Case Lead

Posted 24 Days Ago
Be an Early Applicant
Houston, TX
In-Office
15-17 Hourly
Entry level
Information Technology • Legal Tech • Consulting
The Role
The Case Lead will oversee record retrieval processes, manage communications with custodians, process payments, and ensure timely record submission.
Summary Generated by Built In
About Us:
 
Magna Legal Services provides end-to-end legal support services to law firms, corporations, and governmental agencies throughout the nation. As an end-to-end service provider, we can provide strategic advantages to our clients by offering legal support services at every stage of their legal proceedings.

Job Description:
 
Job Title: Case Lead
 
Position Summary:
 
Magna Legal Services is seeking a detail-oriented and proactive Case Lead to oversee the administrative process of retrieving requested records for our clients. In this role, you will be responsible for coordinating record requests with custodians via phone, email, and mail, processing payments, and ensuring the timely retrieval and submission of records. Your ability to communicate effectively, manage multiple tasks, and maintain accurate documentation will be critical to the efficiency of our operations. This position is on-site at our office in Houston, Texas. 

Key Responsibilities:

  • Manage inbound and outbound calls in a professional and timely manner.
  • Maintain accurate records of all communications in our call center database.
  • Process and match custodian invoices with open orders, retrieving all supporting documents to authorize payments via portals, email, or mailed checks.
  • Communicate with custodians regarding record discrepancies, payment inquiries, and other related issues.
  • Retrieve records and ensure their proper submission to the production department.
  • Expedite record requests efficiently through phone, email, or online portals.
  • Identify and resolve issues that may arise during the record retrieval process.
  • Perform other administrative and case-related tasks as assigned.

Qualifications:

  • Strong phone and verbal communication skills with active listening abilities.
  • Excellent attention to detail and accuracy in record-keeping.
  • Ability to multitask, prioritize tasks, and manage time effectively.
  • Proficiency in Microsoft Outlook, Word, and Excel.
  • Strong problem-solving skills and ability to work efficiently in a fast-paced environment.
  • Experience with MR8 software is a plus.
  • Ability to commute to the office in Houston, TX.

Compensation: USD $15.00 - $17.00 per hour. 

An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of the total compensation package for employees.

Magna Legal Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Top Skills

Excel
Microsoft Outlook
Microsoft Word
Mr8 Software
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The Company
Philadelphia, PA
210 Employees

What We Do

Magna Legal Services is a legal services company specializing in legal support services.

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