Intake specialist jobs in Baldwin, New YorkCreate job alerts

Job Description Job Summary: We are seeking a detail-oriented Lending Specialist with a strong background in commercial lending for a temp-to-hire opportunity in Westbury, NY. The ideal candidate will have at least 3 years of experience supporting commercial loan processes, including documentation, underwriting support, loan servicing, and client communication. This role is well suited for a professional who thrives in a fast-paced financial services environment and can manage multiple loan files with accuracy and efficiency. Key Responsibilities: • Process and support commercial loan applications from intake through closing, • Review loan documentation for completeness, accuracy, and compliance, • Coordinate with relationship managers, underwriters, attorneys, and clients throughout the loan process, • Prepare, track, and maintain commercial loan files and supporting documentation, • Assist with loan booking, funding, renewals, modifications, and servicing activities, • Monitor timelines and follow up on outstanding conditions prior to closing, • Ensure adherence to internal policies, banking regulations, and lending procedures, • Respond to borrower and internal team inquiries in a professional and timely manner, • Maintain accurate records within loan processing and document management systems Qualifications: • 3+ years of experience in commercial lending, commercial loan processing, or a related banking role, • Strong understanding of commercial loan documentation, terminology, and workflows, • Experience supporting loan origination, underwriting, closing, and servicing functions, • Knowledge of banking compliance and regulatory standards related to commercial loans, • Excellent organizational skills and strong attention to detail, • Ability to manage multiple priorities and meet deadlines, • Proficiency with Microsoft Office and loan processing systems, • Strong written and verbal communication skills Preferred Qualifications: • Experience in a bank, credit union, or commercial finance environment, • Familiarity with commercial real estate, C& I, or small business loans, • Associate’s or bachelor’s degree in finance, business, or a related field preferred

Job Description The Rizzuto Law Firm is seeking an ambitious intake specialist for our personal injury department. ESSENTIAL REQUIREMENTS strong knowledge of personal injury cases so you can determine what cases should be signed up; excellent communication skills; impeccable organization skills. Candidate must have the desire to take our intake system to the next level by taking part in the development and implementation of policies and procedures to track new case calls, and maximize our want to signed ratio. The Rizzuto Law Firm puts employees first, we have a great work atmosphere & function as a TEAM! We offer an excellent benefits package which includes health insurance, vision and dental options, life insurance, disability, and 401(k) Plan. Compensation: $30 hourly Responsibilities: • Conduct initial intake interviews with potential personal injury clients, • Review and analyze case information to determine next steps in the legal process, • Coordinate with attorneys and legal staff to ensure smooth case progression, • Maintain detailed and accurate records of client interactions and case developments, • Provide excellent customer service and support to clients throughout the intake process Qualifications: • The ideal candidate should have at least 2 years of experience managing personal injury intakes., • Proficiency in Microsoft Office is a must., • Strong verbal and written communication skills are essential for this role., • The candidate should be comfortable working in a fast-paced environment., • Familiarity with legal procedures and terminology is required. About Company At The Rizzuto Law Firm, we put our employees first so clients can come first. Our CORE VALUES • Honesty, • Team Work, • Respect, • Accountability, • Pride, • Understanding, • Communication, • Excellence!

