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Probate jobs near me - 49 jobs

  • Assistant Manager, Servicing Recoveries

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Assistant Manager, Servicing Recoveries role is responsible for leading day-to-day operations, overseeing staff performance, compliance, and quality standards and guiding specialized servicing functions within the Servicing Department. This role manages frontline agents and Senior SMEs, ensures SLA adherence, and manages escalations for complex or high-risk cases in Bankruptcy, Foreclosure, Mortgage and Probate. They partner with department leadership to drive process improvements, maintain regulatory compliance, and support team development to resolve systemic issues, drive process improvements, and support strategic initiatives. This role requires strong leadership, analytical, and problem-solving skills, with the ability to balance daily operational oversight and long-term departmental goals. By combining management responsibilities with deep operational knowledge, the Assistant Manager, Servicing Recoveries plays a key role in maintaining operational excellence, regulatory compliance, and team effectiveness, while contributing to the overall success and reputation of the department.Essential Job Duties and Responsibilities: People Leadership & Team Development - Lead, coach, and develop Specialists and Sr. Specialists through performance feedback, training, and career support. Escalation Management - Oversee and resolve complex or high-risk escalations, serving as the final decision point before senior leadership. Compliance Oversight & Quality Assurance - Ensure team work meets compliance standards, documentation accuracy, and audit readiness. Cross-Functional Collaboration - Represent the team in leadership-level discussions and align processes with Legal, Compliance, and other departments. Process Improvement & Reporting - Analyze team performance, identify inefficiencies, and drive process or policy improvements. Other duties as assigned from leadership to support team Required Skills, Knowledge and Abilities: 2-5 years experience in Recovery management including bankruptcy, foreclosure and probate. Strong leadership and coaching skills with the ability to mentor, develop, and evaluate team members. Advanced problem-solving and decision-making skills, particularly in escalated or high-risk scenarios. Excellent written and verbal communication skills for cross-team collaboration and customer/regulatory escalations. Strong organizational and time-management skills with the ability to balance multiple priorities. Proficiency with servicing systems, credit bureau platforms (e.g., E-Oscar, DCM), and productivity tools (Microsoft Office/Google Workspace). In-depth understanding of servicing operations, including bankruptcy, foreclosure, probate, and regulatory compliance. Strong knowledge of federal and state regulations impacting servicing operations (e.g., FCRA, bankruptcy procedures, foreclosure laws). Familiarity with compliance, audit readiness, and risk management frameworks. Understanding performance metrics, SLA management, and reporting practices. Lead a team effectively by setting goals, monitoring performance, and providing feedback and development opportunities. Handle escalations with professionalism, discretion, and sound judgment. Drive process improvements by identifying inefficiencies and recommending/implementing solutions. Collaborate with cross-functional leadership (Legal, Compliance, Billing, Collections) to resolve systemic issues. Adapt to changing priorities and perform additional duties or special projects as assigned by leadership. Compensation: $70,000 - $80,000 annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $70k-80k yearly Auto-Apply 50d ago
  • Senior Clearance Operations Associate

    Zillow 4.5company rating

    Remote job

    About the team Spruce, a Zillow Group company, was founded in 2016 to deliver fast, streamlined and secure real estate closings, representing more than $20 billion of transactions nationwide. We are a team with a diverse set of backgrounds and perspectives, from respected title and real estate industry veterans to innovative product managers, engineers and data scientists. What brings us together is our passion for building a better closing experience. We believe that the future of real estate will be driven by automation, efficiency, and digital experiences. Our mission is to provide the products and services vital to make that happen!About the role Spruce is looking for a Senior Clearance Associate to join a small Title Solutions team making a big impact! This role requires the individual to quickly adapt to support teammates and customers' needs while delivering a world-class experience through independent problem solving and deep knowledge of the curative function. You will work closely with the Title Examiners and Closing Associates to keep everyone updated on the status of your files and keep them moving through the pipeline, meeting turnaround times according to service-level agreements. The primary function of this role is to review title commitments and attorney title opinion letters to identify matters to be cured prior to or at closing such as municipal liens, satisfaction of judgments, UCC-3 terminations, etc. Much of the day is spent coordinating with consumers, creditors, attorneys, and underwriters to cure issues reflected on title commitments, such as mortgages, liens, judgments, and taxes. You will also Update title commitments as new information becomes available, such as using a social security number to clear a judgment and remove the corresponding requirement. Interpret buyer and lender requests for title waivers and prepare a pro forma title insurance policy or marked-up title commitment. Draft deeds, affidavits, and escrow agreements in markets where allowed; order deeds and other legal documents from vendor and attorney partners. Review and approve the following documents: surveys, divorce decrees, trust agreements, probate proceedings, bankruptcies, death certificates, entity articles, and court dockets. Search county records for recorded instruments such as releases. Input invoice charges to the settlement statement for fees accrued during the clearance process, such as surveyor invoices. Calculate title insurance premiums and prepare invoices itemizing all costs for title-only transactions in which Spruce fulfills title in states where an attorney serves as settlement agent. Communicate by phone and email with all parties in the transaction and help take and redirect incoming calls on the general phone line. Confirm all outstanding matters are cleared prior to or at close of escrow, while moving quickly and efficiently through a queue of urgent tasks. This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $26.20 - $39.40 hourly. This base pay range is specific to these locations and may not be applicable to other locations. In Colorado, Hawaii, Illinois, Minnesota, Nevada, Ohio, Rhode Island, and Vermont the standard base pay range for this role is $25.00 - $37.40 hourly. The base pay range is specific to these locations and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.Who you are The ideal candidate will bring a passion for providing high-quality and timely service to internal and external customers and will thrive in a fast-paced, team-centric environment where change is a constant as Spruce prepares to move into new markets. Key attributes include High attention to detail Great teammate who maintains a positive demeanor and supports teammate absences while managing multiple files of your own under tight turnaround times within an ongoing pipeline Proactive problem solver who can see the big picture and who is resourceful and willing to take initiative and attempt to find a solution before asking for help. Seven years minimum of title curative experience; deep expertise in Maryland, Virginia, DC, Pennsylvania, Ohio, Michigan, Minnesota, Missouri, and/or New Jersey markets a plus Confidence with editing technical legal documents such as affidavits and indemnity agreements Understanding of title clearance requirements, including ability to read title commitments, delete requirements and exceptions as appropriate, and prepare pro forma title policies. Test required Excellent verbal and written communication skills for coordinating with underwriters on technical title issues and collaborating with attorneys, clients, and vendors Get to know us At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality. Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow. No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $26.2-39.4 hourly Auto-Apply 49d ago
  • Probate Pre-Screener

