Bilingual Intake Specialist – Global

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Crisp Professional Development

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1990

📚 Education

👥 HR Tech

Education • HR Tech • Coaching

Crisp Professional Development is an organization focused on enhancing professional skills through various training courses. They offer a wide range of programs including leadership, management, communication, and HR courses designed for individuals and teams. As an accredited center for the Institute of Leadership and Management (ILM), Crisp is committed to delivering bespoke development opportunities that cater to the unique needs of their clients, ultimately aiming to make a positive difference in their professional lives.

📋 Description

• Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy. • Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista. • Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process. • Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed. • Bilingual Advantage: Communicate effectively with English and Spanish-speaking clients when applicable. • Collaboration: Support the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

🎯 Requirements

• Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred. • Detail-Oriented & Accurate: Ability to capture client information precisely—small errors can impact case outcomes. • Strong Communicator: Professional, clear, and empathetic phone manner. • Tech-Savvy: Comfortable using digital forms, Zoom, and basic office software. • Language Skills: English fluency required; Spanish proficiency is a MUST. • Adaptability: Ability to manage downtime productively with clerical tasks. • Legal/Bankruptcy Knowledge: Not required, but prior legal, medical billing, or administrative support experience is beneficial.

🏖️ Benefits

• Health stipends or book club participation • Standard schedule of 9 AM-5 PM EST, Monday-Friday.