Job DescriptionPosition Summary The Home Care Intake Specialist serves as the first point of contact for patients, families, referral sources, and payers seeking home care services. This role is responsible for managing the end-to-end intake process — from initial referral through authorization and case setup — while ensuring compliance with New York State Department of Health regulations, Medicaid/managed care requirements, and agency policies. The ideal candidate is highly organized, detail-oriented, and skilled at coordinating across clinical, administrative, and insurance teams. Key Responsibilities Referral & Intake Processing • Receive and process referrals from hospitals, physicians, discharge planners, managed care organizations (MCOs), and self-referrals, • Collect and review all necessary intake documentation, including physician orders, medical records, insurance information, and demographic data, • Enter patient information accurately into the agency's Electronic Health Record (EHR) / intake system, • Determine patient eligibility for home care services based on payer requirements and NYS DOH criteria, • Screen referrals for appropriate level of care: CHHA, LHCSA, or private duty nursing, • Communicate intake status updates to referral sources, families, and clinical supervisors in a timely manner Qualifications Required • High school diploma or GED required; Associate's or Bachelor's degree in Health Administration, Social Work, Nursing, or related field preferred, • Minimum 1-2 years of experience in home care intake, hospital discharge planning, or healthcare admissions, • Working knowledge of NYS Medicaid, MLTC managed care plans, Medicare, and private insurance, • Familiarity with home care service types: CHHA, LHCSA, and Private Duty Nursing, • Proficiency with EHR/intake software and Microsoft Office Suite (Word, Excel, Outlook), • Excellent verbal and written communication skills, • Strong organizational skills and ability to manage multiple referrals simultaneously in a fast-paced environment Compensation & Benefits • Competitive salary: $26-28/hrs. (based on experience), • Bonus program: subject to the number of intakes achieved for the month, • Health benefits contribution, • Volunteer dental and vision insurance, • Paid time off and holidays, • 401(k) or retirement plan, • Training provided on NYS home care regulations and payer requirements Monday- Friday 9 AM-5 PM

Job Description Overview Amerita, Inc. is a leading provider in home Infusion therapy. We are looking for an Intake Coordinator to join our Intake team as we grow to be one of the top home infusion providers in the country. The Intake Coordinator will report to the General Manager and work in our location branch. Amerita is an entrepreneurial-founded company and a wholly owned subsidiary of PharMerica. The home infusion market is positioned for rapid growth driven by the aging population, increase in chronic diseases, robust pipeline of infusible drugs coming to market, and an industry shift from hospital delivery settings to lower-cost, high-quality alternative providers such as Amerita. As a core member of the Intake team, you will have primary responsiblity for the timely clearance of new referrals. We will help you achieve your goals through continuous professional development and regular career progression discussions. Amerita’s intake coordinator are responsible for working in coordination with the sales and pharmacy teams process patient referrals and admissions in a timely manner. Intake coordinators must gather necessary patient information to create patient records and working with access operations to communicate insurance coverage to patients and referral sources. The Intake coordinators are often the first point of contact for patients and referrals sources and must create and maintain a positive, calm and supportive atmosphere; emphasizing personal interest and compassion for our patients. Schedule: Monday - Friday 9:00am - 5:30pm with rotating Saturday • Competitive Pay, • Health, Dental, Vision & Life Insurance, • Company-Paid Short & Long-Term Disability, • Flexible Schedules & Paid Time Off, • Tuition Reimbursement, • Employee Discount Program & DailyPay, • 401k, • Pet Insurance Responsibilities • Responsible for processing referrals received from referral sources., • Ensures that all required documentation has been received to process the referral timely, • Ensures Intake referral checklists are complete, • Enters patient demographic, clinical, and insurance and authorization information into the computer system, • Coordinates with other departments including Sales, Access and clinical staff regarding the status of the referrals and any authorization requirements and out of pocket cost required to be collected before delivery, • Ensures that insurance verification is completed and patient has accepted financial responsibility prior to initial shipment., • Completes documentation of progress notes in computer system, • Notifies patients/caregivers regarding insurance coverage and payment responsibilities, • Maintains confidentiality of patient and proprietary information., • Other duties as assigned Supervisory Responsibility: No Qualifications • High School Diploma/GED or equivalent required; Associate’s Degree or some college preferred, • Experience working with all payer types, including Medicare, Medicaid and commercial insurance companies, • Knowledge of insurance verification and pre-certification procedures, • Understands the scope of services that Amerita can provide, • Strong verbal and written communication skills To perform this role will require constantly sitting, standing and typing on a keyboard with fingers, and occasionally walking, bending, and reaching. The physical requirements will be the ability to push/pull and lift/carry 10-30 lbs

