Weltman, Weinberg & Reis Co., LPA · 10 hours ago
Estate Specialist
Independence, Ohio, United States
Full-time
Onsite
New Grad, Entry Level
$18.29/hr - $22.04/hr
0+ years expWeltman, Weinberg & Reis Co., LPA is a company that specializes in debt collection and estate management. They are seeking an Estate Specialist who will be responsible for locating consumers’ representatives and assets to secure payments, as well as managing communication with various stakeholders regarding outstanding balances.
LegalProfessional Services
Responsibilities
Mails letters to consumers’ representatives to notify and encourage payment of outstanding balances
Calculates payment arrangements and negotiates settlements which may require attorney/client approval
Confers with consumers’ representatives by telephone in attempt to determine potential collectibles from estate or other assets of decedent and review terms of sales, service, or credit contract
Documents information about financial status of estate and status of collection efforts
Documents information about financial status of estate and status of collection efforts
Searches internet, credit bureau reports, and obituaries to verify the date of death and the family member responsible for the financial affairs
Ensures all required procedures and paperwork are accurate, complete, and in accordance with client guidelines and applicable state laws – Forcing an estate
Files claims
Identifies potential after date of death charges, the party responsible for making charges, and recommends appropriate actions to clients
Monitors files to ensure the letters are received; locates additional addresses if the mail is returned
Meets minimum standards for daily calls, files worked and goals
Handles files in accordance with WWR and client standards, follows scripts and regulatory compliance requirements
Approaches contact with consumers’ representatives and third parties with a high level of professionalism/customer service on a recorded and monitored phone line
Reviews and attempts to resolve rejected claims and/or forwards to attorney for further action
Contacts clients, consumers’ representatives, attorneys, and courts for status updates and to request/supply additional information and documentation
Complete all required training applicable to assigned position
Additional duties as requested or required
Qualification
Required
High school diploma or general education degree (GED)
0-3 years relevant business experience or an equivalent combination of education, training, and experience
Accurate typing and data entry skills
Consistently achieves 85% or better on monthly revenue goals
Knowledge of basic computer operation, including internet research
Maintains composure in difficult situations
Communicates effectively verbally and in writing
Work flexible hours – day, evening, and rotating Saturday mornings
Must pass background check and drug screen
Preferred
Bilingual Spanish speaking preferred
Benefits
Paid Time Off (PTO) - 16 days annually + 9 Company paid holidays
Competitive benefits - Medical, Rx, Dental, Vision, 401(k), Parental Leave, Life and Disability Insurance and more.
Promotional opportunities from within the Firm
Employee Perks available from Verizon, Car Dealerships, Local Movie Theaters, Theme Parks, etc.
Positive office environment with regularly scheduled parties, contests, and community support initiatives
On site "Bistro To Go" vending and fresh foods available
Free parking
Free onsite fitness center for all employees
Company
Weltman, Weinberg & Reis Co., LPA
With over 95 years of experience, Weltman, Weinberg & Reis Co., LPA is a nationally-recognized full-service creditors’ rights law firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Alan Weinberg
Retired Partner
Allen Reis
Partner
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