Client Documentation / Case Coordinator
- Джерело:
- djinni.co
Що робити
- Oversee each assigned file from the first client contact through its final steps.
- Determine which details and supporting papers are needed, then obtain them from the client.
- Review submitted materials, flag discrepancies, and follow up on anything incomplete.
- Enter information into forms and check submissions before they move forward.
- Keep the CRM current with case notes, correspondence, progress, and upcoming actions.
Що очікуємо
- Two or more years in a position where processing client files and paperwork was a regular part of the job.
- First-hand experience obtaining, preparing, checking, or submitting documents on behalf of clients.
- Experience handling sensitive personal, identity, financial, or business details.
- Ability to keep several requests progressing at the same time without losing track of outstanding actions.
- Advanced English (C1) for clear written correspondence and conversations.
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