Job Description Job Title: Intake and PA Coordinator - Infusion & Specialty Pharmacy (Parenteral Nutrition & DME Focus) with Billing Experience Job Summary: We are seeking an experienced and highly qualified Intake and PA Coordinator to join our infusion pharmacy team, with a specific focus on parenteral nutrition (PN) and durable medical equipment (DME). PN is a covered DME benefit, and the ideal candidate will have expertise in handling prior authorizations (PA), billing, insurance processes, and insurance audit responses for both PN and DME therapies. The right candidate should have a solid background in infusion pharmacy or DME and a strong understanding of parenteral nutrition management. Experience in gastroenterology is a plus but not required. We are open to considering Certified Pharmacy Technicians (CPhT), Medical Assistants (MA), and LPNs with the appropriate experience. This position offers flexibility for remote or hybrid work arrangements, with a competitive salary based on experience. Key Responsibilities: • Oversee the intake process for parenteral nutrition (PN) and DME services, ensuring accurate documentation is completed and processed efficiently., • Coordinate and submit prior authorization (PA) requests for PN and DME therapies, ensuring full compliance with insurance guidelines and treatment protocols., • Verify insurance coverage for PN and DME benefits, resolving any discrepancies or issues promptly., • Work with the billing team to ensure accurate coding and billing for PN and DME products and services, including processing PN as a DME benefit., • Respond to insurance audits related to PN and DME services, providing necessary documentation and supporting evidence to resolve issues and ensure reimbursement., • Maintain accurate patient records within the pharmacy management system, ensuring compliance with all regulatory standards., • Communicate effectively with patients, healthcare providers, and insurance companies to provide updates on PN therapy and DME equipment., • Collaborate with clinical teams to ensure proper prescriptions for PN and DME therapies are processed and delivered on time., • Provide patient education on the proper use of PN and DME products and offer ongoing support, including follow-up care and assistance with homecare services., • Ensure timely delivery and setup of homecare services for PN and DME therapies, including equipment installation and patient education. Required Qualifications: • Proven experience in infusion pharmacy, DME, or medical office settings, with a focus on parenteral nutrition and durable medical equipment., • In-depth knowledge of insurance verification, prior authorization processes, and billing for PN and DME therapies., • Experience in responding to insurance audits and providing necessary documentation to resolve discrepancies., • Familiarity with infusion therapy protocols, parenteral nutrition management, and DME equipment., • Strong organizational skills, with the ability to manage multiple tasks efficiently in a fast-paced environment., • Excellent communication skills, with the ability to work effectively with patients, healthcare providers, and insurance companies. Preferred Qualifications: • Certified Pharmacy Technician (CPhT), Medical Assistant (MA), or LPN credentials with relevant experience will be considered., • Experience in parenteral nutrition and durable medical equipment (DME), including PN as a DME benefit., • Knowledge of the prior authorization process and insurance audits for PN and DME therapies., • Experience in gastroenterology or related specialties is a plus. Work Environment: • Remote or hybrid position (mix of in-office and remote work available)., • Flexible hours based on operational needs. Salary: • Commensurate with experience. Application Instructions: Only highly qualified candidates will be considered for this position. If you have the necessary experience and meet the qualifications, please submit your resume and cover letter for consideration.

Job DescriptionBenefits: • Company parties, • Competitive salary, • Free food & snacks, • Paid time off ROSENBERG LAW GROUP PLLC Brooklyn, NY Lawrence, NY IT Technician / AI Workflow Engineer / Cybersecurity Specialist Full-Time or Part-Time Hybrid Lawrence, NY / Remote Reports to: Managing Attorney ABOUT ROSENBERG LAW GROUP PLLC Rosenberg Law Group PLLC (RLG) is a New York-based real estate law firm specializing in residential bank closings and property transactions. With offices in Brooklyn and Lawrence, NY, RLG serves lenders, buyers, sellers, and affiliated entities across the New York metropolitan area. The firm is committed to operational excellence, client confidentiality, and the strategic adoption of technology to deliver efficient, accurate, and secure legal services. As RLG continues to expand its practice and affiliated entities, we are investing in the people and systems that will power the next generation of our operations. POSITION OVERVIEW RLG is seeking a versatile and highly capable IT Technician / AI Workflow Engineer / Cybersecurity Specialist to own the firm's entire technology infrastructure. This is a unique, high-impact role that spans traditional IT management, cutting-edge AI workflow automation, cybersecurity compliance, web development, and mobile app development. The ideal candidate is a self-starter who thrives in a fast-paced legal environment, can work independently, and is excited about building technology systems from the ground up. You will work directly with firm leadership and have the opportunity to shape how RLG and its affiliated