Excess Process Specialist

SUMMARY

Job entails managing all administrative tasks associated with the post sale distribution of excess proceeds/surplus funds. These tasks generally include editing and preparing correspondence and other legal documents, maintaining thorough and detailed electronic files, updating internal systems & client systems, researching public records, reviewing title exams for contact information, calculating accurate disbursements and payoffs, fielding calls and correspondence parties with interests in the available excess proceeds, and other outside parties. The position requires substantial coordination with other legal assistants and attorneys in multi-disciplinary team environment. This is a position that can be remote.  

RESPONSIBILITIES

· Drafting, preparing, and formatting memoranda, correspondence, and various other legal documents.

· Fielding calls and emails from borrowers, clients, lienholders, and other outside parties in a courteous and effective manner. 

· Ensuring timely, courteous, and thorough responses to email correspondence.

· Developing and maintaining congenial relationships with coworkers and clients. 

· Consistently and accurately updating the firm’s internal case management system, as well as all client systems.

· Reviewing title reports and recorded documents. 

· Providing exceptional, patient customer service at every level of interaction. 

· Proofreading the legal documents and correspondence as required.

· Providing support to attorneys in a high volume, time sensitive atmosphere.

· Providing regular and timely status updates, as well as continual follow-up on outstanding documents and or services. Coordination with lienholders and borrowers to complete outstanding tasks such as retrieval of missing documents. 

· Accurate and thorough review of payoffs, calculation of funds available, etc.

· Discretion with private and sensitive information. 

· Performing other duties and responsibilities as needed.

EDUCATION & SKILLS

· Minimum associate degree, Paralegal Certificate, or at least 2 years of experience as a legal assistant.  

· Default law firm experience is preferred but not required. 

· Must have excellent verbal and written communication skills.

· Must be committed to providing exceptional customer service.

· Ability to communicate courteously and effectively with borrowers, clients, attorneys, lien holders, other internal employees, and outside parties.

· Must be able to work with others in a congenial and team-oriented manner.

· Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change.

· Ability to read and write at a high level for proof reading and editing purposes.

· Ability to review complicated calculations and to perform calculations accurately.

· High-level proficiency in MS Office suite.

· Proficiency in internet research activities.

· Familiarity with case and document management software

· Experience with client systems such as ICE/BKFS, Clairfire, Tempo, Vendorscape, and others is preferred.

· Good understanding of the legal process surrounding foreclosure preferred.

· Experience with review of title reports.

· Ability to proficiently operate computer, fax machine, scanner, photocopier, typewriter, and telephone is required.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit for extended periods of time. 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job: Normal office working conditions, with quiet to moderate noise level within the work environment.  We offer a comprehensive compensation package, which includes a salary commensurate with experience and accomplishments.If you possess the requisite qualifications, and are seeking the challenge of working in a growing firm, please submit your resume in confidence.  All applicants applying for U.S. job openings must be authorized to work in the United States. 

• Please note: No employment sponsorship or support will be given for this position. McCalla Raymer Leibert Pierce, LLP will not consider any employment immigration sponsorship or support. This means that McCalla Raymer Leibert Pierce, LLP will not support any CPT, OPT, or STEM OPT plans, nor sponsor in any NIV category (including TN, E-3, H-1B, O-1), or submit the position in the H-1B Registration; or
• Visa sponsorship nor immigration support is not available. Applicants must be legally authorized to work in the United States now and in the future. The company does not provide visa sponsorship or any immigration support (including STEM OPT  training plan) for this position. 

Because of the high volume of calls received, only qualified candidates will be contacted for consideration. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization.