Intake Coordinator jobs in United States
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Libra Solutions · 10 hours ago

Intake Coordinator

Libra Solutions is a company dedicated to improving outcomes for plaintiffs and accelerating settlements for attorneys through innovative solutions. They are seeking an Intake Coordinator to serve as the first point of contact for prospective clients, ensuring a professional and efficient intake experience while managing multiple priorities and upholding the organization's standards of service.

FinanceFinancial ServicesLendingSoftware

Responsibilities

Review intake queue throughout the day, ensuring all potential new clients are contacted immediately
Complete intake with prospective client, ensuring accurate and complete information is obtained
Send required paperwork via text and/or email to new clients
Represent company values often as the first representative to engage with our clients
Accurately enter intake data into company case management software
Triage incoming intake calls, faxes and emails to appropriate destinations
Provide excellent customer service

Qualification

Data collectionCase management softwareCustomer serviceMulti-taskingCommunicationAttention to detail

Required

Strong communication skills
Attention to detail
Ability to manage multiple priorities
Professionalism in service delivery
Experience with data collection and documentation
Ability to use case management software
Customer service skills

Company

Libra Solutions

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Libra Solutions is a financial services company that offers software, funding, and lending solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Matthew Milim
Chief Executive Officer
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Janice Hammer
Executive Assistant to the CEO/Office Manager
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Company data provided by crunchbase