entities operate for years to come. KEY RESPONSIBILITIES 1. IT Infrastructure Management Administer and maintain all IT systems for RLG and its affiliated entities, including hardware, software, and network infrastructure Manage the Microsoft 365 environment (Exchange Online, SharePoint, OneDrive, Teams, Azure AD), including user accounts, licensing, and access controls Configure and maintain printers, scanners, workstations, and mobile devices across firm locations Coordinate with external vendors and service providers for hardware procurement, maintenance, and support contracts Monitor system performance, manage updates and patches, and ensure reliable uptime across all platforms 1. Cybersecurity & Compliance Design, implement, and maintain cybersecurity protocols across all firm systems and endpoints Enforce data encryption standards and secure handling protocols for confidential client documents and transaction records Ensure compliance with New York data privacy requirements and applicable legal industry security standards Brooklyn, NY & Lawrence, NY | Apply via CareerPlug | Page 1 Rosenberg Law Group PLLC | Confidential Posting Establish and manage phishing prevention measures, endpoint protection, and multi-factor authentication (MFA) policies Define and enforce role-based access controls (RBAC) and least-privilege principles across all platforms Develop and maintain an incident response plan; lead response and remediation in the event of a security event Conduct periodic security audits and vulnerability assessments 1. AI Workflow Development & Automation Build and maintain AI-powered automation workflows using Microsoft Power Automate, Microsoft Copilot, Perplexity, and similar platforms Automate document intake, routing, review, and processing workflows for real estate closings and legal transactions Develop AI-driven tools to reduce manual workload and streamline legal operations firm-wide Continuously evaluate emerging AI tools and automation technologies for potential adoption at RLG Document all automation workflows and maintain version-controlled process libraries 1. Website & Mobile App Development Build, maintain, and enhance firm websites and client-facing portals for RLG and affiliated entities Handle front-end and back-end web development, ensuring performance, accessibility, and security Apply SEO fundamentals to improve firm visibility and search rankings Implement and monitor web security protocols to protect against unauthorized access and data exposure Develop and maintain native iOS and Android mobile applications this is a major plus and a significant area of investment for RLG 1. Third-Party Integrations & Connectors Connect, configure, and manage third-party integrations including WhatsApp Business, Plaid, SharePoint, OneDrive, CRM tools, and Meta/Facebook platforms Build and maintain API integrations to automate data flows between firm systems and external services Ensure all integrations adhere to security and data privacy requirements Troubleshoot integration failures and ensure continuity of business-critical workflows 1. IT Support & Staff Training Provide responsive, hands-on IT support to attorneys and staff at all firm locations Develop and deliver training sessions to onboard staff onto new tools, workflows, and platforms Create clear, accessible documentation and user guides for firm technology systems Serve as the primary technical point of contact for day-to-day technology questions and issues QUALIFICATIONS Required 25 years of experience in IT support, cybersecurity, AI/automation development, or a related field Proficiency in the Microsoft 365 ecosystem: Azure AD, Exchange Online, SharePoint, Teams, OneDrive, and Power Automate Demonstrated experience building and maintaining AI tools and workflow automation platforms Working knowledge of cybersecurity frameworks (NIST, SOC 2, or equivalent) Web development skills including HTML, CSS, and JavaScript; experience with React or a similar framework is a plus Strong problem-solving skills and the ability to diagnose and resolve technical issues independently Excellent written and verbal communication skills able to translate complex technical concepts for non-technical audiences Native iOS and/or Android app development (Swift, Kotlin, React Native, or Flutter) a MAJOR plus; RLG is actively looking to develop mobile applications Advantage applicant has: Experience with document automation in a legal or financial services environment Familiarity with New York State data privacy laws and legal industry compliance requirements Hands-on API integration experience (REST, webhooks, OAuth) Prior experience working at a law firm, title company, or financial institution WHAT RLG OFFERS Compensation commensurate with experience across all applicable fields candidates with broader or deeper expertise will be compensated accordingly Flexible schedule the firm will consider both full-time and part-time arrangements Hybrid work model with remote flexibility and presence at our Lawrence, NY office as needed A rare opportunity to build and own the entire technology infrastructure of a growing law firm from the ground up Direct access to firm leadership and meaningful input into how technology shapes the practice A collaborative, entrepreneurial environment with significant room for professional growth as RLG and its affiliated entities expand HOW TO APPLY Rosenberg Law Group PLLC is an equal opportunity employer. We welcome candidates from all backgrounds who meet the qualifications above. Submit your resume, a brief cover letter, and any relevant portfolio or work samples via CareerPlug. Applications will be reviewed on a rolling basis. We look forward to hearing from you.

