Job description
Job Title: Funding Processor
Classification: Contractor (Prestador de Servicio)
Location: Remote
Department: Probate
Supervisor: President
The Company:
Rockpoint Legal Funding is one of the largest and most reputable non-recourse legal funding companies on the West Coast, offering a helping hand to plaintiffs and their families while their attorneys fight for a fair settlement. Rockpoint’s services help facilitate optimal case outcomes by providing critical funds and accessible medical treatment to plaintiffs as well as operational efficiencies and capital to law firms. Rockpoint prides itself on uncompromising ethical principles and excellent customer service. Founded in 2015, Rockpoint has realized consistent quarter-over-quarter growth and is well on pace for continued success.
Rockpoint is the sole funding company to have an endorsement from the Consumer Association of California (CAOC), the statewide consumer attorney association
Position Description:
Rockpoint Legal Funding is looking for a proactive and resourceful team member to support our Probate Funding team in managing client relationships and day-to-day funding operations. This role works closely with internal teams to ensure efficient case management and requires a hands-on, solutions-oriented mindset.
The ideal candidate will handle all aspects of the funding process, actively communicating with courts, attorneys, case managers, vendors, and clients. Strong problem-solving, communication, and relationship-building skills are a must. If you excel at client service and operational coordination, we encourage you to apply!
Responsibilities:
- Respond to incoming and outgoing calls and emails from clients, providing guidance and support throughout the funding process.
- Assist inactive clients during the reintroduction process by answering questions, addressing concerns, and helping restart stalled applications.
- Handle client requests with a strong understanding of Rockpoint’s products and services, identifying cross-sell opportunities to maximize fundings.
- Gather and verify case details by coordinating directly with courts, vendors, law firms, and beneficiaries.
- Obtain probate court documents by contacting county clerks, utilizing online resources, ordering runners, or following up with law offices.
- Call, email, and follow up with attorneys or paralegals to collect required case information.
- Prepare and organize complete, accurate files for underwriting review.
- Assist in drafting and coordinating contracts required for funding.
- Order and coordinate mobile notary services for documents requiring wet signatures.
- Make proactive outreach calls to help move the funding process forward and reduce delays.
- Maintain accurate and up-to-date records of all applications and interactions.
- Manage a high-volume caseload efficiently and with attention to detail.
- Perform other duties as assigned to support department operations.
Qualifications:
- Must have Paralegal or Case Manager experience, preferably in probate law.
- Must be detail-oriented, very organized, and possess a strong multitasking ability.
- Must be an energetic and reliable individual who can thrive in a fast-paced, performance-driven organization.
- Should have high emotional intelligence, charisma, interpersonal skills, and the ability to read between the lines and ask the right questions.
- The individual must possess the following knowledge, skills, and abilities and be able to explain and demonstrate that he/she can perform the job’s essential functions, with or without reasonable accommodation.
- Excellent communication skills (verbal, listening, writing). High level of comfort and confidence on the phone and the ability to communicate effectively through email.
- You must speak fluent English and Spanish.
- You must have a high-speed internet connection at your home (80 Mbps)
- Up-to-date laptop with at least 8GB RAM
- You must have a working computer system. Two computer monitors are a plus!
Rockpoint’s Core Values:
- Be Efficient
- Be Collaborative & Communicate Constantly
- Be Accountable
- Be Ethical, Always
- Care
- Have Fun!
Continued Opportunities:
Opportunities for career growth are bountiful. We encourage associates to learn and grow.
Compensation:
$10.00 - $12.50 USD / Hour DOE
Benefits:
- Paid Holidays
- 5 PTO Days / Year
HOW TO APPLY: Please submit a current resume and optional cover letter. Please be prepared to submit references during the interview process, and upon offer of employment; candidates will be required to complete a background check by a third-party agency.