    Netcare Corp 4.3company rating

    Columbus, OH

    *Those that are able to receive the COVID-19 vaccination and influenza shot will be required to do so as a requirement of employment at Netcare Access. *Active LSW, LISW, LPC, or LPCC and Driver's License required, * Available Schedules: 8:00am-4:00pm, Monday - Thursday Contingent (Choose your shifts) Benefits: Shift premiums for evenings, nights, and weekends of $2 or $3 dollars per hour! Incredible clinical experience along with training classes offered for CEUs! Paid supervision towards Independent Licensing New Competitive Introductory Rates of Pay Monthly Student Loan Assistance Work with autonomy and as part of team! GENERAL DESCRIPTION: The probate pre-screening team meets with adult clients in the community who may be experiencing a mental health or substance use crisis that are otherwise not seeking treatment voluntarily. Probate pre-screeners are responsible for providing brief mental health screenings, crisis intervention, and appropriate recommendations for care, and service referrals to a diverse population of clients. Pre-screeners will file affidavits with Probate Court when clients meet criteria for involuntary commitment as outlined in Chapter 5122 of the Ohio Revised Code. POSITIONS SUPERVISED: None ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides probate pre-screening assessment services for clients in the community to determine whether they meet criteria defined in Chapter 5122 of the Ohio Revised Code. On community referrals where probate criteria are thought to be met, complete necessary documentation for Probate Court and present case to magistrate. Strong and persuasive writing skills, such that affidavits include detailed factual (i.e., concrete & referencing specific actions) information as well as risk-relevant clinical data. Assesses potentially dangerous situations and takes appropriate precautionary measures to assure client/worker safety. Serves as liaison to local hospitals, courts and agencies concerning pre-screening procedures, laws, or problems associated with commitments. As liaison representing Netcare, presents self at all times in a professional manner. Screen and investigate inquiries from community resources (family members, agencies, safety forces) regarding the need and appropriateness of an evaluation. Consults with clinical leadership to assist in risk management and clinical dispositions in a comprehensive yet succinct manner that respects the time-sensitivity of probate referrals. Assesses and appraises risk from both clinical (i.e., risk of harm to self or other) and administrative (i.e., risk of negative outcome) perspectives. Assist public officials to assess and disposition individuals they feel may have mental health problems in the community. Works collaboratively with other treatment providers, agencies, and client's supports to assist the client in resolving his/her crisis and avoid involuntary hospitalization when possible. Maintains timely and complete documentation of services and activities, which meet the standards of Netcare and accrediting agencies. Performs other duties as assigned. ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES: Ability to apply and integrate theory, knowledge, values and practices of social work and/ or counseling professions. Ability to relate to clients with a variety of backgrounds -- including but not limited to parameters of age, race, ethnicity, sex, LGBTQ+ status, immigration status, economic circumstances, educational level, and legal history. Ability to hear and speak well enough to converse with clients or other employee's in person or over the telephone for a majority of the time. Ability to effectively engage in problem solving processes. Ability to de-escalate potentially violent clients and physically leave volatile situations in the community that cannot be de-escalated. Exhibits flexibility and ability to manage multiple demands in a fast-paced environment. Ability to work in alternate locations as assigned. Ability to be fitted for and wear a law enforcement grade protective vest while engaging with clients in the community. Ability to achieve and maintain certification in required training programs. Ability to travel within the community and to client residences where services are performed. Ability to perform duties in a variety of locations requiring physical activities including, but not limited to walking, climbing stairs, carrying work-related materials, etc. MINIMUM QUALIFICATIONS: LSW/LPC; LISW/LPCC Preferred. 2 years Crisis Intervention experience. Auto-insurance meeting the minimum business requirements of $300,000 Combined Single Limit OR specific limits of $300,000 Bodily Injury per Accident/$100,000 Bodily Injury per Person/$100,000 Property Damage with NO EXCLUSION for business use. Posting Date: ___________ Posting Number: _________ ESSENTIAL CORE COMPETENCIES FOR PROBATE CLINICIAN: Demonstrates DSM-5-TR assessment and diagnostic skills. Exhibits the full range of risk assessment skills necessary for determining need for involuntary civil commitment Understands the importance of gathering collateral information and evaluating it against the backdrop of mental status and known functioning. Ability to think critically and combine wide range of relevant data to develop a risk formulation and communicate it persuasively to Probate Court. Ability to travel within the community where services are performed. Ability to provide effective clinical interventions Ability to accurately and succinctly document clinical interventions. Ability to complete required paperwork in a timely and error-free fashion. Ability to apply risk management and problem-solving techniques to clinical/workplace situations. Ability to engage and de-escalate clients in a professional and effective manner. Ability to effectively work as a member of a team. Demonstrates broad knowledge of and ability to access community resources on behalf of clients. Ability to adhere to Agency Policies, Procedures and other expectations. Actively seeks opportunities to develop clinical skills. The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. *Applicants are considered for all positions in accordance with statutes and regulations concerning non-discrimination on the basis of race, ancestry, age, color, religion, sex, national origin, sexual orientation, gender identity, non-disqualifying disability, veteran status, or other protected classification. Netcare is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on satisfactory pre-employment drug screen, criminal background investigation and TB test results.'
    $30k-40k yearly est. Auto-Apply 60d+ ago
  • Acquisition Representative Junior

    Appalachian Field Service

    Reynoldsburg, OH

    Job Details GADescription Appalachian Field Service (AFS) is seeking motivated Junior Acquisition Representatives to support an electric utility client's Vegetation Management program with projects across the State of Georgia. Applicants must currently reside in the State of Georgia. This is an excellent opportunity to begin a career in the Right of Way (ROW) industry. Successful candidates will assist in land rights acquisition tasks under the guidance of Contract Coordinators to ensure timely and professional completion of projects. JOB RESPONSIBILITIES: Research property ownership, including locating and documenting correct vesting deeds, analyzing title reports, running title forward when a parcel is assigned in client's designated database, and/or running title forward at the time of document execution (and, if necessary, again at the time of recording) to identify/confirm the current property owner. Create a parcel list in client's designated database (unless otherwise provided). Make initial contact with each property owner and, after initial contact, continue communications with the property owner only by the method(s) and during the hours as requested by the property owner. Always identify themselves, verbally and/or in writing (i.e., emails, business cards, etc.) as Suppliers for client in all communications with property owners. Negotiate in good faith for appropriate property rights in accordance with financial direction from the designated program representative, using standard property rights templates provided by client. Promptly notify the designated representative via direct email of any potential issue with a property owner or potential public relations issue. Promptly notify the designated representative via direct email if a property owner requests any change to the standard easement(s) for any Vegetation Management projects. Report all project activity in client's designated database within 24 hours. Use proper execution processes to obtain proper signatures on property rights documents in accordance with state law. Submit check requests for property owner payment and obtain W-9 in accordance with the Guidelines. Create accurate drawings depicting the easement (or other property right) for inclusion in final documentation package. Promptly upload the following to the client's designated database: all documentation required pursuant to the Guidelines (the quality of which must be legible and sufficient for e-filing in applicable jurisdictions), vesting deed, title report, property plat, tax card, verified addresses and phone numbers, Secretary of State documentation, probate documents, appraisal, Exhibit A or Parcel Map, etc. (as applicable), Communication notes (on a daily basis), and Properly executed easement/property rights document (within 24 hours of execution). If unsuccessful with acquisition, all activity and status must be reported in client's designated database and Coordinator must be notified within 24 hours of final communication attempt with property owner. Qualifications KEY QUALIFICATIONS: Classification/Performance Requirements Works to accomplish acquisition requirements with oversight from Contract Coordinator. Under direction of Contract Coordinator, conducts land rights acquisition tasks, including reviewing ownership records, valuations, construction plans, and related documents. Provides effective, professional effort to meet with property owners and other stakeholders to successfully conduct negotiations that serve client's land rights acquisition goals. Collaborates with Contract Coordinator to resolve property owner problems in professional manner. Coordinates with Contract Coordinator to prepare acquisition offer documents. Ability to prepare documents and ensure precision in data and file input and documentation. Prepares files and progress reports/other documentation accurately, timely, and consistently, and Ability to create accurate Exhibit A drawings on an as-needed basis. Must currently have a Georgia Notary or be willing to get it upon notice of selection. Skills and Expertise Required Understands principles of Georgia real estate law, General understanding of interpretation of maps, Knowledgeable in reading and understanding real property descriptions, Proficient mapping (exhibit drawing) skills, Knowledgeable of considerations to consider when making determinations of specific easement and property rights, Must be proficient in English (spoken and written communication) with excellent grammatical skills (bi-lingual in Spanish beneficial), Demonstrated ability in computer skills, including proficiency in use of Microsoft Office products, and Sound business acumen and ability to effectively communicate in writing, in person, and by phone. WHY JOIN AFS? Competitive compensation. Opportunity to work on infrastructure projects. Professional growth and training in the land acquisition field. Comprehensive Health Insurance (medical, dental, vision, HSA), Retirement Plan (company match), Life Insurance, Paid Time Off & Holidays! Work with a dynamic team contributing to essential infrastructure development.
    $42k-64k yearly est. 60d+ ago
  • Chief Executive Officer

