Client Service/Zoom Clerk

Location

224 S. Michigan Ave, Suite 800, Chicago, IL 60604

Job title

Client Services/Zoom Clerk

Salary

Competitive salary and benefits

Qualifications

• AA degree; Bachelor’s degree preferred
• Must possess alpha-numerical sorting skills
• Prior clerical job experience and data entry skills helpful
• Good verbal communication skills

Description

Client Services/Zoom ClerkSummary

The Client Service Representative is on the front line of customer service, responsible for coordinating preparation and coverage for §341 meetings, acting as host for Zoom Meetings, and assisting debtors, attorneys and creditors with Zoom Meeting. In addition, the Client Services Representative is responsible for case administrator duties.

Qualifications

Candidates must have the following skills to qualify for this position: Ability to read and interpret complex material; compute statistical data; perform on fairly technical machines; analytical judgment; detail oriented; data entry experience; 10-key by touch; ability to multi-task; ability to work under stress; excellent communication and customer service skills; good grooming habits; poised and confident demeanor; ability to process a high volume of accurate, detailed and quality work product; and ability to work under stress. Bilingual (Spanish) is preferred.

Education requirement

Associates degree; Bachelors preferred.

A minimum of two years of customer service experience.

Classification

Client Services/Zoom Clerk receive overtime pay under the Fair Labor Standards Act.

Organization

Client Services/Zoom Clerk participates as a member of the Case Administration team. The Claims Analyst (Claims) provides coaching and feedback.

Compensation

This position is in wage class 7

and receives compensation within the salary range established for this grade. Compensation is adjusted subject to the guidelines of the performance appraisal system.

Cumulative responsibilities

Employees may be asked to perform any clerical, administrative or financial responsibility as dictated by office needs.

Appraisal

The Claims Analyst (Claims) meets with the Client Service/Zoom Clerk regularly to determine levels of proficiency in assigned tasks and additional training or guidance needed to perform the job responsibilities.

Training

Training is provided in partnership with our employees to help them develop the knowledge and skills required to progress to higher job levels. We encourage appropriate training in a supportive, cooperative learning environment.

Essential Functions

Other Responsibilities

Overview

The essential functions of the Client Services/Zoom Clerk include but are not limited to the following responsibilities:

New Case Entry

Petition Entry

Claims Entry

Case file preparation

Case file preparation responsibilities:

· ensures that all case files have been reviewed the afternoon prior to the day of the §341 meeting;

· verifies that all files have a copy of the petition and a pre-meeting review sheet at the time of the §341 meeting;

· creates and prints plan payment information and places a copy of same in the corresponding case file;

· places a copy of the notice in the corresponding case file;

· organizes the case files in numerical order; and

Confirmation packets

Confirmation packet responsibilities:

Ensures each attorney packet contains:

· 341 meeting notes;

· copy of the confirmation order;

· file-stamped amendments; and

· working copy of the petition.

Ensures each judge packet contains:

· original plus one copy of confirmation order;

· file-stamped amendments;

· unmarked copy of the petition; and

· notice of 341 meeting and confirmation hearing.

Continued on next page

Essential Functions, Continued

Petition processing

Petition processing responsibilities:

· enters information from the petition into our computer system so that the fields contain information from debtor’s petition, plan and schedules;

· analyzes the debtor’s plan by entering plan information on our computer system to ensure that funds are disbursed correctly; and

· notes discrepancies on the petition and bring them to the attention of the Case Analyst (Claims).

Claim processing

Claim processing responsibilities:

· downloads and prints claims filed with the Bankruptcy Court;

· creates a debt record by entering the following information on our computer system:

· debtor’s name and case number;

· creditor’s name, amount owed by debtor;

· disbursement address;

· debt type and value; and

· date debt was incurred.

· processes original and amended proofs of claim;

· troubleshoots claims filed with insufficient information via telephone or in writing; and

· creates letters to creditors for claims filed in duplicate or without proof of security.

Fee order verification

Fee order verification responsibilities:

· enters data so that the data fields contain the correct information from the court orders;

· verifies attorney fee order entries;

· makes docket entries on our computer system when necessary.

Notices

Noticing responsibilities:

· receives court copy, judge copy, and trustee copy of notices via mail from the Clerk of the court and from our noticing agent;

· sorts each type of notice;

· staples certificate of delivery to appropriate notice;

· distributes notices to appropriate parties; and

· checks trustee notices through tickler file and places in corresponding case file on day of meeting.

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Essential Functions, Continued

Creditor meetings

Creditor meeting responsibilities:

· greets customers who arrive for §341 meetings and notes the time of their arrival on the check-in sheet;

· requests and verifies debtor(s) identity documents;

· provides debtor with a Debtor Employment sheet for completion;

· makes docket entries in the database regarding meetings that are not held; and

· answers customer inquiries by direct client contact or by telephone.

Continuance dates

Continuance date responsibilities:

· grants continuance date requests from debtor’s attorney only;

· ensures debtor’s plan is current or that debtor is on payroll deduction; and

· follows the procedure for entering the new meeting date in our computer system.

Meeting room and waiting area maintenance

Maintenance responsibilities:

· ensures that the waiting areas and meeting rooms are kept neat and clean; and

· ensures that each meeting room has an ample supply of business forms on hand.

Customer inquiries

Customer inquiry responsibilities:

· provides courteous, knowledgeable and efficient service to each customer who visits our office;

· responds to telephone inquiries in a timely manner;

· contacts the appropriate staff member to aid in problem resolution; and

· provides appropriate case information to customers upon request.

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Essential Functions, Continued

341 Meeting reports

341 meeting report responsibilities include the following:

· maintains monthly meeting statistics as requested by the Trustee;

· generates and prints monthly reports for the Trustee’s review; and

· maintains online copies of the reports as necessary.

Petition amendments

Petition amendment responsibilities;

· receives amended plans and schedules delivered to our office or dropped in night depository; and

· makes duplicate copies as necessary and distribute to appropriate staff member.

Attorney fee applications

Attorney fee application responsibilities:

· accepts attorney fee applications only during §341 meeting; and

· includes the fee application in the confirmation materials presented to the judge.

Calculate pay stubs

Pay stub responsibilities:

· receives pay stubs through mail from debtors who did not provide it at their §341 meeting;

· determines pay frequency;

· determines impermissible deductions;

· calculates debtor’s monthly net income; and

· enter docket in computer system with calculation results.

Motions

Motion responsibilities:

· receives copies of motions delivered to our office; and

· delivers the motions to the appropriate judge bin as soon as possible.

Continued on next page

Essential Functions, Continued

Phone services

Phone service responsibilities:

· provides courteous, knowledgeable and efficient telephone service to each customer during every call;

· logs on to the ACD phone system at your scheduled time;

· answers all calls within your assigned shift;

· follows up on telephone inquiries; and

· generates, mails or faxes case information as needed.

Other Responsibilities

Non-departmental duties

Non-departmental responsibilities:

· performs any other work task assigned by the Trustee, Managing Attorney, or Case Analyst (Claims).

Job Type: Full-time

Pay: From $21.50 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Customer service: 2 years (Preferred)
• Data Entry : 3 years (Preferred)

Work Location: In person