Libra Solutions

Case Coordinator

• Comfortable managing active caseload of (100-150) cases
• Grow relationship with law firms and medical providers
• Communicate effectively with attorneys, clients and medical providers to ensure best care and best service possible.
• Effectively oversee medical treatment for accident victims, including but not limited to scheduling and coordinating appointments, analyzing medical records and arranging transportation.
• Assess and make funding decisions up to $25K
• Maintain workflow through prioritization of daily and weekly tasks
• Perform weekly metrics by reviewing dashboards, verifying data, and noting basic trends to support accurate case tracking.
• Collaborate with internal stakeholders to ensure service levels and revenue goals are met.
• Occasionally assist with training new team members.
• Provide the best customer service daily.

General

• - Tasks aimed at managing and filing medical liens for patients involved in personal injury claims.
• - Coordination with Healthcare Providers. Work closely with healthcare providers to obtain the necessary documentation, such as medical records and billing information.
• - Communication with Legal Professionals
• - Patient Support and record keeping
• - Lien Filing Compliance and Policy Adherence
• - Work collaboratively with other team members within the organization to streamline processes and improve the overall effectiveness of lien management.
• - Filing liens either in person or online is integral to this position.
• - Ability to work collaboratively with a diverse team of healthcare professionals.

Medical Lien Specialist

Financial Planning and Analysis

• Build analyses and forecasts for large investment opportunities and strategic business decisions. Present complex financial information to Executives, and non-financial personnel
• Prepare and analyze quarterly risk review analyses and presentations. Identify areas of risk within the company portfolio, and help identify solutions and make recommendations
• Assist in consolidating and analyzing financial statements, forecasts, and budgets
• Coordinate, prepare and analyze monthly, quarterly, and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results
• Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions
• Create effective PowerPoint presentations for Board meetings on a monthly and quarterly basis
• Perform ad-hoc financial and operational analysis
• Take on special projects as required
• Develop SQL queries for ad-hoc analyses and monthly reporting

Financial Analyst

Legal Assistant

• Supervise and manage a team of servicing representatives, including daily workflow oversight and task prioritization.
• Maximize positive customer outcomes while delivering identified customer experience and financial performance targets.
• Ensure delivery of targeted performance metrics and SLAs.
• Monitor account aging, statusing and collection progress, and key performance metrics; address issues and escalate complex scenarios as needed.
• Collaborate with internal partners including Revenue, Finance, Legal, Accounting, and Operations teams.
• Support hiring, onboarding, and continuous improvement initiatives within the team and systems.
• Provide reporting, insights, and recommendations to the Director, Servicing.
• Conduct regular one-on-one meetings, performance coaching, and ongoing training for team members.
• Approve employee timecards and manage attendance and scheduling.

Supervisor, Legal Assistant

Account Manager

• Manage a book of assets based on accounts/law firms and serve as the primary post-funding firm manager
• Obtain quarterly updates from law firm partners
• Negotiate account balance deductions at the conclusion of cases
• Verify account data is accurate
• Identify opportunities for new business or maintenance needs and collaborate with assigned salesperson to accomplish
• Deliver exceptional customer service
• Identify opportunities to drive new and recurring business
• Evaluate ongoing performance of law firm accounts against the standards of each product and determine proper escalation when needed

Legal Assistant – Account Manager

Customer Support

• Answer approximately **75–80 inbound customer calls per day** from consumers interested in applying for pre-settlement funding.
• Provide outstanding customer service while educating consumers about available products and services.
• Accurately collect and document customer information within company systems.
• Guide applicants through the intake and onboarding process while ensuring a positive customer experience.
• Meet or exceed established sales, quality, and productivity goals.
• Demonstrate empathy and professionalism when assisting customers experiencing financial hardship.
• Utilize CRM and other internal systems to maintain accurate records and follow-up activities.
• Collaborate with internal teams to ensure timely processing of customer applications.
• Follow established call scripts, compliance requirements, and company procedures.

Customer Support Associate

Business Development Rep

• Develops and builds relationships with attorneys and law firms
• Reaches out to attorneys and sets schedule of weekly meetings
• Develops new relationships with attorneys and law firms, and fosters existing attorney relationships to grow the business
• Engages in ongoing dialogue with attorneys to keep MoveDocs top-of-mind to encourage use of our technology
• Responsible for all attorney contact including follow up, answering questions and training on MoveDocs technology
• Assists and schedules plaintiffs for services as requested by attorney clients
• Develop and strengthen relationships with attorneys, case managers, paralegals, and law firms across the assigned Region
• Promote and grow usage of the MoveDocs platform for medical scheduling and case workflow solutions
• Generate and expand pre-settlement funding opportunities through Oasis Financial
• Schedule and conduct weekly in-person and virtual meetings with law firms
• Maintain ongoing communication to keep Libra Solutions top-of-mind
• Train firms on platform functionality, attorney portal tools, and funding solutions
• Assist with attorney requests, service coordination, and follow-up needs
• Maintain accurate activity notes, pipeline updates, and account plans in CRM systems
• Collaborate internally with operations, underwriting, provider relations, and leadership teams