    Jarvis Law Office PC 4.2company rating

    Dublin, OH

    Job Description Chief Executive Officer Join a Mission-Driven Team Dedicated to Serving Seniors and Families Empathetic - Client-Focused - Servant Leader - Growth Mindset - Quality-Oriented - Team Player At Jarvis Law, we are seeking an experienced CEO to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you. Who We Are Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio. This role will be based primarily out of our Dublin office, but will need to travel to and work out of all of our offices monthly. Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by: Building trust - Serving as compassionate advisors who treat clients like family. Providing clarity - Guiding families through complex legal matters with empathy and respect. Delivering excellence - Creating personalized, comprehensive legal plans with proactive communication. What We Want First and foremost, our new CEO has to be passionate about our mission of helping families throughout Ohio and West Virginia implement straightforward, sound, elder law plans that work. We are looking for a savvy business leader who keeps a heart for our clients at the center of their leadership because they understand the ultimate human impact of the peace of mind that our work brings. To achieve that human impact, our CEO's role focuses on executing the 2026 business plan, with an eye toward collaboratively developing the 2027 business plan. Our new CEO will bring creativity, accountability, and strategy to the table to achieve revenue and profitability goals. Applicants must be skilled in using data and facts to drive action, with the ability to skillfully monitor and respond to leading and lagging indicators. As this candidate transitions fully into the role, we will look to our CEO to be an aggressive innovator who balances market insight with a passion for helping families protect who and what matters most. As the leader of the firm's C-Suite, the CEO will leverage the efforts of both internal and fractional executives to meet operations, finance, marketing, and sales goals. This works to set and align Jarivs' strategic plan throughout the entire team. Internally, the people on our team are at the core of our work, so any CEO candidate must have a demonstrated record of building inclusive, empowered cultures where people feel excited about their role in realizing our mission, vision, and values. We love transformational, servant, and democratic leadership styles that deliver big results. Externally, our CEO will serve as the steward of our brand who protects and grows our reputation by growing our professional network and attention to our community. About Jarvis Law Office We are an estate and elder law firm helping families throughout Ohio and West Virginia, implementing straightforward, sound plans that work. Our elder law services avoid probate by incorporating estate and estate tax planning, Medicaid planning, asset protection, memory care planning, and special needs planning. Through our work, we help clients maximize independence, age with dignity, get the right care at the right time, create security for loved ones, and navigate healthcare and long-term decisions effectively. Every day, our team feels how important the work they do is to the well-being of the clients we serve. Why Jarvis Law Office? You want to lead an organization that makes a huge impact on people's lives. You are a skilled CEO who thrives when empowered - not micromanaged. You value having the assistance of a skilled legal C-Suite to drive your efforts. You appreciate a flexible work schedule within core, in-person work hours. You desire medical, dental, and vision insurance for you and your family. You are excited about generous vacation/PTO time. You want unparalleled coaching, mentoring, and CLE opportunities. You would love a firm that invests in your retirement with a matched 401K plan. Duties & Responsibilities OVERALL LEADERSHIP Collaborates with the entire C-Suite to ensure coordinated stewardship of business plan execution through leadership, department supervision, data analysis, resourcing, and communication. Advances the organization's mission, vision, values, and brand effectively. Oversees the ongoing operations of the marketing, sales, financial, people, and production divisions in the company and coordinates with division leadership. Oversees and effectively uses all marketing, sales, people, and financial metrics to inform decisions and ensure financial sustainability. Participates in the development and implementation of the long-range strategic plan; monitors and reports on progress and recommends changes/updates. Demonstrates strategic innovation for the firm that seizes on strengths and market opportunities while mitigating weaknesses and protecting from threats. ‘Gets it done' by being results-driven and shifting between strategic and tactical. FINANCIAL LEADERSHIP Reviews the monthly financial results of all operations, comparing them with the company's objectives and taking appropriate measures to correct unsatisfactory performance and results. Establishes and monitors budget performance and stabilizes financial tension. Ensures that the trust account is properly reconciled each month. Participates in effective tax planning strategies and ensures that taxes are filed timely each year. MARKETING & SALES LEADERSHIP Actively fosters community partnerships and professional networks at the local, regional, and state levels to strengthen our brand and expand our reach. Works with the C-Suite to identify appropriate marketing messages that resonate with the ideal A+ client(s) and audience. Works with the C-Suite to build a marketing plan in accordance with the firm's written business plan and to ensure the marketing plan is calendared and that appropriate financial considerations are appropriate and budgeted. Resource pre-engagement glide paths to ensure prospective new clients make an informed decision as to whether and how the firm can help them. PEOPLE & OPERATIONAL LEADERSHIP Has detailed knowledge of the firm's SOPs to promote certainty and accountability for operations and delivers maximum employee performance; ensures that SOPs are firmly and consistently in place and reviewed/updated regularly. With the COO and Managing Attorney, ensures the legal team produces exceptional work-product in an efficient, professional, and reliable manner. Promotes and fosters a firm culture and work atmosphere that develops, retains, and empowers ‘A-team members'. Ensures the company's compliance with all applicable laws, rules, regulations, and standards (including the bar). Anticipates and meets all facility and operational capacity needs to execute the written business plan, including adequate office space, technology, software, licenses, insurance, and other necessary resources. Core Competencies Mission-Focused Committed to create real change in the lives of families we serve Relationship-Oriented Puts people before processes; builds strong relationships with and across team Collaborative Effectively leverages collaboration to drive best practices and engage team members Results-Driven Dedicated to, and accountable for, shared & measurable goals. Creates, resources, scales, and leverages strategies and innovations for maximum impact Brand Steward Grows and protects the reputation and results of the greater network Growth Mindset Confronts setbacks and challenges with a positive, curious attitude; learns & adapts Visionary Confronts the complex realities of the environment and simultaneously maintains faith in a different and better future, providing purpose, direction, and motivation Strategic Thinker Ensures the right people are in the right roles at the right times, fostering commitment, trust and collaboration that intentionally delivers targeted outcomes. Network Oriented Values the power of networks; able to build, maintain, and grow mutually-beneficial professional networks that yield demonstrable brand and business benefits Qualifications Demonstrated, sustained record of accountability and success as a CEO, Executive Vice President, Vice President of Revenue Operations, Vice President of Marketing, Vice President of Sales, or Chief Growth Officer, for a fast-growing professional services firm. Bachelor's degree in business or related fields; MBA preferred. Experience with mergers, acquisitions, or sale of a business is preferred. Responsibility for annual gross revenue of 25M per year or more required. Experience working with multi-location and remote teams. Compensation & Benefits We offer a competitive total rewards package designed to attract and retain top talent: Total Annual Compensation: $200,000, including a base salary and performance-based bonus opportunities. Health & Wellness: Comprehensive medical coverage with access to voluntary supplemental benefits. Life Insurance: $50,000 in company-paid life insurance coverage. Paid Time Off: Generous PTO program plus additional Volunteering PTO to support community engagement.
    $200k yearly 3d ago
  • Case Manager

