Crisp Professional Development

Bilingual Intake Specialist – Global

Crisp Professional Development

full-time

Posted on:

Origin:  • 🇵🇭 Philippines

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Salary

💰 $1,000 - $1,300 per month

Job Level

Mid-LevelSenior

About the role

  • Answer inbound client intake calls (5-10+ daily) and follow a structured intake questionnaire.
  • Complete digital intake forms accurately and submit completed forms into the system.
  • Transfer qualified leads/calls smoothly to the attorney (Attorney Batista).
  • Perform clerical support: document collection, appointment scheduling, and secondary case write-ups to support bankruptcy filings.
  • Coordinate follow-up with potential and current clients to ensure required documents are received and appointments are confirmed.
  • Communicate with English and Spanish-speaking clients as needed.
  • Collaborate with the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

Requirements

  • Prior intake, call center, or customer service experience is strongly preferred.
  • Ability to capture client information precisely; detail-oriented and accurate.
  • Professional, clear, and empathetic phone manner; strong communicator.
  • Comfortable using digital forms, Zoom, and basic office software.
  • English fluency required; Spanish proficiency is a MUST.
  • Ability to manage downtime productively with clerical tasks.
  • Legal/bankruptcy knowledge not required but prior legal, medical billing, or administrative support experience is beneficial.
  • Able to work a standard schedule of 9 AM-5 PM EST, Monday-Friday.
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