Source Job

US

  • Manage the full expediting workflow for record requests, including custodian communication, status updates, and payment processing.
  • Document all interactions accurately in MR8 while prioritizing orders based on urgency and client needs.
  • Communicate proactively with custodians and internal teams to ensure timely turnaround and escalate noncompliance as needed.

Case Management Communication

20 jobs similar to Records Retrieval Specialist

Jobs ranked by similarity.

$1,142–$1,220/mo
Chile

  • Gather medical records, police reports, and other evidence for personal injury cases.
  • Communicate with medical providers and agencies to obtain required documentation.
  • Audit case files to ensure accuracy and completeness.

A legal services company coordinating personal injury cases for attorneys. They offer a remote work environment with strong professional and client-focused values.

US

  • Manage the loan remediation pipeline, tracking, prioritizing, and updating cases to ensure timely resolution.
  • Review and verify loan documents for compliance, accuracy, and completeness.
  • Collaborate with internal teams and stakeholders to drive cases to resolution and identify process improvements.

LoanCare is a leading full-service mortgage loan subservicer, providing servicing solutions to banks, credit unions, and independent mortgage companies. With over 1.8 million loans subserviced and senior managers averaging nearly 30 years of experience, the company fosters a collaborative culture focused on integrity and innovation.

US

  • Manage electronic court filings and legal research using Lexis, Westlaw, and PACER.
  • Prepare discovery shells, format pleadings, and schedule court appearances.
  • Reconcile PCard expenses and handle confidential information with professionalism.

RRD provides marketing, packaging, print, and business services to global brands. The company is a large organization with a focus on innovation, integrity, and sustainability, offering a collaborative culture.

US

  • Conduct client consultations and explain procedural requirements for U-Certs and other visa filings.
  • Prepare and file petitions and supporting documents, ensuring compliance with immigration laws.
  • Manage case files, track deadlines, and communicate with clients and agencies throughout the immigration process.

The United Firm | La Liga Defensora, APC is an immigration law firm providing legal representation and case management services across a variety of immigrant and non-immigrant visa matters. The firm maintains a supportive, inclusive work environment that prioritizes career development and professional growth.

US

  • Handle call overflow, suspense reporting, and client relations follow-up.
  • Review and respond to tasks, voicemails, and emails to resolve delinquency issues.
  • Assist with call monitoring, escalated calls, and team meetings to improve processes.

LoanCare is a leading full-service mortgage loan subservicer delivering excellence to banks, credit unions, and homeowners. Backed by Fidelity National Financial, a Fortune 500 company, it offers a culture focused on integrity, innovation, and collaboration.

US

  • Prepare and maintain Trial Master Files for clinical studies, ensuring completeness and compliance.
  • Review documentation for accuracy and alignment with protocols and regulations.
  • Communicate with sponsors, project managers, and sites to resolve documentation issues.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They foster an inclusive, collaborative, and respectful workplace, utilizing technology to ensure fair recruitment.

India

  • Investigate local, state, and federal U.S. court records to retrieve and interpret case information.
  • Classify charges, case types, statuses, and dispositions accurately for background verification reports.
  • Enter findings into internal systems while meeting service-level agreements and quality benchmarks.

The company provides background screening services, specializing in U.S. public records research. The team is deadline-driven and structured, with a focus on accuracy and compliance.

  • Manage a portfolio of client matters, ensuring accurate billing, collections, trust balances, and account activity.
  • Proactively communicate with clients by phone, email, and text regarding billing and account concerns with professionalism and empathy.
  • Partner with attorneys and paralegals to address retainer needs and resolve financial matters, maintaining audit-ready documentation.

Cage & Miles is one of the largest and fastest-growing family law firms in Southern California, guiding clients through important life moments with expertise, compassion, and integrity. With 50-149 employees, they are a Top Workplace known for a collaborative culture and investment in their people.

$1,600–$2,000/mo
US

  • Manage an average caseload of 80 to 120 personal injury cases from intake through resolution.
  • Coordinate with clients, medical providers, insurance carriers, and attorneys to ensure timely case progression.
  • Maintain accurate case documentation and ensure compliance with firm procedures.

The Ward Law Group is a personal injury law firm dedicated to helping injured clients. Recognized as a Best Place to Work, they foster a collaborative, innovative, and high-accountability culture.