    Crisp Recruit

    Remote job

    Are you the kind of legal professional who finds fulfillment in guiding clients through important legal processes with clarity and care? Do you thrive in a role where you manage a busy caseload, keep deadlines on track, and ensure nothing falls through the cracks? Can you communicate confidently with clients, courts, and colleagues to keep cases moving smoothly from start to finish? Are you ready to grow with a firm that values professionalism, collaboration, and meaningful client impact every day? Final question: When faced with a challenge, do you get excited or run away? ** IMPORTANT: TO APPLY ** If you have any questions, please email **************** only. Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform. To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens. **RECRUITERS DO NOT CONTACT** Leandro H. Duran Law Offices isn't your average small practice. Based in Walnut Creek, California, this firm brings nearly four decades of legal experience to clients across estate planning, probate, and personal injury. With a reputation for results and a commitment to empowering lives through legal excellence, the practice combines technical precision with a client-first approach that has made a lasting impact in the Bay Area community. Founded and led by attorney Leandro H. Duran, the firm has deep roots in both the personal injury and estate planning fields and continues to expand its reach with the support of dedicated team members. To support this vision, the firm is hiring a Case Manager to take ownership of case progression, from probate petitions and personal injury demands to court deadlines and client communications. This role is ideal for a driven professional who is ready to step in with expertise, initiative, and the ability to make an immediate impact. What you'll do: Probate Case Management: Lead California probate and estate cases from petition to final distribution, including DE111 petitions, DE121 notices, DE147, bonds, publication requests, notices to government agencies, and heir communications. Court Filing & Deadlines: Handle e-filing through One Legal, coordinate with court clerks, track hearings, and ensure all deadlines are met without exception. Docket Oversight: Maintain accurate case calendars, ticklers, and tasks in Clio. Run weekly docket reviews with the attorney and assistant to keep cases moving. Form & Document Preparation: Generate retainer agreements, releases, and court forms directly in Clio. Upload, organize, and manage case files for full transparency. Personal Injury Support: Draft demand packages, assist with discovery plans, prepare interrogatories and requests for admission, and help with settlement documentation. Client Communication: Serve as the client's main point of contact, providing regular updates, collecting documents, and ensuring smooth progress from intake to resolution. Vendor & Referral Coordination: Manage communication with publication outlets, bond providers, reverse mortgage contacts, and referral partners including CRISP Connect. Performance Tracking: Measure progress against court deadlines, client satisfaction, and revenue milestones. Proactively address risks and keep the attorney informed. What we're looking for: Probate Expertise: Minimum 2 to 3 years of hands-on California probate and estate experience. Must know the court forms, timelines, and procedures without training. Clio Proficiency: Comfortable running dockets, automating forms, and keeping thorough documentation in Clio. Remote Work Success: Demonstrated ability to deliver results in a fully remote environment with limited oversight. Personal Injury Knowledge: Familiarity with personal injury workflows such as discovery, demands, and settlement preparation is strongly preferred. Court Filing Skills: Skilled with e-filing, publication requirements, bonds, notices, and court logistics. Independent Ownership: Ability to take full responsibility for cases, drive progress, and resolve obstacles proactively. Clear Communicator: Strong verbal and written communication skills with clients, courts, vendors, and team members. Bilingual Advantage: Spanish fluency is a plus but not required. Tech-Friendly Mindset: Comfortable with Apple systems, DocuSign, Zoom, and leveraging AI tools for drafting and efficiency. Why you should work here: Immediate Contribution: Your probate expertise will make an instant impact, relieving pressure on the attorney and improving client outcomes. Autonomy with Trust: Take ownership of cases and build processes that set the firm up for long-term success. Career Growth: Join at a key stage of expansion, with opportunities to shape the firm's operations and grow into leadership. Direct Access: Work side by side with a seasoned trial lawyer and a dedicated assistant in a collaborative, supportive environment. Remote Flexibility: Enjoy the freedom to work from anywhere while still being accountable for results. Mission-Driven Practice: Be part of a firm that empowers lives through legal excellence and has a strong legacy in both the personal injury and estate planning fields. Additional perks: Retirement Plan: 401k program in line with California requirements. Time Off: PTO and holidays to be structured with the hire. The firm is committed to setting clear and sustainable expectations. Health Coverage: Flexible and open to discussion, with options shaped around candidate needs and firm growth. Tools Provided: Access to Clio, DocuSign, Zoom, and Apple-based technology needed to succeed. If you're looking for a role where you can coast, this is not it. At Leandro H. Duran Law Offices, we tackle complex cases with precision, urgency, and care because our clients deserve nothing less. We believe success comes from discipline, initiative, and a relentless drive to do things the right way. We are not looking for someone to just fill a seat. We are looking for someone who takes ownership, delivers results, and wants to be part of building something bigger.
    $35k-52k yearly est. Auto-Apply 1d ago
  • Escrow Processor

    Empora Title

    Columbus, OH

    Today the real estate closing process is confusing, complex, and filled with unfair costs to the consumer. These consumers are left without an advocate, nor do they feel like they know enough about the process to advocate for themselves. To make things worse, the real estate industry has been slow to deliver a customer-first experience or cost-saving automation, and homebuyers and sellers are left with piles of paperwork and fees they don't understand. At Empora, we're a team of technologists and real estate experts passionately delivering transparency, ease, and equity to this outdated, $36 billion industry. Our mission is to make it easy to buy and sell real estate. We are deeply connected to making the closing process fair, transparent, and empowering. We believe in fast delivery, smart implementation, and constant iteration to solve problems and delight customers. Empora team members enjoy significant autonomy while making meaningful impact through innovative technical solutions, and give individuals the power to drive their own projects and results. If you're energized by the impact you can make at Empora, we'd love to talk to you! General Overview and Expectations: We are seeking an Escrow Processor for our growing team at Empora - at the core of our Escrow Processor's mission is to partner with your Team Lead to anticipate the needs of various parties on the deal and ensure a smooth closing experience from onboarding to recording. We are looking for someone who can establish trust and a sense of reliability through strong attention to detail and a proactive approach to solving problems, along with a relentless focus on the client. You'll leverage a blend of customer support, project management, and Escrow knowledge to gather and organize information, communicate effectively with a wide variety of stakeholders to ensure their different needs are met, complete quality control checks throughout the deal's lifecycle, and support an accurate and timely closing. Location: Columbus, OhioResponsibilities: Deliver Consistently Excellent Closings Quickly and efficiently coordinate lender requirements. Schedule and facilitate signing appointments for all parties on the deal, and communicate all requirements and changes promptly so as to not disrupt closing. Support the overall project management of the transaction by proactively communicating timelines and title items to sellers, as well as any issues that need to be resolved. Manage receipt, status, and return of earnest money. Assist in ensuring files are funded the same day whenever possible. Build Trust with Customers Maintain a relentless focus on our clients (investors we work with as well as any other parties involved in a transaction) by communicating and problem solving effectively and efficiently. Exhibit an ownership mindset through ensuring on-time closings with no surprises. Resolve complex title and closing challenges as quickly as possible through collaborative teamwork - leverage our internal team of experts along with your own skills and expertise. Proactively communicate, de-escalate, and resolve customer issues through a positive, solution-oriented approach. Maintain clear, concise communication and fast response times to both external and internal stakeholders. Support the Accurate Funding and Disbursement of Files Review all contracts, addendums, and agreements for accuracy and potential challenges. Review Lender Title Orders promptly and convey them to the Team Lead. Role Requirements & Qualifications: Required: A drive to challenge the status quo in the title industry 2+ years of experience as an Escrow Assistant, Escrow Officer, Processor, or similar Experience reviewing and analyzing title documents, assisting with clearing title issues, preparing settlement statements, and answering client questions Customer-focused with a problem-solving mindset Collaborates well with others and stays calm under pressure Detail-oriented and highly organized Ambitious, growth-minded, and open to feedback Preferred: Investor experience: knowledge of assignment contracts, transactional funding, double closings, title abstracts, chain of title, legal descriptions, surveys, liens, property taxes, probate, bankruptcy docs, commitments, endorsements, and title policies. Familiarity with Ohio transactions and state-specific requirements Resident and/or non-resident escrow officer or title insurance licenses are a plus Why you'll love working here: Empora offers a unique opportunity to have a significant impact on our product and the trajectory of our company, as well as meaningful growth opportunities for our team members. We are passionate about creating an environment where you can do work you're extremely proud of with a team of high-caliber individuals. Additionally, you'll enjoy these benefits! Competitive compensation Comprehensive medical, dental, and vision coverage and HSAs (we cover 100% of employee premiums and 75% of dependent premiums) Short and Long Term Disability coverage, and Basic Life Insurance Paid parental leave Flexible vacation policy Technology and office setup provided so you can do your best work 401(k) matching This position requires the final candidate to successfully pass an E-Verify check Empora Title is proud to be an Equal Employer Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.
    $25k-35k yearly est. Auto-Apply 60d+ ago
  • Attorney 2, CSEA

