docs, relay lien updates, escape stalls to management.
• Keep Salesforce notes and settlement files current; track internal deadlines; build settlement packets.
• Coordinate with Accounting on disbursement — confirm funds received, trust deposits cleared, resolve discrepancies.
• Work with CMs, demand writers, attorneys, and Accounting; flag processing delays to leadership.
• Follow firm compliance/confidentiality standards; support audits as needed.

Skills

Attention to detail

Client communication

Liaison

Tools

Salesforce

Job description

Pathway Law Firm in Beverly Hills seeks a diligent liaison to manage release processing and post-settlement communication through to disbursement. You will coordinate with lien negotiations, keep Salesforce notes current, and ensure timely handoffs to Liens while supporting audits and compliance.

The role demands meticulous attention to detail and the ability to handle a high-volume caseload. Ideal candidates will excel at coordinating with attorneys, staff, and accounting to resolve