Job DescriptionBenefits: • Paid time off About the role Her Serenity Fertility Care is a growing integrative fertility practice dedicated to helping women navigate their fertility journey with personalized, compassionate care. We are looking for an experienced, empathetic, and bilingual (English/Spanish) Fertility Care Case Manager to join our team and serve as a key point of contact for our patients from the moment they reach out through every step of their care. What you'll do Manage patient onboarding, intake coordination, and ongoing case follow-up Serve as the primary point of contact for fertility patients in both English and Spanish answering questions and providing support throughout their care Coordinate lab orders, referrals, and follow-up appointments with clinical and specialist teams Maintain accurate patient records and documentation in our EMR system Communicate care plans clearly to patients in their preferred language, ensuring they understand next steps and feel fully supported Assist with scheduling, prior authorizations, and insurance-related inquiries as needed Work closely with the clinical team to ensure seamless continuity of care What we're looking for Fluent in English and Spanish required. You will be working directly with Spanish-speaking patients on a daily basis Minimum 2 years of experience in GYN and/or fertility care coordination or case management this is a must Strong understanding of fertility diagnostics, treatments, and patient support needs Excellent communication and interpersonal skills you genuinely connect with patients Experience with EMR systems and patient documentation Highly organized, detail-oriented, and able to manage multiple patients simultaneously Compassionate, patient-centered approach our patients are going through something deeply personal Why join Her Serenity? We're a mission-driven,

Job DescriptionDescription: Mental Health Association of Nassau County (MHANC) is a not-for-profit membership organization dedicated to improving mental health in our community through advocacy, education, program development, and the delivery of direct services. Our organization is looking for a motivated individual with a calling to help adults with mental illness by becoming a Peer Specialist. Peer Specialist utilizes personal experience and respite training to provide peer support and companionship for guests. The Peer Specialists manifest, in their presence and actions, a vision of hope, resilience, opportunity, and wellness. Goals include lessening/alleviating emotional distress and crises, lessening use of emergency rooms and hospitals, and increasing personal growth with positive life choices. Essential Duties & Responsibilities • Provide supportive companionship for guests throughout their visit to house (interview, intake, arrival, stay and departure)., • Share personal recovery to encourage hope, wellness, personal growth and recovery., • Model and support the belief that individuals can and will do better., • Utilize effective engagement skills to connect, use mutually shared insights to encourage problem solving and utilization of tools that will assist in lessening or alleviating current and future crisis., • Non-judgmental active listening designed to meet individual “where they are at”., • Help maintain a clean, safe, and secure environment. Some cleaning may be involved., • Provide telephone support to peers in the community though our Consumer Phone Link Program as needed., • Facilitate self-help, support groups., • Keep accurate and timely records., • Work cooperatively with respite team., • Maintains client confidentiality.Requirements: Education & Experience: • Lived, experience and willingness to utilize personal experience to assist others in recovery., • High School Diploma, • Six months to one year current or recent employment., • Six months to one year part time or full time experience in delivery of direct services to mental health consumer/survivors (volunteer or paid), preferred., • Three months first hand experience in self-help or peer directed services and/or peer support groups, preferred., • NYCPS-P Certification Preferred Other Qualifications • Good oral and written communication skills., • Completion of Wellness Recovery Action Plan (WRAP) training preferred., • Basic knowledge of community support services/resources/mental health service delivery system, preferred., • Knowledge of consumer/survivor/ex-patient movement and peer run or peer driven services that incorporate recovery based philosophies., • Ability to relate to both other survivors of mental illness and psychiatric diagnosis and mental health professionals., • Honesty, respect for diversity, high personal standards, professional demeanor, language and behaviors reflecting such values., • Commitment to the possibility of recovery for all individuals diagnosed with psychiatric illness., • Emotional resilience to cope with strong emotions on an on-going basis., • Valid and “clean” New York State Driver’s License, preferred.