    Franklin County, Oh 3.9company rating

    Columbus, OH

    Classification Purpose: The primary purpose of the Attorney 2 classification is to represent the agency in court proceedings for the establishment of paternity and support orders and in contempt proceedings, to supervise assigned staff, and to review cases to determine appropriate action. Job Duties: Represent the agency in court proceedings for the establishment of paternity and support orders and in contempt proceedings. Supervise assigned staff. Review cases to determine appropriate action. Conduct court hearings and negotiations in domestic and juvenile court to establish paternity, child support, and health insurance. Enforce child support orders through contempt motions and enforcement of jail sentences. Prepare case files for hearings. Conduct court hearings and negotiations in domestic and Juvenile court on interstate cases to establish paternity and child support. Reviews, assesses, and approve cases to be filed in court. Attend court hearings in domestic and juvenile court to respond to motions and objections filed by individuals against the agency. Conduct hearings in probate court on complaints to determine heirship and bills in equity. Attend court hearings in the Court of Appeals. Attend court hearings in the United States Bankruptcy Court concerning child support matters. Prepare documents. Perform legal research. Review files in preparation for court hearings. Meet with clients to prepare agreed entries on child support matters. Supervise and evaluate the performance of assigned personnel. Maintain continuing education requirements by attending seminars and other classes. Assist clients with information regarding legal proceedings. Maintain regular and predictable attendance. These duties are illustrative only and you may perform some or all of these duties or other job-related duties as assigned. Major Worker Characteristics: Knowledge of supervision; public relations; agency policy and procedures; interviewing; government structure and process; law. Skills in equipment. Ability to define problems; collect data, establish facts and draw valid conclusions; interpret extensive variety of technical material in books, journals and manuals; interview applicants effectively; prepare meaningful, concise and accurate reports; use proper research methods in gathering data; develop complex reports and position papers; gather, collate and classify information about data, people or things; handle sensitive inquiries; establish friendly atmosphere as supervisor of work unit, resolve complaints from angry citizens and government officials. Minimum Class Qualifications for Employment: Any equivalent combination of relevant training and experience including but not limited to: Juris Doctorate with two (2) years of legal experience. Additional Requirements: License to practice law in the State of Ohio is required. Supervisory Responsibilities: Ability to assign, review, plan, and coordinate the work of other employees, to provide instruction to other employees, to maintain department standards, to recommend the discipline of other employees, and to act on employee problems. Unusual Working Conditions: N/A
    $44k-60k yearly est. 29d ago
  • Wills, Trusts & Estates Senior Associate Attorney

    Beacon Legacy Law

    Remote job

    Job Description At Beacon Legacy Law, we're passionate about helping you preserve and protect your legacy. As a Wills, Trusts & Estates Senior Associate Attorney, you'll be at the heart of our mission, leading with legal expertise and mentoring others within our close-knit team. You'll collaborate with clients and advisors to design strategies that safeguard the future of loved ones, all within a supportive environment that values work-life balance. With no client calls on evenings or weekends, you'll have time to focus on what matters most-both professionally and personally. Join us and enjoy the benefits of remote work options, a competitive salary, and a comprehensive benefits package including medical, dental, vision, and 401(k) matching. At our firm, your growth is our priority. You'll work alongside experienced professionals and have the opportunity to foster your skills while mentoring others. If you're a dependable, detail-oriented professional who thrives on people-oriented projects, Beacon Legacy Law is where you'll find your professional home. Let's make a lasting impact together. Compensation: $125,000 - $150,000 yearly Responsibilities: Our Senior Associate will be a hard-working team player responsible for all aspects of a client's case, including: Communicating with clients and other counsel, and advisers Drafting and/or reviewing documents and pleadings Filing pleadings Overseeing the process of trust funding Attending occasional court hearings Our Senior Associate will serve as the lead attorney on complex cases, demonstrating expertise and strategic insight Qualifications: Other requirements include the following: Must be a member in good standing of The Florida Bar Substantial experience in Estate Planning, Probate, and Trust Administration - note that we are not as concerned with the number of years of experience as we are about the quality of that experience Experience should include drafting at least 300 trust-based estate plans and acting as attorney of record in at least 100 formal probate administration cases Complex expertise in estate planning, which should include charitable trusts, irrevocable trusts, SLATs, ILITs, GRATs, QPRTs, etc LLM in taxation or estate planning and/or Board Certification is strongly desired Experience in Elder Law and/or Guardianship is helpful but not required Strong research and writing skills Excellent organizational skills Provide oversight and guidance to our Associates and other legal staff Counsel associates on legal matters, procedural strategies, and professional development Skills and experience are required, appreciated, and valued, but personality, character, intelligence, and integrity will be paramount considerations. Those who are not team players need not apply. About Company We are a fast-growing and innovative firm that operates an established and highly regarded estate planning/probate law practice. We are passionate about helping clients preserve legacies and protect the futures of their loved ones. We have been in business since 2010 and have helped thousands of clients in that time. We seek team members who embrace empathy, value long-term client relationships, and possess an attention to detail.
    $125k-150k yearly 1d ago
  • Trust and Estate Coordinator

    Holland & Knight 4.9company rating

    Remote job

    The individual in this role will be supporting the Firm's Private Wealth Services practice group and Bequest Revenue program as well as interacting with Firm clients. Key Responsibilities Include: Support the Firm's national Bequest Revenue Program. Run point on individual bequest files. Direct interface with Executors / Trustees, outside attorneys, accountants, and clients to accelerate the distribution of cash and assets from matured bequests. Identify probate mistakes, fraud, tax errors, missed statutory deadlines, and excessive fees. Respond to H&K attorney and client questions. Charge billable time to individual files as a timekeeper via Intapp. Flexibility to work remotely on billable matters with Partner approval. Manage the startup / roll out process for new clients. Organize and convert paper files to H&K's paperless platform, conduct scanning, uploading, and oversee the Level 1 Review process. Prepare website records for attorney review. Attend client and prospective client events outside the office. Prepare marketing materials, proposals and Engagement Letters in support of the Bequest Revenue Program. Organize dinners, meetings, conferences and travel logistics in support of H&K attorneys. Review / organize / edit monthly Pre-Bills. Resolve mistakes and issue clean invoices. Prepare tracking spreadsheets and address outstanding A/R. Respond to all client billing questions. Manage the H&K - Client Escrow accounts. Produce monthly net fee summaries. Qualifications: Excellent verbal and written communication skills. Great interpersonal skills. Experience with Microsoft Office Suite. Organizational and time management skills. Minimum Education: Bachelor's degree preferred but may be substituted for relevant legal work experience. Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below is a list of just some of the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents. Benefits may vary by position and office. Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law. Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP's privacy policies.
    $58k-71k yearly est. Auto-Apply 2d ago
  • Generalist Clinician, ERS

