Key skills
Communication
About this role
Role Overview
- Serve as the initial point of contact for prospective clients through phone, email, website inquiries, and referrals.
- Clearly explain the intake process, required documents, timelines, and next steps.
- Schedule consultations with attorneys and prepare clients for appointments.
- Maintain ongoing communication to ensure completion of required forms and follow-ups on missing information.
- Identify issues affecting bankruptcy eligibility such as recent large purchases,
- Upload, file, and categorize all documentation properly.
- Maintain confidentiality in compliance with legal and ethical standards.
- Assist in gathering credit reports and financial statements as needed.
- Manage a high volume of inquiries with warmth, patience, and professionalism.
- Follow up with leads to maximize conversion opportunities.
Requirements
- Prior experience in bankruptcy, collections, legal intake, or financial services preferred.
- Strong communication and active listening skills.
- High empathy and emotional intelligence when assisting clients facing financial challenges. C1 English requiered