Job DescriptionDescription: Mental Health Association of Nassau County (MHANC) is a not-for-profit membership organization dedicated to improving mental health in our community through advocacy, education, program development, and the delivery of direct services. Our organization is looking for a motivated individual with a calling to help adults with mental illness by becoming a Peer Specialist. Peer Specialist utilizes personal experience and respite training to provide peer support and companionship for guests. The Peer Specialists manifest, in their presence and actions, a vision of hope, resilience, opportunity, and wellness. Goals include lessening/alleviating emotional distress and crises, lessening use of emergency rooms and hospitals, and increasing personal growth with positive life choices. Essential Duties & Responsibilities • Provide supportive companionship for guests throughout their visit to house (interview, intake, arrival, stay and departure)., • Share personal recovery to encourage hope, wellness, personal growth and recovery., • Model and support the belief that individuals can and will do better., • Utilize effective engagement skills to connect, use mutually shared insights to encourage problem solving and utilization of tools that will assist in lessening or alleviating current and future crisis., • Non-judgmental active listening designed to meet individual “where they are at”., • Help maintain a clean, safe, and secure environment. Some cleaning may be involved., • Provide telephone support to peers in the community though our Consumer Phone Link Program as needed., • Facilitate self-help, support groups., • Keep accurate and timely records., • Work cooperatively with respite team., • Maintains client confidentiality.Requirements: Education & Experience: • Lived, experience and willingness to utilize personal experience to assist others in recovery., • High School Diploma, • Six months to one year current or recent employment., • Six months to one year part time or full time experience in delivery of direct services to mental health consumer/survivors (volunteer or paid), preferred., • Three months first hand experience in self-help or peer directed services and/or peer support groups, preferred., • NYCPS-P Certification Preferred Other Qualifications • Good oral and written communication skills., • Completion of Wellness Recovery Action Plan (WRAP) training preferred., • Basic knowledge of community support services/resources/mental health service delivery system, preferred., • Knowledge of consumer/survivor/ex-patient movement and peer run or peer driven services that incorporate recovery based philosophies., • Ability to relate to both other survivors of mental illness and psychiatric diagnosis and mental health professionals., • Honesty, respect for diversity, high personal standards, professional demeanor, language and behaviors reflecting such values., • Commitment to the possibility of recovery for all individuals diagnosed with psychiatric illness., • Emotional resilience to cope with strong emotions on an on-going basis., • Valid and “clean” New York State Driver’s License, preferred.

Job DescriptionDescription: Work Location: Mineola, NY About Us: Hanover Bank– When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Summary: Hanover Bank is looking for a full-time Loan Servicing Specialist II to join our team. The Loan Servicing Specialist II reports directly to the Loan Servicing Manager Officer. Processes monetary loan transaction requests, daily loan payments & loan payoffs from general ledgers and checks. Supports the loan officers, branch personnel, and loan administration staff professionally to ensure quality customer service. Monitors insurance and taxes, daily loan operational functions, and assists with various servicing tasks when necessary. Duties and Responsibilities • Customer Service, • Review and respond to customer inquiries., • Run and return payoff letter requests within 24 hours., • Return all inquiry calls within one business day., • Monitor loan servicing emails for customer/employee inquiries., • Customer Intake and Data Entry, • Process payments loans from general ledger entries., • Monitor payoff & loan disbursement mailboxes, advancing funds, and processing paydown/payoff transactions., • Process loan-related wires and ACH transfers for payments/disbursements., • Customer service functions as necessary, including service desk tickets and Call Center., • Print and mail escrow surplus checks., • File System Management, • Update collateral tracking and ticklers when current information is received., • Ensure efficient and accurate processing of loan payments., • Review / clear non-posted items., • Update and or review daily rate changes., • Administrative Support, • Review co-worker’s daily work., • Assist in insurance monitoring records for all loan types., • Work with attorneys for assignment requests., • Maintain and update assigned Procedures., • Loan advances / Construction draws, • OTE transactions as requested by other departments, • Upload tax/insurance documents to vendors for tracking purposes., • Review all vendor-generated insurance reports for expiring hazard & flood insurance. Contact insurance agents to obtain outstanding expired insurance and invoices., • Process payment of real estate taxes for escrow accounts as they become due and maintain all corresponding escrow addendums on the loan accounting system., • Update loans based on KDE requests., • Additional duties as assigned. Education and Experience • College degree in business or equivalent business experience., • Minimum of 1-2 years in Bank loan department and/or similar experience., • Notary designation a plus. Skills and Abilities • Excellent verbal and written communication skills., • Ability to interact with a diverse group of people with tact and professionalism., • Excellent organizational skills. Highly motivated and flexible., • Committed