    Netcare Corp 4.3company rating

    Columbus, OH

    TITLE Emergency Response Services Clinician CLASSIFICATION: LSW/LPC GENERAL DESCRIPTION: Responsible for providing telephone triage as it relates to mental health and /or alcohol and other drug crisis intervention. This position is the gateway to Netcare Access. Individuals in this class will perform duties under the supervision of the Director, Community Services. POSITIONS SUPERVISED: None ESSENTIAL DUTIES AND RESPONSIBILITIES: Triage via the telephone by determining the severity of the client's request; provides linkage to appropriate Access locations or other community services and hotlines. Makes appropriate internal/external emergency and crisis intervention referrals; dispatches mobile crisis services (CCR, Probate Pre-screener, Older Adult, Youth Services, Reach Out Worker and Mobile Unit) and or cab or 911 as appropriate. Makes non-crisis referrals for specialized services to other community resources; schedules appointments. Maintains timely and complete documentation of services and activities, which meet the standards of Netcare and accrediting agencies. Performs other duties as assigned. ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES: Ability to engage in problem solving process. Ability to relate to clients with a variety of age, economic/educational backgrounds, personality types and problems. Ability to deal with violent or potentially violent clients. Ability to quickly assess and prioritize information received. May provide services in CIS East, West, or CSU as assigned. Exhibits flexibility and ability to manage multiple demands in a fast-paced environment. Ability to use a range of techniques and interventions. Ability to utilize reference material such as maps, directions and street locations. Basic knowledge of the demographic and human services network in Franklin County. Ability to work in alternate locations as assigned. Demonstrated skills in the use of personal computer to record client data, produce written correspondence or reports. Ability to hear and speak well enough to converse with clients or others employee's in person or over the telephone for a majority of the time. Ability to see well enough and have the manual dexterity and physical ability to access referral source and other information from a wide selection of manuals, texts, etc. while engaged in a crisis intervention telephone conversation with a client. Ability to achieve and maintain certification in required training programs. MINIMUM QUALIFICATIONS: Bachelor's degree required. LSW/LPC 2 years experience in crisis setting; experience with AOD a plus. Posting Date: ___________ Posting Number: _________ ESSENTIAL CORE COMPETENCIES FOR EMERGENCY RESPONSE SERVICES CLINICIAN: Demonstrates DSM IV assessment and diagnostic skills. Ability to provide effective clinical interventions Ability to accurately and succinctly document clinical interventions. Ability to complete required paperwork in a timely and error-free fashion. Ability to apply risk management and problem-solving techniques to clinical/workplace situations. Ability to engage and de-escalate clients in a professional and effective manner. Ability to effectively work as a member of a team. Demonstrates broad knowledge of and ability to access community resources on behalf of clients. Ability to adhere to Agency Policies, Procedures and other expectations. Actively seeks opportunities to develop clinical skills. The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Posting Approvals: Director of Human Resources___________________________________ Date____________ President/CEO ________________________________________ Date____________ Approvals: Immediate Supervisor_________________________________________ Date____________ Manager/Dept. Director________________________________________ Date____________ Acknowledgement of Receipt: The duties and responsibilities of this position have been explained to me and I certify that I have received a copy of this job description. Employee Name: ____________________________________________________________ Employee Signature: ________________________________________ Date___________ Posting Date: ___________ Posting Number: _________ 09.05.02.00-A Rev. 03/14/2011
    $37k-46k yearly est. Auto-Apply 60d+ ago
  • Remote Fractional Paralegal with Elite Virtual Assistants

    We Recruit Well

    Remote job

    YOU MUST BE BASED IN THE US TO BE CONSIDERED!! This is a part-time remote position. If you are looking for a full-time position, supplemental income along with your current full-time position, or if you do not want a 1099 position, this is not the role for you. The pay rate is $25/hour with 8+ years of experience. We consider our team members for regular pay rate increases, every 6 months, between the range of $25-35/hour. Responsibilities may include: Drafting, formatting, and proofreading legal documents, correspondence, and reports. Conducting legal research and summarizing findings for attorney review. Assisting with case preparation, including organizing discovery materials and managing case files. Supporting litigation processes such as document review, deposition preparation, and trial binders. Filing legal documents in state and federal courts, including e-filing where applicable. Communicating professionally with clients, courts, and third parties on behalf of attorneys. Managing attorney calendars, scheduling meetings, and tracking important deadlines. Maintaining accurate and organized records, both electronic and physical, related to active cases and client matters. Supporting a variety of practice areas including litigation, contracts, real estate, probate, or general legal matters depending on client need. Ensuring confidentiality and compliance with ethical and professional standards at all times. Qualifications and Skills: Minimum of 10 years of experience as a Paralegal in a law firm or in-house legal department. Familiarity with a variety of legal areas such as litigation, contracts, real estate, or family law. Proficient in Microsoft Office Suite and Google Workspace; ability to learn and adapt to new software tools. Comfortable navigating legal research tools (Westlaw, LexisNexis, or similar platforms). Excellent organizational and time-management skills with a strong attention to detail. Ability to work independently, manage multiple priorities, and meet deadlines in a remote environment. Strong written and verbal communication skills; professional phone and email etiquette. High level of integrity and discretion when handling confidential legal information. Tech-savvy and proactive with a willingness to take initiative.
    $25-35 hourly Auto-Apply 60d+ ago
  • Remote, Contract-based Washington Estate Planning/Probate Administration Paralegal Opportunity - 20+

    The Freelance Firm, LLC 4.5company rating

    Remote job

    Job DescriptionWelcome to The Freelance Firm! We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated Washington State-based Estate Planning and Probate Administration Paralegal. Remote work hours will vary, but are expected to be approximately 20+ hours per week. Paralegal Requirements: - - Minimum of 3 years' experience in WA Estate Planning and Probate Administration law - High net worth Estate/Probate and Trust administration experience - Strong Estate Plans, Wills and Trusts drafting skills - Preparing Deeds a plus - Spanish fluency a plus - Client focused - Well-organized and proven ability to meet deadlines - Self-starter and able to work independently Our Paralegal pay rate starts at $35/hour. We welcome you to join our established network of legal professionals! Please respond with your resume and we will contact you for a short online meeting to answer all of your questions about this opportunity and The Freelance Firm. Resume submissions will be kept in strict confidence. Please visit our website at ************************ to learn more about us and the services we provide!
    $35 hourly 19d ago
  • Surety - Field Representative - Commercial and Small Contract

