Title Processor/Closer

About the Role

Join the Lulich & Attorneys team. Our firm has been solving legal issues for the residents of Vero Beach & Sebastian for over 35 years. Our experienced attorneys and staff provide unsurpassed legal services in a multitude of areas. We are looking for a full-time Legal Intake Specialist & Receptionist to be the cornerstone of our expansion in our Sebastian office.

Are you looking to utilize your previous sales experience to help a law firm identify and qualify potential new clients? Are you looking to join a fast-paced, rapidly growing law office? As the compassionate voice of our firm, you'll engage with prospective clients in their moments of need, screening and identifying potential cases while supporting our attorneys in managing their appointments.

Responsibilities

• Schedule appointments for potential clients who align with our criteria, utilizing your sales skills to effectively convey the value of our legal services and ensuring our lawyers’ schedules remain organized.
• Conduct surveys with potential clients to gauge their suitability for our practice, showcasing empathetic listening skills.
• Manage paperwork and conduct data entry tasks in our case management system, applying your client-centric sales mindset to facilitate the onboarding process for new clients and efficiently organizing current client files.
• Oversee various office tasks such as email correspondence, document management, data organization, research, and answering phones, with a commitment to maintaining productivity while prioritizing the needs of clients.
• Collaborate with the marketing team to orchestrate initiatives and foster relationships to expand our prospective client base while ensuring client needs remain paramount.
• Engage with potential new clients in a sales-oriented manner, actively listening to their concerns and gathering pertinent information to evaluate the suitability of their legal case for our team.
• Coordinate appointment times with attorneys' calendars, managing schedules and prioritizing client meetings with sensitivity to their needs.
• Thoroughly document phone conversations with clients and potential new clients in the Firm's Case Management Software System, maintaining accurate records to facilitate effective communication within the team.
• Compile necessary documentation into the Firm's Case Management system for attorneys' client meetings, demonstrating meticulous attention to detail and a commitment to serving clients' best interests.

Qualifications

• Bachelor's degree preferred.
• Previous experience in sales, particularly within a legal or professional services environment.
• Excellent communication skills, both verbal and written, with a focus on understanding and addressing client needs.
• Strong organizational skills, marked by meticulous attention to detail.
• Proficiency in Microsoft Office Suite and case management software.
• Ability to multitask and prioritize tasks effectively in a fast-paced environment, while maintaining a client-centric approach.
• Empathetic listener with a commitment to providing exceptional client service.
• Team player with a positive attitude and a willingness to learn and grow.

Pay

$18 - $20 hourly

About Lulich & Attorneys, P.A.

At Lulich & Attorneys, P.A., we are a dynamic and rapidly expanding law firm with two thriving offices in Indian River County. As our firm continues its upward trajectory, we eagerly look forward to welcoming you as a valued member of our exceptional team at our Sebastian Office.

About the Role

Lulich & Attorneys, P.A. is looking to grow their real estate department with a new Title Processor/Closer who has a deep understanding of the entire real estate transaction process and precise attention to detail. This ideal candidate will thrive in a growth-oriented, fast-paced, and team environment.

Responsibilities

• Analyze and review real estate purchase and sales agreements, title commitments, and closing documents.
• Facilitate communication between the Attorney, buyers, sellers, lenders, clients, and real estate agents.
• Examine title commitments, title requirements, and coordinate the necessary documentation to satisfy the title requirements.
• Maintain communication with clients and real estate agents regarding progress made during the real estate transactions.
• Prepare documents for the lawyer's review to facilitate the real estate closing.

Qualifications

• A degree in paralegal studies is beneficial but not necessary.
• Experience working as a real estate title processor or title agent is preferred.
• Knowledge of real estate processing software, such as Qualia, is recommended.

Schedule

Monday to Friday

About the Internship

A paid and non-paid legal internship with Lulich & Attorneys in Vero Beach, Florida provides the opportunity to learn from experienced attorneys, gain exposure to different areas of the legal field, pursue additional opportunities in areas of expertise, and network with other legal professionals.

Responsibilities

• Complete a wide range of legal assignments under the direction of supervising lawyers.
• Conduct research on assigned issues, referencing existing law files.
• Analyze findings and present summaries.
• Prepare and organize meetings.
• Ask questions and develop knowledge in new areas.

Qualifications

• Looking to gain holistic experience.
• Proactive individual with a strong ability to think on your feet.
• Curious about how a law firm operates day-to-day.
• Confident communicator able to convey complex topics and information.
• Strong writer with ability to compose drafts of legal documents.
• Proof of enrollment in a law degree (LLB, JD, LLM or equivalent).