Process Specialist

Summary

Responsible for accurate data entry, file maintenance, and record keeping to ensure the timely receipt and processing of legal documents in a team production environment.

Essential Duties and Responsibilities

• Maintain a high level of professionalism with clients and establish a positive rapport with every caller.
• Input and update case statuses in a proprietary system and establish work priorities by pulling electronic reports for clients.
• Follow up with process servers for status via phone and email to push for quick resolution.
• Apply client and county‑specific requirements to daily work production and become familiar with rules of Civil Procedure.
• Provide daily communication with clients, vendors, and co‑workers.
• Prepare and sort documents for data entry.
• Reroute and track documents, open mail, and review new case data.
• Meet or exceed key performance indicators regarding timeliness of case status, case notes, and obtaining status to move cases to the next phase of service.
• Expedite resolution of errors made by Process Servers on submitted affidavits.
• Create and maintain logs for tracking purposes.
• Maintain punctual and regular attendance.
• Perform other duties as assigned.

Minimum Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of office and/or customer service experience.
• Strong written and verbal communication skills.
• Proven ability to manage multiple priorities and maintain strong organizational skills.
• Knowledge of Rules of Civil Procedure for supported states.
• Intermediate proficiency in Microsoft Office applications preferred.
• Proficient typing skills (30 wpm).
• Experience with office machine operations.
• Familiarity with legal documents preferred.
• Ability to multi‑task and maintain organization.

Work Environment

Professional office work environment.

Physical Demands

• Occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Occasionally required to sit for long periods, walk, use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; talk or hear.

Schedule

Monday – Friday, 9 AM – 6 PM.