Bilingual Intake Specialist (Global)

Are you the orchestrator of order in a fast-paced legal setting, adept at maintaining the harmony between client communication and administrative precision?

Do you thrive when handling a steady flow of intake calls, ensuring potential clients feel heard, supported, and guided with professionalism?

Is your meticulous attention to detail matched by your ability to keep clients engaged and cases moving forward?

Final question: When faced with a challenge, do you get excited or run away?

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The Law Offices of Jeremias E. Batista, LLC is a boutique bankruptcy and debt relief law firm headquartered in New Jersey, with expansion into Fort Lauderdale, Florida underway. Attorney Jeremias Batista has built his practice around guiding individuals and families through some of life’s most stressful financial challenges. Known for hands-on client care and detail-driven advocacy, the firm also maintains a small personal injury caseload and referral network.

What sets the firm apart is its balance of professional excellence with accessibility. Clients receive compassionate counsel directly from Jeremias, supported by a lean, dedicated team that values precision, respect, and responsiveness. With over 15 years of experience serving the community, the firm continues to grow by focusing on personalized representation rather than high-volume case turnover.

We are hiring two Intake Specialists to be the first point of contact for potential clients. In this role, you’ll answer inbound calls, walk callers through a structured intake questionnaire, complete digital intake forms, and seamlessly transfer qualified leads to the attorney. You’ll also handle follow-up tasks, document collection, and appointment scheduling to support bankruptcy case progression.

This position is fully remote, ideal for professionals in the Philippines or Latin America who bring strong communication skills, customer service experience, and attention to detail.

What you’ll do:

• Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy.
• Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista.
• Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process.
• Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed.
• Bilingual Advantage: Communicate effectively with English and Spanish-speaking clients when applicable.
• Collaboration: Support the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

What we’re looking for: 

• Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred.
• Detail-Oriented & Accurate: Ability to capture client information precisely—small errors can impact case outcomes.
• Strong Communicator: Professional, clear, and empathetic phone manner.
• Tech-Savvy: Comfortable using digital forms, Zoom, and basic office software.
• Language Skills: English fluency required; Spanish proficiency is a MUST.
• Adaptability: Ability to manage downtime productively with clerical tasks.
• Legal/Bankruptcy Knowledge: Not required, but prior legal, medical billing, or administrative support experience is beneficial.

Why you should work here: 

• Hands-On Training: Shadow Attorney Batista and receive mentorship in client interaction and bankruptcy process fundamentals.
• Impactful Work: Play a key role in helping people facing serious financial stress find relief and hope.
• Professional Development: Access to Crisp Academy training modules for six months to strengthen skills and knowledge.
• Growth Potential: As the firm expands, strong performers will have opportunities for increased responsibility.

Additional perks:

• Compensation: $1,000-$1,300 USD per month, based on experience.
• Flexible Benefits: Discretionary bonuses and wellness perks may be offered (such as health stipends or book club participation, already extended to current staff).
• Work-Life Balance: Standard schedule of 9 AM-5 PM EST, Monday-Friday.

At the Law Offices of Jeremias E. Batista, you’re not just answering phones—you’re the first voice clients hear when they reach out for help. Your role provides dignity and clarity during a difficult time in their lives. If you want to be part of a small but growing team where your work has a direct impact, we’d love to hear from you.

• Tailor your resume and cover letter to showcase bilingual legal intake experience and Excel mastery: list specific metrics (e.g., “handled 60+ bilingual intake calls daily, reducing client onboarding time by 15%”) and include a short bullet describing a custom Excel tracker you built for case status, linking to a view‑only Google Sheet in your application.
• Create a one‑page “Intake Call Playbook” sample: draft a concise script that demonstrates how you greet, qualify, and document a potential client in both languages, and embed a screenshot of the Excel form you’d use to log call details. Attach this as a PDF to your email application to give Crisp Recruit a tangible work sample.
• Prepare concrete examples of remote workflow discipline: be ready to discuss your home office setup (high‑speed internet, dual monitors, noise‑cancelling headset) and how you manage time‑zone coordination for a global client base. Mention any collaboration tools you use (e.g., Teams, Slack) and show a short video (≤2 min) of your screen sharing a live Excel dashboard if the interview invites a practical test.
• Answer the “When faced with a challenge, do you get excited or run away?” question with a brief story: pick a situation where a client’s urgent legal issue threatened a deadline, explain how you proactively reorganized the intake queue in Excel, kept the client informed in both languages, and delivered a solution ahead of schedule—highlighting your excitement for problem‑solving.
• Negotiate salary confidently by researching remote market rates for bilingual legal intake roles: use sites like Glassdoor and Payscale to find the 75th‑percentile range for U.S.‑based remote specialists with Excel skills. When the offer comes, reference your proven metrics (call volume, turnaround time) and the custom Excel tracker you’ve built to justify a compensation package at the higher end of that range.