to getting the job done. Moderate PC, Network, E-Mail, Director, Internet, Word Processing, Excel spreadsheet skills. Our Benefits: Health & Wellness Benefits · Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options) · Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) · Company-paid Long-Term Disability Insurance Voluntary Benefits · Additional Life and AD&D Insurance for employee, spouse, and dependents · Voluntary Short-Term Disability Insurance · Pet Insurance · Legal Services Plan · Accident Insurance · Hospital Indemnity Insurance · Cancer Care Insurance Retirement · 401(k) Plan with Company Match Time Off & Recognition · Paid Personal Time Off (PTO) · Paid Company Holidays · Annual Performance Bonuses · Annual Salary Increases Employee Engagement · Company-sponsored Events · Employee Contests and Recognition Programs Hourly: $26.00 - $31.00; placement within this range will vary based on experience and skill level. Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, national origin, disability or protected veteran status. Requirements:

Job Description The Intake Specialist handles the Firm’s initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for the type of law and conflict of interest, (2) schedule and collect payment for initial consultations, (3) initiate the pre-engagement glidepath, and (4) ensure all leads are properly directed through the intake funnel. Reporting Relationship: The Intake Specialist reports to the Office Manager. Authority: The Intake Specialist may work with a designated assistant or the receptionist to schedule prospective new clients for initial consultations and make reminder calls. The Intake Specialist has no supervisory or other authority beyond that specifically delegated by the Owner. Additionally, non-attorney support staff are prohibited from practicing law by the ABA’s Rules of Professional Conduct and State Bar Association rules. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. In dealing with clients and potential clients, the Intake Specialist must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case. In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements, or share fees with the Firm. Compensation: $17 - $20 hourly Responsibilities: • Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest., • Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest., • Schedule qualified leads for initial consultations (sales calls)., • Initiate the pre-engagement glidepath for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations., • Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance., • Prepare the salesperson with all the information needed for a successful conversation/consultation., • Prepare engagement agreements and follow up to ensure prospects sign the agreement and make the agreed payment., • Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs who do not sign up after their initial consultation to keep the door open for them to come in when they are ready., • Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics. Key Performance Indicators • 90% “show up” rate for PNCs scheduled for initial consultation., • 60% conversion rate for PNCs who engage after initial consultation., • 90% of leads are scheduled for a consultation, connected with a referral, given helpful materials, or otherwise “helped” by contacting the firm. Qualifications: • Prior customer service experience required., • Education and/or work experience equivalent to a bachelor’s degree., • Experience with a CRM, particularly data tracking and reporting, required., • Knowledge of the legal industry is an asset., • Real-life experience, a few “battle scars” to give you empathy and understanding, is an asset. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus. About Company Somekh and Associates is a growing elder law & estate planning law firm in Garden City.

Job Description Legal Secretary/Legal Support Specialist • Provides day-to-day administrative support to assigned attorneys, developing familiarity with their practice areas, clients, and active matters., • Edits, proofreads, and processes legal documents, including preparing correspondence, memoranda, applications, documents, presentations, or other practice specific documents., • Coordinates, prepares and files application materials to local government bodies, zoning boards and planning commissions, • Prepares and e-files pleadings and exhibits with courts., • Prepares zoning lists and coordinate mailings to residents, • Helps create and maintain tracking tools for status of assignments and deadlines and provide updates upon request., • Provides status updates to attorneys on deadlines, tasks, and progress. Escalate issues or delays as needed., • Communicates with municipal office staff, third party consultants, and clients to request information and coordinate project details., • Manages attorney calendars, including scheduling meetings and logistics (e.g., conference rooms, video conferencing, visitor access and catering requirements)., • Assists with new client matter intake by submitting conflict check requests opening new matters and preparing draft engagement letters., • Provides support with billing activities, including proofreading invoices and assisting with billing., • Coordinates with firm travel agency to book travel arrangements., • Prepares and submits expense reports and reimbursement requests accurately and timely., • Organizes and maintains electronic and paper legal files in accordance with designated filing standards., • Strong attention to detail, organizational, and time‐management skills., • Proficiency with rules for court document filings., • Responsive and professional, with a focus on providing excellent client service., • The ideal candidate will have 8+ years of real estate land use ore litigation experience; law firm experience is preferred., • Knowledge of laws, legal codes, or agency rules of assigned practice group/dept. Computer proficiency in Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook, as well as document management and other office technologies, • Perm, • Large law firm experience preferred, • Garden City Long Island, • $48 - $55, • Immediate Consideration, please send resumes to lweinberg@phaxis.com