    Cincinnati Financial Corporation 4.4company rating

    Remote job

    Make a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and demonstrate that Actions Speak Louder in Person. If you're ready to build productive relationships, collaborate within a diverse team, embrace challenges and develop your skills, then Cincinnati may be the place for you. We offer career opportunities where you can contribute and grow. Build your future with us Our Commercial and Small Contract Surety department is currently seeking an experienced Surety underwriter for field marketing territory in Utah / Idaho. This position is fully remote. Starting pay: The pay range for this position is $85,000 - $150,000 annually. The pay determination is based on the applicant's education, experience, location, knowledge, skills, and abilities. Eligible associates may also receive an annual cash bonus and stock incentives based on company and individual performance. Be ready to: * establish relationships with agencies and producers: * classify agencies according to Surety volume and potential * develop and execute marketing plan * expect 200 agency visits per year as minimum * promote retention and growth of Commercial Surety, CinciExpress, and SuretyBridge lines * develop and maintain Commercial and Small Contract accounts and book of business to achieve growth and profit objectives * work with your home office underwriter on new accounts production: * secure and review credit report(s) * analyze financials and work in process, bond forms and contracts * conduct meetings with agents and contractors * evaluate bond and/or program requests against a contractor's experience and financial capacity and in relation to underwriting guidelines and authority * document results of meetings, discussions and analysis via email, memos * diagnose and recommend solutions to basic underwriting issues * approve, decline, or recommend course of action * communicate underwriting decisions and monitor compliance with conditions * promotion and education of CinciBond2.0 * seeking Commercial Surety Book rollovers * target specific large Commercial Surety Accounts - Probate/Notary/Public Official/L&P * retention of large Commercial Surety relationships * promoting Customer Care Center - Surety * actively communicate with their Sales, Large Contract Surety, and Management Liability Field Representatives * operate consistent with Surety field best practices * manage EDM records in accordance with company policy * know the dynamics of the market and serve as a resource regarding local market conditions, developments, and practices * work with agents and Headquarters to facilitate entry of premium * cooperate with and provide input to Claims * pursue educational and/or learning opportunities (e.g., Associate in Fidelity and Surety Bonding - AFSB) as may be available or recommended Be equipped with: * develop and maintain positive, constructive relationships with agents and associates * communicate effectively, verbally and in writing * support and be responsive to the needs of team members (production assistants, underwriting assistants, support underwriters, underwriting managers, and others) * make efficient use of time (seek or accept help, as needed or appropriate, from HQ team members) * be organized, adaptable * follow through and deliver on commitments * take responsibility for results * knowledge: * possess good, foundational knowledge of contractors and the construction industry * fluent understanding of our: * bond obligations and contracts * construction accounting and analysis * evaluation and extension of surety credit * definition and management of programs * rates and rate filings/procedures * underwriting and administrative tools and procedures Bring education and experience from: * bachelor's degree in Business Administration with a concentration in Finance or Accounting Enhance your talents Providing outstanding service and developing strong relationships with our independent agents are hallmarks of our company. Whether you have experience from another carrier or you're new to the insurance industry, we promote a lifelong learning approach. Cincinnati provides you with the tools and training to be successful and to become a trusted, respected insurance professional - all while enjoying a meaningful career. Enjoy benefits and amenities Your commitment to providing strong service, sharing best practices and creating solutions that impact lives is appreciated. To increase the well-being and satisfaction of our associates, we offer a variety of benefits and amenities. Embrace a diverse team As a relationship-based organization, we welcome and value a diverse workforce. We grant equal employment opportunity to all qualified persons without regard to race; creed; color; sex, including sexual orientation, gender identity and transgender status; religion; national origin; age; disability; military service; veteran status; pregnancy; AIDS/HIV or genetic information; or any other basis prohibited by law. All job applicants have rights under Federal Employment Laws. Please review this information to learn more about those rights.
    $39k-48k yearly est. 60d+ ago
  • Estate Planning Attorney

    Collabera 4.5company rating

    Remote job

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Position Details: Title: Attorney Editor - Estate Planning Duration: 9 month (may extend) Location: Work from home Summary: • Estate planning State Specialist contractors, with substantial experience in estate planning law in Florida / New York • Remote work from 30-40 hours per week • State Bar Admission - New York or Florida required • At least six years' experience working as an estate planning lawyer in a law firm in the specified jurisdiction, and general expertise in estate planning law. • Experience in an estates and trusts group at a large or mid-sized law firm, or at a smaller boutique firm with a group of attorneys focused on estate planning, probate and trust administration. • Experience handling probate and trust administration files as lead attorney. Additional Information To know more on this opportunity, please contact: Monil Narayan ************
    $87k-126k yearly est. 60d+ ago
  • Donor Gift Processing Specialist

    Ohio Living 3.8company rating

    Westerville, OH

    It's fun to work in a company where people truly BELIEVE in what they're doing! Our intention is to have employees who are passionate about making their personal mission statement come to life each day at work! Be it through providing healing, eradicating loneliness, contributing to efficiencies, streamlining processes, being dependable, sparking creativity or something else, the demonstration of HOW you do your job is just as important as WHAT you do in your job. Alongside our valued employees, we are making a difference throughout the state of Ohio in the lives of those that need healthcare or those embracing the next chapter of their lives. Sustained members of our team demonstrate accountable behavior and share our values of customer service, innovation, integrity, inclusion, financial stewardship, leadership and care. The Gift Processing Specialist is responsible for the day-to-day gift management activities through timely and accurate processing, receipting and reconciliation, ensuring adherence to established financial controls, donor intent, and IRS regulations. This role actively contributes to maintaining Customer Relationship Management (CRM) data integrity, assisting with audit preparation and preparing reports to support fundraising, operations, and finance. Essential Activities and Tasks Gift Administration - 60% * Oversees daily gift administration from deposit through acknowledgement, generally maintaining a three (3) business day turnaround for all gifts and commitments. * Ensures daily gift activity balances with deposit. * Assists with the reconciliation of gifts and deposits with the finance team. * Uploads and stores all gifts in our Docuware document management system. * Updates and maintains monthly reporting of restricted gifts. * Prepares standard gift reports and special requests from Executive Directors and other leaders. * Ensures accuracy of charitable payroll deductions for staff members. Operations Management - 15% * Participates in data maintenance projects, identifying issues and updating database records to ensure data integrity. * Acts in place of the Division Director of Foundation Finance and Administration, if unavailable, in all day-to-day operational issues pertaining to gift and data management. Compliance Management - 15% * Monitors gift administration policies and procedures for adherence to new guidelines given by IRS and/or auditors. * Ensures proper restriction documentation for all gifts. * Serve as liaison for the annual audit, providing gift information and reimbursement grant information for the filing of Form 990. * Adheres to federal, state, and local government laws and regulations that govern overall fundraising programs and gift management. Relationship Management - 10% * Collaborates with the Finance Department to identify and implement solutions to support improvements in gift accounting and reconciliation. * Communicates with matching gift companies to ensure intended match of donor's gift is received. * Responds to internal and external donor requests and inquiries related to gifts and commitments. All other duties as assigned. Qualifications Education * High school diploma or equivalent required. * College coursework or equivalent work experience preferred. Experience * One year experience maintaining a database or relevant office experience preferred. * Two years experience in a position of financial stewardship preferred. * Knowledge of financial and audit accounting procedures and IRS regulations preferred. * Knowledge of estate and probate court processes preferred. * Ability to read and interpret legal documents such as trusts, wills, contracts, and federal and state regulations preferred. * Capacity to comprehend complex dataset structure and coding preferred. * Knowledge of philanthropic fundraising methods and ideals preferred. * Proficiency with Microsoft Office (Word, Excel, PowerPoint) required. * Proficiency with Blackbaud Raiser's Edge or other fundraising system software preferred. * Proficiency with Crystal Reports preferred. Other Requirements * Must be able to read, write, speak, and understand the English language. Working Conditions and Special Requirements * Sitting - Up to 8 hours/day * Standing - Up to 4 hours/day * Walking - Up to 2 hours/day * Lifting, pushing, pulling, and moving equipment, supplies, etc - Up to 25 pounds * Risk Category for Exposure to Bloodborne Diseases - III
    $31k-37k yearly est. 36d ago
  • Team Lead- Customer Contact and Collections Center

