Paralegal & Client Relations Support Specialist

Company Overview

Our client is a financial services firm that identifies and recovers surplus funds owed to individuals and families following foreclosure. Through our experience, legal partnerships, and commitment to operational excellence, we help clients navigate a complex and often emotional process with clarity, dignity, and care.

Our work is grounded in three core pillars:

Integrity — guiding how we communicate, operate, and honor our commitments

Compassion — shaping how we support clients during difficult life transitions

Excellence — driving accountability and high standards in every aspect of our work

We are a faith-based organization that values transparency, personal growth, and authentic human connection. Our culture encourages emotional maturity, a service-oriented mindset, and a lived faith with Jesus that informs how we serve clients and support one another as a team.

Position Overview

The Paralegal & Client Relations Support Specialist serves as a key operational partner, supporting foreclosure–related case coordination, deed research, and attorney communication while also assisting with proactive client updates and relationship support.

This role bridges legal coordination and client experience. The ideal candidate is highly detail-oriented and organized, with experience navigating county websites, conducting deed searches, and communicating with law firms in real estate or finance contexts. In addition, this individual brings strong communication skills and emotional intelligence, providing professional, timely updates that reinforce trust and confidence with our clients.

Success in this role requires the ability to manage documentation and case tracking with precision while contributing to a responsive, client-centered experience.

Compensation

• $42,000–$50,000 annual salary, based on experience
• Performance-focused role (not quota-based)

Key Responsibilities

Legal & Attorney Coordination

• Communicate professionally with attorneys and law offices regarding case status, documentation, and timelines
• Prepare, review, and organize legal and recovery-related documents
• Track case progress and correspondence within the company CRM
• Conduct county-level record research and deed searches
• Maintain accurate and compliant records

Client Relations Support

• Provide client status updates when additional support is needed
• Respond to client inquiries with empathy and professionalism
• Help clients understand next steps in the recovery process (without providing legal advice)
• Obtain required documentation such as certificates, identification, and court records
• Coordinate internally to ensure accurate and timely client communication

Internal Collaboration & Administration

• Maintain accurate CRM records
• Support reporting related to case progress
• Proactively flag delays or issues
• Assist with workflow and process improvements

Who Thrives in This Role

Successful candidates are proactive, highly responsive professionals who take ownership of their work. They are comfortable navigating county records, understand deed conveyances and inheritance/heirship matters, and can manage multiple priorities without sacrificing accuracy. They communicate professionally in both written and oral communication, lead through initiative, and bring a steady, solutions-oriented mindset to both legal coordination and client support.

They also have a genuine heart to serve others and are motivated by meaningful work. This role is ideal for someone who values personal growth, emotional maturity, and ongoing spiritual development, and who wants to contribute to a team culture grounded in compassion, integrity, and service.

Qualifications

Required

• Paralegal certificate or equivalent experience in a legal or attorney-facing environment
• Experience communicating with attorneys or legal offices
• Strong written and verbal communication skills
• High attention to detail and organization
• Emotional maturity when handling sensitive situations
• Ability to manage multiple priorities
• Proficiency with computers and CRM or case management systems

Preferred

• Experience in foreclosure, real estate law, or financial services
• Familiarity with HubSpot or similar CRM platforms
• Spanish language skills (a plus)
• Alignment with faith-based values and interest in personal growth

Core Attributes

We are seeking someone who is:

• Integrity-driven and trustworthy
• Compassionate and calm under pressure
• Detail-oriented and process-minded
• Coachable and collaborative
• Team-oriented with a service mindset

Work Schedule

• Full-time, remote position
• Flexible scheduling with alignment to core business hours

Company Benefits

• W-2 employee classification for US based
• Health insurance eligibility following a 90–120 day introductory period