10 ago
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Lifetime Financial
|
Ciudad de México
10 ago
Lifetime Financial
Ciudad de México
About Lifetime Financial
Lifetime Financial is a professional unclaimed and lost asset recovery firm with a strong financial foundation and extensive experience helping individuals, estate heirs, businesses, and nonprofit organizations recover funds they never knew existed. We work closely with financial institutions, government agencies, courts, and legal professionals throughout the United States to ensure our clients receive the assets they are rightfully owed.
Our mission is simple: help people recover what belongs to them through a process built on professionalism, integrity, and exceptional client service. Every claim we complete has a real impact on someone's life.
Role Description We are looking for a highly organized and detail oriented File Resolution Specialist to join our fully remote team. In this role, you will manage unclaimed property cases from beginning to end, ensuring each file progresses efficiently through the recovery process.
You will communicate with clients, government agencies, financial institutions, courts, and internal departments to obtain documentation,
resolve issues, and keep cases moving toward completion. This position is idóneo for someone who enjoys structured work, thrives in a fast paced environment, and takes pride in maintaining accuracy and organization.
While a legal background is beneficial, we are primarily looking for someone who is proactive, dependable, and eager to learn.
Responsibilities
Manage and organize case files throughout the entire recovery process.
Review legal and financial documents for accuracy and completeness.
Request, collect, and organize required documentation from clients.
Communicate professionally with clients, financial institutions, government agencies, courts, custodians, and attorneys.
Conduct research to verify ownership, locate information, and resolve case issues.
Track case progress and follow up on outstanding items to meet deadlines.
Maintain accurate records within our CRM and cas
📌 File resolution Specialist (Ciudad de México)
🏢 Lifetime Financial
📍 Ciudad de México