    Thekey

    Remote job

    For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Qualification: To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Essential Duties and Responsibilities: Support supervision of collections staff with ongoing coaching, constructive process review feedback and weekly metric reporting Maintain the highest level of collections metrics and KPI's Create action plans for collection of aged and outstanding debts Proficient in reading and understanding contract details when collecting outstanding debts Assist all members of collection staff with daily processes and procedures when required Discuss/negotiate payment plans with Collection Managers approval Investigate and resolve discrepancies in payments or accounts Investigate billing errors and disputes and follow up with customers Required Skills, Education and Certifications: Associate or Bachelor's degree in Accounting and/or Finance and/or 5 years' relevant health care experience • 3 years' experience of managing a staff of 5-10 collectors. Intermediate experience with Microsoft Office applications Advanced experience with Microsoft Office Excel and Powerpoint Experience with 3rd party collections partnerships (Preferred) Experience with probate collections (Preferred) Ability to conduct and support team through ongoing account reconciliations Ability to lead change and enforce basic and advanced policies, methods, and procedures Ability to work with minimal supervision Understanding of business processes and impact of such processes on accounting processes/procedures, including identifying control risks Physical Requirements: Ability to lift and carry up to 10-15 pounds. Ability to sit, stand and walk for prolonged periods of time throughout the work day Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc. Benefits for full time employees Medical/Dental/Vision Insurance TouchCare VirtualCare Life Insurance Health Savings Account Flexible Spending Account 401(k) Matching Employee Assistance Program PTO Plan for Non-Exempt Employees Flexible PTO Plan for Exempt Employees Holidays and Floating Holidays Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK
    $57k-82k yearly est. Auto-Apply 6d ago
  • Law Clerk

    Kemba Financial Credit Union 3.8company rating

    Columbus, OH

    Job Description Title: Law Clerk Reports to: In-House Counsel Supervises: None Status: Non-Exempt Objective Law Clerk's primary responsibility is to represent KEMBA Financial Credit Union by assisting In-House Counsel in providing legal support and guidance to various business units and senior management related to credit union activities. Law Clerk is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. This position may involve delegation to associates within the Legal Department at the direction of In-House Counsel. Duties and Responsibilities Assists In-House Legal Counsel in their representation of KEMBA's interests in litigation, transactions, collections, contracts and other business matters and opportunities ensuring that proper policies, procedures, risk mitigation activities and controls are followed Identifies gaps in compliance, policies, practices, and operating controls are reported to In-House Counsel or Senior Management Identifies, researches, and analyzes relevant federal, state, and local legal requirements impacting products, services, and operations Prepares memoranda, correspondence or other materials summarizing and applying research and analysis to credit union issues for In-House Counsel's review. Evaluates new procedures, services and market changes which require legal review Monitors bankruptcy cases to ensure maximum protection of the credit union's assets Follows appropriate policy and procedures for the accurate tracking and reporting of bankruptcy cases Recommends procedures to In-House Counsel to reduce losses Reviews lending and deposit documentation to ensure regulatory compliance and operational simplicity for both internal and external users Drafts and reviews various vendor agreements, including services, purchase, software and technology, consulting, professional services, and other agreements and makes recommendations to In-House Counsel as appropriate Monitors and tracks vendor contracts to ensure compliance with due diligence protocols and act as primary individual responsible for updating vendor management reporting. Manages Vendor Management including preparation of monthly reports; managing Quantivate (NContracts) application; and collaborating with various departments. Develops and maintains reports which document the significant activities of the department. Interprets the reports and recommends appropriate action to In-House Counsel as needed Responds to Member inquiries as needed; provides professional and courteous service to members, whether staff members or natural person members Supports Risk Management and Lending in specialized legal matters including repossessions and foreclosures as appropriate Effectively communicates and works with Risk Management staff and other departments Develops an understanding of credit union history, philosophy, organization, policies, and operational procedures Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs Relates to others beyond giving and receiving instructions: Works well with partners and peers Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Responds appropriately to feedback Performs other duties, including administrative tasks, as assigned Required Qualifications Juris Doctorate from an accredited law school To be admitted to the Ohio Bar within 12 months of hire date Excellent interpersonal, negotiation, verbal and written communication and presentation skills Problem resolution and analytical skills and the ability to interact well with all organizational levels Prior litigation, financial services, contracts, collection, and bankruptcy experience strongly preferred Desired Qualifications Notary Public Knowledge regarding various trust documents and powers of attorney Knowledge of probate court processes and filings Experience with e-filing in state and federal courts Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. #CRPKMB
    $35k-49k yearly est. 13d ago
  • V105- Billing and Administrative Legal Assistant

    Flywheel Software 4.3company rating

    Remote job

    For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: Job Duck is seeking a Billing and Administrative Legal Assistant to support a busy estate planning and probate practice. This role is central to ensuring accurate billing, maintaining organized records, and assisting attorneys with calendaring and drafting tasks. You will play a vital part in keeping operations smooth and efficient by preparing invoices, tracking time entries, and supporting marketing initiatives. The ideal candidate is reliable, detail-oriented, and thrives in a professional environment where trust and consistency are valued. • Salary Range: 1150 USD to 1220 USD Responsibilities include, but are not limited to: Manage billing and invoicing with a focus on ethical billing practices Prepare bills for attorneys and ensure accuracy of time entries Assist with marketing activities, including sending and following up on event invitations Gather information needed for events and maintain accurate records Pre-draft documents accurately and flag errors for correction Track and review time entries for billing purposes Maintain attorney calendars and schedule tasks Draft documents using templates and update them within the CRM Update templates and maintain consistency across documents Keep consistent records in Smokeball CRM Requirements: •Location: Washington (Pacific Standard Time) •Working Hours: Monday to Friday 9 AM to 3 PM PST •2-3 years of experience as a legal assistant •Experience with Billing tasks is required •Familiarity with probate, estate planning, and guardianship matters is helpful •Software Required: Smokeball Work Shift: 9:00 AM - 6:00 PM [PST][PDT] (United States of America) Languages: English, Spanish Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
    $30k-45k yearly est. Auto-Apply 8d ago
  • Paralegal - Estates & Trusts, Probate

    Sirody Bankruptcy Center

    Remote job

    Benefits: 401(k) matching Competitive salary Flexible schedule Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job SummaryWe are seeing an Estates & Trusts Paralegal to join our law firm. In this role, you will draft documents, and update and maintain files. You will communicate with clients to obtain required information and inform them regarding the status of their cases. Much of your time will be spent drafting wills, trusts, and powers of attorney, in addition to probate documents. Attention to detail is critical, in addition to strong communication and writing skills. Responsibilities Prepare wills, trusts, and powers of attorney documents Prepare probate documents Maintain calendar tracking of due dates for filings Communicate with clients Maintain detailed and accurate client records and files Qualifications Excellent command of Microsoft Office suite 3-5 years of experience in the Estates & Trusts and/or Probate practice area Strong organizational Skills Understanding of wills, trusts, and the probate process Strong verbal and written communication skills Strong typing skills This is a remote position. Compensation: $40,000.00 - $55,000.00 per year Our Commitment Sirody Bankruptcy Center is committed to providing the best, most experienced bankruptcy lawyers in the Baltimore area and making the bankruptcy process as easy and stress-free as possible. Our firm provides clients with relief from their debt, along with the opportunity to rebuild their credit and get the fresh start they deserve. We offer a range of specialized services, including real estate loans, mortgage services, and bankruptcy buyouts, that go beyond what most bankruptcy lawyers provide.
    $40k-55k yearly Auto-Apply 60d+ ago

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