Job description

This is a remote position.

Schedule: Full-time (40 hours a week), Tuesday - Saturday 9 am PST - 6 pm CA, PST (1:00 AM - 10:00 AM Manila Time) (includes 1 hr unpaid break)

Scope:

Handle approximately 300 active cases in various stages of the document retrieval process
Work exclusively for the clients, focusing solely on our clients and processes
Potential to earn performance-based bonuses of up to $250 per month for top performers
Opportunity for long-term career growth within a scaling company

Responsibilities:

Contact clients to retrieve necessary documents for bankruptcy filing, including bank statements and IDs
Guide clients, especially those who are elderly or tech-challenged, through the document submission process
Upload and organize client documents in Dropbox according to company standards
Nurture client relationships to ensure all required documentation is obtained in a timely manner
Use Time Doctor for accurate time tracking and productivity monitoring
Manage a high volume of cases simultaneously, ensuring all deadlines are met
Collaborate with the broader team to continuously improve processes and enhance client experience

Excellent communication skills, both verbal and written (Bilingual English and Spanish)
Strong problem-solving abilities and patience when dealing with challenging situations
Proficiency in using digital tools such as Dropbox and time tracking software
Ability to work full-time (40 hours per week) with a dedicated schedule
Experience in customer service or client relations preferred
Basic understanding of financial or legal documents is a plus
Comfortable working in a remote environment with a focus on productivity and results
Commitment to maintaining confidentiality and handling sensitive information with utmost care