Document Collection Specialist

Ziegler Diamond Law Firm, PLLC

Document Collection Specialist

Clearwater, FL
Full Time
Paid
  • Responsibilities

    We are a consumer-focused law firm looking for a detail-oriented and organized Document Collection Specialist to join our team. This full-time role is perfect for someone who enjoys helping clients navigate financial matters while ensuring a smooth and efficient process. If you thrive under pressure and are seeking a rewarding opportunity in the legal industry, we would like to connect with you. This position is ideal for a mortgage loan processor or someone with experience collecting and reviewing financial documents in a professional setting. This position is Full-Time and is hybrid remote/in-office after the initial onboarding period. Responsibilities: • Communicate with clients to gather and organize required financial documents • Guide clients through the document submission process with patience and professionalism • Review submitted materials for accuracy and completeness • Follow up with clients as needed to ensure timely submission of documents • Maintain accurate records and update case management systems • Promptly answer client questions and manage client expectations Qualifications: • Strong Attention to Detail • Experience handling financial or legal documents preferred • Self-motivated Compensation: $15 - $17 hourly

    • Communicate with clients to gather and organize required financial documents • Guide clients through the document submission process with patience and professionalism • Review submitted materials for accuracy and completeness • Follow up with clients as needed to ensure timely submission of documents • Maintain accurate records and update case management systems • Promptly answer client questions and manage client expectations