Talent.com
New Business Intake/Conflicts - Fort Worth
New Business Intake/Conflicts - Fort WorthDirect Counsel • Arlington, TX, US
New Business Intake / Conflicts - Fort Worth

New Business Intake / Conflicts - Fort Worth

Direct Counsel • Arlington, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for Maintaining Daily Workflow, Running Conflict Checks, Making Client Matter adjustments, and Assigning Client Matter Numbers for the Firm. As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.

CORE RESPONSIBILITIES

  • Complete detailed Conflict of Interest Report including necessary internet searches
  • Consult the NBI Reference Manual for proper procedures and information
  • Assign Client Matter numbers
  • Notify Attorneys of Issues for Matter Opening Process
  • Assign Affiliations for all Client Matters
  • Maintain all Client Matter Modifications
  • Process Dunn and Bradstreet reports (DNBi) / Hoover
  • Maintain system integrity and data base clean up
  • Complete Exiting Attorney Reports and requests for attorney to close Client / files
  • Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
  • Maintain client and employee confidences; protect operations by safeguarding confidential information
  • Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
  • Work efficiently and prioritize tasks in a fast-paced environment

Experience and Education

  • 2 years NBI / Conflicts experience.
  • Prior legal industry new business intake / conflicts experience preferred.
  • Preferred : Bachelor’s degree or combination of education and experience

    • SKILLS & ABILITIES

  • Proficient in MS Office applications;
  • Proficient in computerized Conflicts / Workflow software;
  • Excellent analytical and research skills;
  • Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
  • Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files.

    • Salary and Benefits :

  • Salary : $55k / yr -$80k / yr depending on experience
  • Benefits : Comprehensive Benefits
  • Hybrid work schedule
    • [job_alerts.create_a_job]

    Fort Worth • Arlington, TX, US

    [internal_linking.similar_jobs]
    National Health and Wellness Specialist

    National Health and Wellness Specialist

    Pegasus Senior Living • Grapevine, TX, US
    [job_card.full_time]
    Do you have a passion to serve Seniors? More importantly, do you want to know that every day you are making a difference in a resident’s life? Then come join our team!.Great Place to Work Cer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Legal Operations Specialist

    Legal Operations Specialist

    RK Management Consultants, Inc. • Irving, TX, US
    [job_card.full_time]
    The Business Operations Specialist / Legal Analyst plays a critical role in Legal & Compliance (L&C) Transformation and Operations team and is responsible for driving strategic process improv...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Direct Sales Representative

    Direct Sales Representative

    True North Group LLC. • Waxahachie, TX, US
    [job_card.full_time]
    Join Our Team at True North Group!.Position : Direct Sales Representative.Number of Openings : 1 Territory Sales Position Available. About Us : At True North Group, we’re more than just an insura...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Intake Specialist

    Intake Specialist

    Foundation Communities Inc • Arlington, TX, US
    [job_card.full_time]
    The Dallas Community Tax Centers are currently seeking individuals to fill the positions of Intake Specialists at our tax preparation sites for the upcoming tax season. This position requires excell...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Facilitator Lead (Life Company) - Empowering Military Community Support (PLANO)

    Facilitator Lead (Life Company) - Empowering Military Community Support (PLANO)

    USAA • Prestonwood, TX, US
    [job_card.full_time]
    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the 1 choice for the...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vacation Sales Representative

    Vacation Sales Representative

    Hilton Grand Vacations • Grapevine, TX, US
    [job_card.full_time]
    Do you love the outdoors and enjoy helping others plan their next great adventure? Join Hilton Grand Vacations as a Vacation Sales Ambassador inside Bass Pro Shops, where you’ll connect with ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Inside Account Generalist, Spectrum Business

    Inside Account Generalist, Spectrum Business

    SPECTRUM • Coppell, TX, US
    [job_card.full_time]
    This role requires the ability to work lawfully in the U.Ready to partner with new and existing clients and drive prospecting efforts through extensive account research? You can do that.Do you want...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    North America Compensation Lead

    North America Compensation Lead

    Aon • Farmers Branch, TX, United States
    [job_card.full_time] +1
    Are you ready to join our dedicated team and partner with aligned Executive Teams and People Organization Leaders?.This is a hybrid role with the flexibility to work in one of our US Aon offices th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Territory Sales Manager

    Territory Sales Manager

    Liberty Tire Recycling • Midlothian, TX, US
    [job_card.full_time]
    At Liberty Tire Recycling, we're building a sustainable future - one tire at a time.As North America's leading tire recycler, we offer a unique opportunity to make a real impact on the envi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outbound Sales Advocate III

    Outbound Sales Advocate III

    SkyOne Federal Credit Union • Lewisville, TX, US
    [job_card.full_time]
    Join SkyOne Federal Credit Union as a Full Time Outbound Sales Advocate III in Lewisville, TX, where your success is celebrated and your contributions are valued. This onsite position allows you to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Delivery Driver - Sign Up and Start Earning

    Delivery Driver - Sign Up and Start Earning

    DoorDash • Italy, TX, US
    [job_card.full_time] +1
    Why Deliver with DoorDash? DoorDash is the 1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Intake Manager

    Intake Manager

    Lisinski Law Firm • Dallas, Texas, United States, 75248
    [job_card.full_time]
    Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases.We look at all possible options to keep our clients in the United States with t...[show_more]
    [last_updated.last_updated_1_day]
    Business Development Consultant - NT-Ware

    Business Development Consultant - NT-Ware

    Canon U.S.A., Inc. • Irving, TX, United States
    [job_card.full_time]
    Business Development Consultant - NT-Ware.US-NY-Melville | US-MO-Clay County | US-CO-Denver | US-TX-Irving | US-CA-Irvine | US-KS-Wichita | US-IL-Itasca | US-WA-Seattle. Business Developer (Business...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel MRI Tech in Irving, TX - Make $1,980 - $2,340 / week

    Travel MRI Tech in Irving, TX - Make $1,980 - $2,340 / week

    Saltu Staffing • Irving, TX, US
    [job_card.full_time]
    Length of Assignment- 13 weeks.Work Schedule- 3x12s, Tues-Thurs, AM.Dedicated credentialing and onboarding support.Transparent communication around. Pay listed above includes taxable wages and tax-f...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Growth Consultant

    Sales Growth Consultant

    Ohana Outreach Financial • Waxahachie, TX, US
    [job_card.full_time]
    This opportunity is ideal for people serious about increasing income through sales.You’ll work warm leads using a repeatable, structured process. Execution and consistency directly impact adva...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Associate

    Sales Associate

    BODYBAR Pilates - Waxahachie • Waxahachie, TX, US
    [job_card.part_time]
    Free unlimited BODYBAR Pilates membership.Competitive pay + performance-based bonuses.Opportunities for growth within a fast-growing brand. Flexible scheduling to support work / life balance.BODYBAR P...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Operations Specialist

    Business Operations Specialist

    TalentBurst, Inc. • Irving, TX, US
    [job_card.permanent]
    Business Operations Specialist.The Business Operations Specialist plays a critical role in Legal & Compliance (L&C) Transformation and Operations team and is responsible for driving strateg...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PM&R | Baylor Scott and White

    PM&R | Baylor Scott and White

    HealthEcareers - Client • Waxahachie, TX, USA
    [job_card.full_time]
    Baylor Scott & White Health is seeking a Board Certified / Board Eligible PM&R Physician to join an established PM&R group that is located in Waxahachie, Texas. This is an employed career opportunity ...[show_more]
    [last_updated.last_updated_30] • [promoted]