Funding Processor

Summary

Join Rockpoint Legal Funding as a Funding Processor and support the Probate Funding team in managing client relationships and day-to-day funding operations. This remote contractor role requires handling all aspects of the funding process, actively communicating with various stakeholders. You will respond to client inquiries, assist with reintroducing inactive clients, gather and verify case details, obtain necessary documents, and prepare files for underwriting. Strong problem-solving, communication, and relationship-building skills are essential. The position involves managing a high-volume caseload and requires fluency in English and Spanish. Opportunities for career growth are available.

Requirements

• Must have Paralegal or Case Manager experience, preferably in probate law
• Must be detail-oriented, very organized, and possess a strong multitasking ability
• Must be an energetic and reliable individual who can thrive in a fast-paced, performance-driven organization
• Excellent communication skills (verbal, listening, writing). High level of comfort and confidence on the phone and the ability to communicate effectively through email
• You must speak fluent English and Spanish
• You must have a high-speed internet connection at your home (80 Mbps)
• Up-to-date laptop with at least 8GB RAM
• You must have a working computer system

Responsibilities

• Respond to incoming and outgoing calls and emails from clients, providing guidance and support throughout the funding process
• Assist inactive clients during the reintroduction process by answering questions, addressing concerns, and helping restart stalled applications
• Handle client requests with a strong understanding of Rockpoint’s products and services, identifying cross-sell opportunities to maximize fundings
• Gather and verify case details by coordinating directly with courts, vendors, law firms, and beneficiaries
• Obtain probate court documents by contacting county clerks, utilizing online resources, ordering runners, or following up with law offices
• Call, email, and follow up with attorneys or paralegals to collect required case information
• Prepare and organize complete, accurate files for underwriting review
• Assist in drafting and coordinating contracts required for funding
• Order and coordinate mobile notary services for documents requiring wet signatures
• Make proactive outreach calls to help move the funding process forward and reduce delays
• Maintain accurate and up-to-date records of all applications and interactions
• Manage a high-volume caseload efficiently and with attention to detail
• Perform other duties as assigned to support department operations

Preferred Qualifications

• Should have high emotional intelligence, charisma, interpersonal skills, and the ability to read between the lines and ask the right questions
• Two computer monitors are a plus!

Benefits

• Paid Holidays
• 5 PTO Days / Year