Specialist - Intake

Padgett Law Group; Tallahassee (FL); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

PTO from day one

Parental leave

Holiday and birthday time off

Health insurance options

401k with company match

Training and development

Flexible work schedules

Job summary

Padgett Law Group is a premier creditors’ rights firm currently seeking a Specialist - Intake to join our team in Florida. This role focuses on reviewing client documents, data entry into our case-management systems, and coordinating with internal departments to ensure efficient workflows during the intake process.

You will handle client inquiries, monitor intake queues, and maintain accuracy across high volumes of data while adhering to service level agreements.

Qualifications

• Strong teamwork and adaptability.
• Excellent verbal and written communication.
• Exceptional organizational skills.
• Attention to detail with high data volumes.
• Proficiency in legal and case management software and MS Office.
• Understanding of intake processes in default services or legal industry.
• Problem-solving and process-improvement mindset.
• Ability to sit/stand for extended periods.
• Dexterity for typing and document management.
• Ability to read small text in documents.

Responsibilities

• Reviewing and validating client documentation to ensure all required information is complete and accurate.
• Coordinating with internal departments to establish smooth workflows during the intake process.
• Entering data into case management systems with a high level of precision.
• Addressing client inquiries related to the intake process promptly and professionally.
• Monitoring intake queues in several client system and internal systems and ensuring timely processing of all cases in accordance with service level agreements.
• Maintain accuracy while handling large volumes of data and ensuring compliance with established procedures.
• Timely address client inquiries and resolve issues related to the intake process.
• Produce clear and professional written and verbal communication with clients and team members.
• Prioritize tasks and meet deadlines in a fast-paced environment.
• Flexibility to adjust to new technologies, processes, and workload changes as needed.

Skills

Team collaboration

Communication skills

Attention to detail

Data entry

Multitasking

Customer service

Microsoft Office

Case management

Legal software

Tools

Microsoft Office

Case management

CRM software

Document management

Legal research tools

Job description

Padgett Law Group (PLG) is an elite, full service creditors' rights law firm with practices in Florida, Georgia, Tennessee, Arkansas, Texas, Ohio, Indiana, Pennsylvania, Mississippi, Alabama, New Jersey, Kentucky, and Illinois. Additionally, PLG offers national bankruptcy, replevin, and loss mitigation services. The firm’s practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders. Leveraging technology in our partnerships with forward-thinking clients gives PLG the ability to focus on the aggressive management and processing of delinquent or under performing loans, providing our clients with an edge when curing or resolving these complex legal matters. In 2019, PLG was recognized by The M Report, a leading default services industry publication, as a Top 25 Company to Work For.

At Padgett Law Group, our mission is simple: to attract and retain the most talented individuals within our industry while delivering high-quality legal services to our clients. We understand our crucial role as our clients strive to provide an ethical and empathetic experience. We contribute to that through our long-standing and recognizable firm culture that is visible during every interaction with PLG—and amongst ourselves. At PLG, we stand on our decades-long tradition of merit, respect, hard work, and excellent results, and we use that foundation for every service we provide. As a firm, we believe that our mission can only be truly realized through investment in our core values of People, Precision, and Performance.

At Padgett Law Group, we're not just looking for talented employees to join our growing team. We're looking for leaders who cultivate those around them and contribute to our path forward; we're looking for individuals who appreciate our culture and commit to our shared goals; we're looking for people who want to be more than employees, processors, or paper pushers.

Our vision

is to build the most compelling law firm that is home to the industry’s best talent, as we are today and as we grow in the future.

Benefits

What’s in it for you?

• 4 weeks of PTO from day one (which increases with tenure)
• Paid Parental and Grandparent Leave
• 7 Paid Company Holidays and your birthday off every year
• Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more
• Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program
• 401k (with company match)
• Extensive Training and Development Opportunities
• Flexible work schedules including in-office, hybrid, and remote working capabilities

And more!

We are currently recruiting for a Specialist - Intake.

Essential Duties And Responsibilities

The essential functions include, but are not limited to the following:

• Reviewing and validating client documentation to ensure all required information is complete and accurate.
• Coordinating with internal departments to establish smooth workflows during the intake process.
• Entering data into case management systems with a high level of precision.
• Addressing client inquiries related to the intake process promptly and professionally.
• Monitoring intake queues in several client system and internal systems and ensuring timely processing of all cases in accordance with service level agreements.
• Maintain accuracy while handling large volumes of data and ensuring compliance with established procedures.
• Timely address client inquiries and resolve issues related to the intake process.
• Produce clear and professional written and verbal communication with clients and team members.
• Prioritize tasks and meet deadlines in a fast-paced environment.
• Flexibility to adjust to new technologies, processes, and workload changes as needed.

Requirements

Minimum Qualifications (Knowledge, Skills, and Abilities)

Ability to work with others in a congenial and team-oriented manner.

Exceptional organizational skills and the ability to multi-task and be adaptable to continual change.

Excellent verbal and written communication skills.

Strong attention to detail and the ability to manage high volumes of data accurately.

Proficiency in legal and case management software, along with the Microsoft Office Suite.

Excellent verbal and written communication skills for client interactions and documentation.

A solid understanding of intake processes within the default services or legal industry.

Problem-solving skills and a proactive attitude toward process improvement.

Ability to sit or stand for extended periods while performing tasks such as data entry, reviewing documents, or coordinating with clients.

Proficient use of hands and fingers for typing, operating office equipment, and managing documentation.

Ability to read and review printed and digital documents, including small text, on screens or paper.