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Matter Intake Coordinator

Troutman Pepper Locke LLP
place Richmond, 23224
local_atm $50000 - $70000 USD /YEAR
work_outline
Full Time
Experience:
Avoidant Personality Disorder
Gender Dysphoria
Aging
COVID
Pregnancy, Prenatal, Postpartum
ECT

About Job

We are always seeking talented, motivated, growth-minded, and creative individuals. Our firm is committed to providing employee support and advancement, while embracing inclusion and innovation as keys to a stronger future.

We invite you to explore the position below and to submit your application to join our team!

The Matter Intake Coordinator supports the firm's Multifamily Housing Finance Practice Group and is responsible for the lifecycle management of the practice group’s client and matter data and processes. The Matter Intake Coordinator will play a critical role in the efficient and effective management of new client matters, maintaining the integrity of the practice group’s information and data related to client matters, ensuring compliance with firm policies and procedures, and providing administrative support for the team.

Essential Duties And Responsibilities

  • Assure completion of core processes related to matter intakes and conflicts checks, including status tracking, attorney communication, and direct partnership with the Intake/Conflicts Teams.
  • Submit new matter requests via Intapp and respond to inquiries from the Intake/Conflicts Teams as needed to ensure matters are opened in a timely manner.
  • Ensure compliance with firm policies and procedures to include entering and validating matter and client permissions and restrictions.
  • Research matters and clients to maintain completed profiles in Foundation as well as to provide reporting for attorneys/practice management to provide accurate information to sponsors, originators, and guarantors.
  • Streamline processes and platforms to provide value-added services and needed solutions for attorneys and practice group leadership.
  • Leverage knowledge to recommend enhancements to processes and system configurations to improve data collection and user experience.
  • Regularly audit data in Foundation through reports and perform data cleanup to maintain accurate and relevant data.
  • Provide additional administrative support to the practice group as assigned to include running routine reports, arranging travel, managing expense reports.

Knowledge, Skills, And Abilities

  • Ability to maintain the confidentiality of firm data.
  • Exceptional research and organizational skills.
  • Strong attention to detail.
  • Effective verbal, written, and interpersonal communication skills.
  • Ability to take initiative, set priorities, and see projects through to completion.
  • Ability to adapt to change and balance competing demands while meeting deadlines.
  • Demonstrated ability to recognize and react to situations with a sense of urgency and ownership while maintaining strong focus on customer service.
  • Strong proficiency with Microsoft Office, particularly Excel and information management.

Education And/or Experience

  • A Bachelor’s degree and/or any combination of experience, education, or training that demonstrates the ability to perform the duties of the position.
  • Two (2) to four (4) years of experience in a legal or professional services firm.
  • Experience working with finance practices is preferred.

The Firm will comply with any applicable city or state workplace mandates in effect in regards to Covid-19.

This position description is intended to describe the general content of and requirements for the performance of the job. The statements contained in the position description are not necessarily all-inclusive and additional duties and responsibilities may be assigned as determined by business needs.

This position description does not constitute a written or implied contract of employment.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

By applying for this position, you agree and understand that Troutman Pepper Locke will process your Personal Information pursuant to the terms of our Worker and Applicant Global Privacy Notice. If you have questions about our data handling practices, or you are a resident of California, the United Kingdom, or the European Union and wish to exercise your privacy rights, please contact us at privacy@troutman.com.

Equal Employment Opportunity

Troutman Pepper Locke adheres to a policy of equal opportunity and will make all employment decisions, which include hiring, promotion, transfer, demotion, evaluation, compensation and separation, without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, pregnancy, citizenship, disability, genetic information, marital or armed forces status and any other classification as protected by law.

Compensation is dependent on several factors, such as position, location, education, training, and/or experience.

Hiring Salary Range

$50,000.00 - $70,000.00

Professional Field

professional badgeOther Behavioral, Mental, or Healthcare Field

Patient Focus

Diagnoses

Avoidant Personality Disorder
Gender Dysphoria

Issues

Aging
COVID
Pregnancy, Prenatal, Postpartum

Therapeutic Approach

Methodologies

ECT

Modalities

Families
Individuals

Practice Specifics

Settings

Faith-based organizations
Home Health/In-home
Forensic