Intake Specialist

Overview

As an Intake Specialist at Cartiga, you will play a crucial role in building and maintaining strong relationships with attorneys, law firms, and plaintiffs involved in legal funding transactions. You will manage day-to-day interactions with law firms and their staff, as well as plaintiffs. This role requires balancing a demanding workload to ensure timely processing for each request.

• Serve as the primary liaison between Account Executives (AEs) and law firms/attorneys.
• Onboard and communicate with clients (plaintiffs) to collect accident/incident details and personal information promptly.
• Strengthen partnerships with law firms to expedite the turnaround time for obtaining necessary information.
• Gather and process case documentation, ensuring completeness and accuracy for underwriting approvals. Summarize key underwriting information and anticipate risk analysis.
• Oversee the entire funding agreement life cycle, from generation to ensuring successful funding.
• Collaborate and contribute as an impactful team member in meetings, providing coverage for Case Managers and Account Executives when needed.

• A personable individual who excels in a collaborative environment and embraces a growth mindset.
• Experience in maintaining customer relationships and ensuring customer retention.
• Strong multi-tasking and time management abilities, with the capacity to prioritize and adapt to meet targets.
• Excellent writing and note-taking skills, with a keen focus on accuracy and compliance to drive operational excellence.
• Exceptional communication skills to build and maintain relationships with attorneys and law firm staff.
• Ability to share best practices to continually improve quality and efficiency.
• Experience in the legal industry is advantageous.
• Familiarity with Salesforce is a plus.

Cartiga is the unified brand of three companies (Law Cash, Momentum Funding, and Ardec Funding) that have pioneered the legal financial services industry for over 20 years. Our focus is on providing three primary legal services: plaintiff funding, attorney working capital, and innovative data services for law firms.