Settlement Liaison Specialist

Pathway Law Firm. PC

Beverly Hills (CA)

On-site

USD 30,000 - 37,000

Full time

12 days ago

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Job summary

Pathway Law Firm. PC in Beverly Hills seeks a settlement liaison to manage post‑settlement processes, client communications, and release handling from settlement through disbursement.

You will coordinate with lien negotiators, accounting, and internal teams, maintain Salesforce records, and ensure timely releases while upholding confidentiality and compliance standards. The role requires attention to detail, ability to manage high case volume, and clear updates to clients; compensation is hourly

Qualifications

  • High attention to detail; comfortable with high case volume.

Responsibilities

  • 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.
  • KPI: Release turnaround time
  • KPI: % settlements processed within internal SLA
  • KPI: Documentation accuracy
  • KPI: Client satisfaction
  • KPI: Compliance adherence

Job description

Pathway Law Firm. PC in Beverly Hills seeks a settlement liaison to manage post‑settlement processes, client communications, and release handling from settlement through disbursement.

You will coordinate with lien negotiators, accounting, and internal teams, maintain Salesforce records, and ensure timely releases while upholding confidentiality and compliance standards. The role requires attention to detail, ability to manage high case volume, and clear updates to clients; compensation is hourly

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