Sales and Legal Documentation Specialist
7 days ago
You will be the primary point of contact for clients and their law firms, managing incoming applications, reviewing legal documentation, communicating with attorneys, and guiding clients through each step of the funding process.
Key Responsibilities:- Oversee a pipeline of incoming pre-settlement funding applications
- Communicate with clients, attorneys, and medical providers to collect case details and documentation
- Provide compassionate and efficient guidance to applicants throughout the funding process
- Analyze legal documents such as police reports, medical records, and settlement documents
- Ensure the completeness and accuracy of law firm submissions
- Maintain CRM accuracy with timely updates on case statuses
- Monitor progress of applications and prioritize high-urgency cases effectively
Required skills include 2+ years in sales, legal funding, personal injury, claims processing, or client-facing roles, experience handling sensitive legal documentation, familiarity with personal injury case types, strong communication skills, and proficiency in Google Workspace.
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