Probate Case Manager

Bass & Associates • Tucson, AZ

1d

About The Position

The Probate Case Manager oversees accounts of deceased debtors by filing and following probate estate claims. The role involves contacting courts, attorneys, and family members to locate estate information, negotiate and arrange payments, and monitor account activity and payment arrangements. The Case Manager communicates professionally with debtors and attorneys, reports account discrepancies to management, follows company policies and procedures, meets minimum goal standards, and participates in staff meetings and ongoing training. The position may also support other duties and special projects as assigned.

Requirements

• Strong organizational skills.
• Attention to detail.
• Ability to prioritize and manage time.
• Ability to handle a high volume of data entry.
• Ability to type at least 45 words per minute.
• Ability to work well independently and as a team member.
• Basic office skills and ability to use standard office equipment.
• High school diploma or GED.
• Working knowledge of Microsoft Office, Excel, and the Internet.
• Ability to learn in-house-developed software.
• Must pass a drug and alcohol test.
• Must pass a criminal background check.

Nice To Haves

• At least one year of customer service experience.

Responsibilities

• Contact courts, attorneys, and family members of deceased debtors to locate estate information and negotiate and arrange payments.
• Maintain clear, concise, and professional communication with borrowers or debtors and attorneys.
• Follow up on queued accounts to ensure activities and payment arrangements are maintained.
• Report account discrepancies to management.
• Contact estate attorneys to discuss the status of filed claims.
• Comply with all policies and procedures.
• Maintain minimum goal standards.
• Participate in departmental staff meetings and ongoing training exercises.
• Assist with other duties and related special projects as assigned.

Benefits

• Medical, dental, vision, life, short-term disability, long-term disability, accident, and critical-illness insurance.
• Vacation and paid sick time.
• 10 paid holidays.
• Career growth opportunities.
• Professional work environment.
• Incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED