Intake Specialist Job at Octagon Consulting LLC, Brownsville, TX

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  • Octagon Consulting LLC
  • Brownsville, TX

Job Description

Job Description

Job Description

Immigration Intake Specialist

JOB DESCRIPTION

The Immigration Intake Agent processes and ensures all eligibility requirements are met prior to entry. Provides potential clients the ultimate telephone and in-person experience. It requires the right combination of telephone skills, empathy, and ability to investigate the root of their problems. No prior legal experience is necessarily required, but the ability to learn quickly about the immigration system is required.

Essential Duties and Responsibilities:

  • Logging and organizing intake paperwork on internal server and case management database; and communicating with team members to facilitate the intake and consultation process.
  • Convey confidence that we can help potential clients with their immigration matters
  • Show empathy to clients and put them at ease
  • Basic data entry to create the prospect and client records in our tracking systems
  • Use the online tracking system and/or Excel to generate reports and compile metrics regarding volume and quality of leads, and sales conversion rates
  • Demonstrate exceptional communication skills
  • Proficient in working with web-based online programs
  • Ability to speak both Spanish and English fluently is required

Experience, Competencies and Education:

  • Requires High School diploma or GED.
  • Valid Texas Driver’s License
  • 35-40 WPM typing
  • English and Spanish fluency
  • Basic computer skills, ability to multitask, toggling multiple computer systems.
  • Stress tolerance and ability to maintain a professional demeanor.
  • No prior legal experience is necessarily required, but the ability to learn quickly about the immigration system is required.
  • Successfully pass a Drug & Alcohol examination and a Background Check.

Physical Requirement:

  • Ability to exert up to 35-50 lbs. of force occasionally or a negligible amount of energy frequently to lift, push, pull or otherwise move objects. Requires light to medium work that involves walking or standing virtually all the time, considerable skill, adeptness and speed in the use of fingers, hands or limbs in tasks involving close tolerance or limits of accuracy.

-now

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