  • Manage and maintain tenant law cases throughout the case lifecycle, including client communication and case updates.
  • Assist with client intake, case organization, and document collection, ensuring accurate electronic case files.
  • Provide administrative support to attorneys, coordinating appointments and communications, with strong client service skills.

The United Firm | La Liga Defensora, APC is a legal practice specializing in tenant law, with a focus on California cases. They are a growing firm with a team of legal professionals, offering an inclusive and diverse work environment.

US 4w PTO

  • Help members resolve early-stage loan delinquencies with empathy and professionalism.
  • Use negotiation and account analysis to bring loans back to current status.
  • Communicate via phone, email, and mail while maintaining accurate records.

This company is a financial services organization specializing in loan management and collections. It operates with a remote-first culture and focuses on collaboration, performance, and professional development.

$45,000–$65,000/yr
United States

  • Assist with reservation and scheduling requests in accordance with established procedures.
  • Communicate with clients to confirm details, provide updates, and answer general inquiries.
  • Maintain accurate client records, booking information, and documentation.

We are a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize organization, clear communication, and a positive client experience across all interactions.

US

  • Respond to incoming calls, emails, and inquiries professionally and promptly.
  • Review and qualify incoming inquiries, gather project details, and coordinate calls with appropriate team members.
  • Maintain accurate records of inquiries, communications, and follow-up activities.

Bitarchitects is a premier architecture, engineering, and construction firm headquartered in Washington, D.C., known for driving innovation in the built environment. They offer fully integrated services covering every phase of a project, from design through execution, and pride themselves on being a dynamic and fast-growing company.

US

  • Support genetic testing reimbursement workflows by reviewing medical records and identifying relevant clinical information.
  • Coordinate medical record requests, track case pipelines, and maintain accurate documentation in internal systems.
  • Collaborate with Genetic Counselors, Billing, and Appeals teams to ensure cases are prepared for insurance review.

Natera is a global leader in cell-free DNA testing, dedicated to oncology, women's health, and organ health. The company employs highly dedicated professionals from world-class institutions and is committed to a diverse and inclusive workplace.

US

  • Support Project Managers in executing settlement and notice administration projects.
  • Track deliverables, identify risks, and communicate with internal operational teams.
  • Draft project documents, prepare client reports, and perform quality control.

Simpluris Inc. delivers comprehensive corporate, financial and legal administration services across the United States. Since 2007, Simpluris has administered over 9,000 matters and distributed over $8 billion in funds.

US

  • Provide day-to-day administrative and operational support to attorneys and legal teams.
  • Manage documents, calendars, client communications, and deadlines with high accuracy.
  • Draft and format routine correspondence, conduct research, and maintain case management systems.

Your Startup Operations is a boutique agency providing operational services to small businesses, primarily in the United States. We deliver white-glove service with flexibility, care, and affordability, and our team values solution-focused thinking, curiosity, ownership, resourcefulness, and excellence.

Global

  • Manage the order cycle from entry to final shipment, proactively notifying any chain delays.
  • Ensure high-precision data capture and order entry within established timelines.
  • Maintain direct client communication in English to receive instructions and resolve order queries.

Avery Dennison is a global materials science and digital identification solutions company that optimizes labor and supply chain efficiency, reduces waste, and connects brands and consumers. With about 35,000 employees in over 50 countries and 2023 sales of $8.4 billion, it is a large, internationally recognized firm.

US

  • Serve as a critical link between Expert Institute and attorney-clients, conducting case intake and developing expert witness search strategies.
  • Manage end-to-end client engagements, ensuring timely delivery and high-quality results while building strong relationships.
  • Apply strong analytical and communication skills in a fast-paced, technology-driven environment, with a focus on legal analysis and client service.

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase profitability. Established in 2010, the company has supported over 5,000 firms nationwide and offers a SaaS platform, Expert iQ, with proprietary data and analytics.

  • Manage inbound and outbound client communications to resolve payment inquiries and ensure collections.
  • Document resolutions and maintain accurate accounts receivable records, analyzing aging reports for high-risk accounts.
  • Collaborate with Finance, Sales, and Credit teams to improve collection efficiency and support financial close.

We are a global data and technology company powering opportunities across markets from financial services to healthcare and automotive by unlocking the power of data. We have 25,200 employees in 32 countries and an inclusive, purpose-driven culture.

Global

  • Serve as a professional and responsive point of contact for clients and prospective clients.
  • Coordinate collection, organization, and tracking of client information and supporting documents.
  • Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.

GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.