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[100% Home Office] Family Petition Intake Specialist - Cali Valle Del Cauca - Termino Indefinido
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AI Summary
The specialist conducts initial intake calls to identify eligibility for family-based immigration petitions and guides prospects toward legal representation. They are responsible for gathering documentation, maintaining CRM records, and meeting conversion goals for consultations and retainers.
Job Description
Family Petition Intake Specialist (Form I-130)
Role: Intake Form I-130
Type: Full Time
Family Petition Intake Specialist (Form I-130)
Role Overview
The Family Petition Intake Specialist is responsible for assisting prospective clients seeking immigration benefits through family-based petitions. This role focuses on gathering accurate information, identifying potential eligibility for Form I-130 petitions, educating clients on the process, and guiding qualified prospects toward legal consultation and representation.
The position serves as a critical bridge between client acquisition and legal services, ensuring a positive client experience while supporting the firm's growth objectives.
Key Responsibilities
Required Knowledge
Common Cases Handled
Immediate Relatives
Performance Expectations
Key Performance Indicators (KPIs)
Success Indicators
Core Competencies
Mission of the Role
To provide exceptional service to prospective clients while identifying family-based immigration opportunities, ensuring accurate information gathering, and helping families navigate the immigration process with confidence and professionalism.
Family Petition Intake Specialist (Form I-130)
Role: Intake Form I-130
Type: Full Time
Family Petition Intake Specialist (Form I-130)
Role Overview
The Family Petition Intake Specialist is responsible for assisting prospective clients seeking immigration benefits through family-based petitions. This role focuses on gathering accurate information, identifying potential eligibility for Form I-130 petitions, educating clients on the process, and guiding qualified prospects toward legal consultation and representation.
The position serves as a critical bridge between client acquisition and legal services, ensuring a positive client experience while supporting the firm's growth objectives.
- Conduct initial intake and discovery calls with prospective clients.
- Gather and verify family relationship information.
- Identify potential eligibility for family-based immigration petitions.
- Explain the general immigration process and required documentation.
- Follow up with prospective clients regarding consultations and retainers.
- Assist in collecting supporting documentation.
- Maintain accurate CRM records and case notes.
- Coordinate with attorneys, paralegals, and support departments.
- Ensure timely communication and follow-up with clients.
- Support individual and team conversion goals.
- Basic understanding of Form I-130 (Petition for Alien Relative).
- Understanding of qualifying family relationships.
- Knowledge of immigration documentation requirements.
- Familiarity with CRM systems and client management.
- Strong customer service and communication skills.
Immediate Relatives
- Spouse of a U.S. Citizen
- Parent of a U.S. Citizen
- Unmarried Child under 21 of a U.S. Citizen
- Adult Sons and Daughters
- Married Sons and Daughters
- Siblings of U.S. Citizens
- Family Members of Lawful Permanent Residents
- Accurate client qualification.
- Timely follow-up with prospects.
- Professional client communication.
- CRM compliance and documentation.
- Achievement of consultation and retainer goals.
- Strong client experience throughout the intake process.
| KPI | Measurement Method |
| Consultations Scheduled | Number of consultations booked |
| Signed Retainers | Number of retained clients |
| Consultation-to-Retainer Conversion Rate | Percentage of consultations converted into retained clients |
| Follow-Up Compliance | Timely follow-up on pending prospects |
| CRM Accuracy | Complete and accurate client documentation |
| Daily Productivity | Calls, follow-ups, consultations scheduled, and retainers obtained |
| Client Communication Quality | Response time and client engagement |
- Retainer Goal Achievement.
- Conversion Performance.
- Follow-Up Consistency.
- Documentation Accuracy.
- Client Satisfaction.
- Contribution to Team Goals.
- Fluent English (C1)
- Communication Skills.
- Active Listening.
- Attention to Detail.
- Organization.
- Empathy.
- Problem Solving.
- Client Relationship Management.
- Accountability.
- Teamwork.
To provide exceptional service to prospective clients while identifying family-based immigration opportunities, ensuring accurate information gathering, and helping families navigate the immigration process with confidence and professionalism.
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