Business Development Executive

Representative

• - Regularly communicate with clients, medical providers, and internal teams via phone and email to resolve queries, provide updates, and manage expectations.
• - Reconcile accounts, track outstanding medical records and billing and coordinate with clients and internal teams to request payments or post received payments.
• - Work closely with department managers and business development teams nationwide to ensure smooth communication, resolve issues, and contribute to the overall success of the team.
• - Develop and maintain process documentation, procedures, and job aids to streamline workflows and ensure consistent execution.
• - Build strong working relationships with medical providers, business development teams, and clients, ensuring a customer-focused approach and promoting positive interactions.
• - Pivot effectively between various responsibilities and priorities, ensuring that tasks are completed efficiently while maintaining high-quality service.
• - Develops rapport with the attorneys, firms, and medical providers.

Provider Solutions Representative

Processor

• - Reviews cases prior to funding
• - Ensures all funding procedures are followed for each case
• - Reviews contracts
• - Sends cases back for rework when needed
• - Run identity checks, bankruptcy checks and MLA (Military Lending Act) reports
• - Schedules payments to go out via Western Union, ACH, check, wire or through our 3rd party vendor Kyck Global

Funding Processor

Supervisor

Supervisor, Servicing

Inside Sales

• Make outbound calls to generate new business and build rapport.
• Develop and build relationships with all attorneys and leading law firms in your assigned territory.
• Responsible for developing new relationships with attorneys and law firms to increase and build referral business.
• Responsible for overseeing all contact with attorneys: initiating contact, following up, answering attorney questions.
• Engage in ongoing dialogue with attorneys to keep Oasis top-of-mind and help build strong relationships.
• Assist Regional Directors with day-to-day activities including covering their cases when they are out.

Inside Sales Account Manager

• Drive the overall strategy to optimize revenue opportunities with law firms and providers throughout the region
• Identify, prioritize, and develop high-value law firm relationships
• Build and execute regional growth plans focused on:
• - New business acquisition
• - Existing account expansion
• - Cross-selling and multi-product adoption
• - Long-term strategic partnerships
• Utilize Salesforce, Power BI, and internal reporting to identify opportunities and improve business performance
• Lead, coach, mentor, and develop a team of Business Development Executives (BDEs)
• Create a culture of accountability, execution, and professional growth
• Conduct regular coaching, performance management, and talent development activities
• Participate in recruiting, hiring, onboarding, and succession planning efforts
• Drive accountability around goals, activity standards, and business outcomes
• Ensure execution of company policies, procedures, initiatives, and leadership directives.
• Maintain accountability for:
• - Expense management
• - Salesforce activity compliance
• - Campaign execution and tracking
• - Performance reviews
• - Strategic initiative implementation
• Drive consistency and execution across the region
• Partner closely with Senior Leadership, Product, Operations, Marketing, Analytics, and Strategic Partnerships teams
• Share market intelligence and best practices
• Influence company strategy through customer and market insights

Regional Vice President, Business Development

• Comfortable managing active caseload of (100-150) cases
• Grow relationship with attorney firms and medical providers
• Communicate effectively with attorneys, clients and medical providers to ensure best care and best service possible
• Effectively manage medical treatment for accident victims, including but not limited to scheduling and coordinating appointments, analyze medical records and arrange transportation
• Assess and make funding decisions to $10K
• Maintain workflow through prioritization of daily and weekly tasks
• Collaborate with internal stakeholders to ensure service levels and revenue goals are met
• Occasionally assist with training new team members

• Libra Solutions helps simplify and ease the burden of legal processes for plaintiffs, heirs, and the attorneys and doctors who serve them.
• By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it most.
• A Case Coordination Representative is proficient at evaluating a prospective case and making funding related decisions based upon its merits.
• This role is also responsible for articulating the Libra process, mission statement and fostering relationships across the legal and medical communities.

• - Comfortable managing active caseload of (100-150) cases
• - Grow relationship with attorney firms and medical providers
• - Communicate effectively with attorneys, clients and medical providers to ensure best care and best service possible
• - Effectively manage medical treatment for accident victims, including but not limited to scheduling and coordinating appointments, analyze medical records and arrange transportation
• - Assess and make funding decisions to $10K
• - Maintain workflow through prioritization of daily and weekly tasks
• - Collaborate with internal stakeholders to ensure service levels and revenue goals are met
• - Occasionally assist with training new team members