Legal Funding Servicing Associate - Case Status

Responsibilities

• Regularly communicate with clients and internal teams via phone and email to resolve queries, provide updates
• Obtain updates from clients regularly and manage outreach via e-mail, phone, and internal channels regarding these updates
• Process incoming requests from attorneys and plaintiffs, including documentation and information requests
• Prepare and send payoff statements, including payment instructions
• Ensure accounts are updated with the correct and required documentation
• Perform data handling and administrative tasks to support operational workflows
• Demonstrate flexibility by assisting in different functions or areas as business needs evolve
• Work closely with department managers and business development teams nationwide to ensure smooth communication, resolve issues, and contribute to the overall success of the team
• Develop and maintain process documentation, procedures, and job aids to streamline workflows and ensure consistent execution
• Manage multiple phone queues, both inbound and outbound
• Build strong working relationships with attorney offices, business development teams, and clients, ensuring a customer-focused approach and promoting positive interactions

Requirements

• A High School or GED equivalent
• 1-2 years of work experience related to office type environment, contact center environment preferred
• Previous experience with law firms, in account management, customer service or collections preferred
• Knowledge or experience with personal injury, medical billing, custodian of records a plus
• Self-motivated with desire to build great relationships, and able to meet and exceed goals
• Ability to multitask from application to application while on the phone and the computer is a must
• Able to adapt to change and pivot easily between tasks and process changes
• Able to work quickly and accurately to meet tight deadlines
• Excellent verbal and written communication skills to handle interactions with attorneys and medical providers
• Able to operate efficiently and effectively within a continuous evolving environment
• Basic to advance proficiency in Microsoft Excel, Microsoft Word, and Outlook