Application Intake Specialist - Legal Funding

Application Intake Specialist - Legal Funding | Marietta, GA

Help Plaintiffs Access Critical Financial Support During Legal Cases

Location: Marietta, GA (Full-Time)

About First Choice Funding

First Choice Funding is Atlanta's leading pre-settlement funding provider for personal injury and civil litigation plaintiffs. We help clients access fair, fast financial assistance while awaiting settlements.

Why Join Us?

• Growing Company: Rapid expansion with advancement opportunities
• Meaningful Work: Help people during challenging times
• Career Growth: Clear path to case management and legal services roles

Your Role: First Point of Contact for Legal Funding

As Application Intake Specialist, you'll process funding applications from plaintiffs and attorneys while providing compassionate client support in a fast-paced legal environment.

Key Responsibilities

Client Communication

• Handle inbound calls/emails from plaintiffs and attorneys with professionalism and empathy
• Guide clients through application processes and explain funding requirements
• Provide exceptional service to clients experiencing legal and financial stress

Application Processing

• Process new funding applications efficiently and accurately
• Conduct initial screening for funding criteria and compliance
• Review forms for completeness and identify missing information
• Manage high-volume intake while maintaining quality standards

Document Management

• Collect and verify police reports, medical records, attorney letters, and court filings
• Follow up systematically with law firms for additional documentation
• Organize case files and maintain accurate records in case management system
• Prepare comprehensive packages for underwriting review

Quality & Compliance

• Input case data with precision for underwriting team
• Ensure proper file organization per company procedures
• Identify red flags or inconsistencies for escalation
• Maintain strict confidentiality and data protection

What You Need

Required:

• High school diploma (college degree preferred)
• 1-2+ years legal intake experience, preferably in personal injury law firms
• Excellent communication and organizational skills
• Proficient in Microsoft Office; CRM/case management systems experience
• Comfortable with sensitive legal and medical information

Strongly Preferred:

• Personal injury law firm intake experience
• Familiarity with medical records, police reports, and legal documentation
• Experience with personal injury case timelines and settlement processes
• Knowledge of medical terminology and injury-related documentation
• Bilingual (Spanish/English)

Key Traits:

• Proven experience managing personal injury case intake and client communications
• Strong understanding of PI case documentation and settlement processes
• Expert multitasking in deadline-driven legal environment
• Proactive problem-solving with complex legal and medical documentation
• Quick adaptation to new legal funding processes and compliance requirements

Compensation & Benefits
 Benefits: Medical, dental, vision, 401(k), PTO, paid holidays
 Schedule: Monday-Friday, standard business hours
 Growth: Clear advancement to senior specialist, case manager, or underwriting roles

Career Path

Application Intake Specialist ? Senior Intake Specialist ? Case Manager ? Underwriting Specialist ? Department Manager

Apply Now

Join our team providing hope and financial stability to people pursuing justice. Your attention to detail and compassionate approach directly impacts clients' lives.

Ready to start your legal services career? Apply today!

Keywords: Personal injury intake, legal intake specialist, law firm experience, case management, PI law firm, legal assistant, personal injury paralegal, legal funding, medical records review, Atlanta legal jobs, Marietta employment

Equal Opportunity Employer. Apply with resume and brief cover letter explaining your interest in legal services.

 Required:

• High school diploma (college degree preferred)
• 1-2+ years legal intake experience, preferably in personal injury law firms
• Excellent communication and organizational skills
• Proficient in Microsoft Office; CRM/case management systems experience
• Comfortable with sensitive legal and medical information