Job DescriptionOur Company Amerita Overview Amerita, Inc. is a leading provider in home Infusion therapy. We are looking for an Intake Coordinator to join our Intake team as we grow to be one of the top home infusion providers in the country. The Intake Coordinator will report to the General Manager and work in our location branch. Amerita is an entrepreneurial-founded company and a wholly owned subsidiary of PharMerica. The home infusion market is positioned for rapid growth driven by the aging population, increase in chronic diseases, robust pipeline of infusible drugs coming to market, and an industry shift from hospital delivery settings to lower-cost, high-quality alternative providers such as Amerita. As a core member of the Intake team, you will have primary responsiblity for the timely clearance of new referrals. We will help you achieve your goals through continuous professional development and regular career progression discussions. Amerita's intake coordinator are responsible for working in coordination with the sales and pharmacy teams process patient referrals and admissions in a timely manner. Intake coordinators must gather necessary patient information to create patient records and working with access operations to communicate insurance coverage to patients and referral sources. The Intake coordinators are often the first point of contact for patients and referrals sources and must create and maintain a positive, calm and supportive atmosphere; emphasizing personal interest and compassion for our patients. Schedule: Monday - Friday 9:00am - 5:30pm with rotating Saturday • Competitive Pay, • Health, Dental, Vision & Life Insurance, • Company-Paid Short & Long-Term Disability, • Flexible Schedules & Paid Time Off, • Tuition Reimbursement, • Employee Discount Program & DailyPay, • 401k, • Pet Insurance Responsibilities • Responsible for processing referrals received from referral sources., • Ensures that all required documentation has been received to process the referral timely, • Ensures Intake referral checklists are complete, • Enters patient demographic, clinical, and insurance and authorization information into the computer system, • Coordinates with other departments including Sales, Access and clinical staff regarding the status of the referrals and any authorization requirements and out of pocket cost required to be collected before delivery, • Ensures that insurance verification is completed and patient has accepted financial responsibility prior to initial shipment., • Completes documentation of progress notes in computer system, • Notifies patients/caregivers regarding insurance coverage and payment responsibilities, • Maintains confidentiality of patient and proprietary information., • Other duties as assigned, • Supervisory Responsibility: No Qualifications • High School Diploma/GED or equivalent required; Associate's Degree or some college preferred, • Experience working with all payer types, including Medicare, Medicaid and commercial insurance companies, • Knowledge of insurance verification and pre-certification procedures, • Understands the scope of services that Amerita can provide, • Strong verbal and written communication skillsTo perform this role will require constantly sitting, standing and typing on a keyboard with fingers, and occasionally walking, bending, and reaching. The physical requirements will be the ability to push/pull and lift/carry 10-30 lbs About our Line of Business Amerita, an affiliate of BrightSpring Health Services, is a specialty infusion company focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. Committed to excellent service, our vision is to combine the administrative efficiencies of a large organization with the flexibility, responsiveness, and entrepreneurial spirit of a local provider. For more information, please visit www.ameritaiv.com. Follow us on Facebook, LinkedIn, and X. Salary Range USD $30.00 - $32.00 / Hour

Legal Intake Specialist | Long Island, NY | $55,000 - $65,000 Base Salary + Benefits This Jobot Job is hosted by: Andrew Harrison Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $55,000 - $65,000 per year A bit about us: A highly respected plaintiff-side litigation law firm on Long Island is seeking a Legal Intake Specialist to join its growing team. This is an excellent opportunity for someone with legal intake, customer service, medical office, call center, or law firm experience who enjoys helping people, thrives in a fast-paced environment, and can communicate with empathy and professionalism during difficult situations. Why join us? Compensation & Benefits: $55,000 - $65,000 base salary Health Insurance 401(k) Flexible Spending Account (FSA) Paid Time Off Paid Sick Time Stable, team-oriented work environment Opportunity for long-term growth within a successful plaintiff litigation practice Job Details What You'll Do: Serve as the first point of contact for potential clients Handle inbound and outbound calls regarding new legal matters Gather, document, and organize case information Evaluate and qualify potential cases based on established criteria Maintain detailed notes and records within the firm's case management system Coordinate with attorneys and support staff regarding new matters Follow up with prospective clients in a timely and professional manner Ensure all leads and inquiries are handled with urgency and attention to detail What We're Looking For Prior experience in a law firm, legal intake, customer service, medical office, or call center environment preferred Strong phone presence and communication skills Excellent organizational and multitasking abilities Ability to remain calm and compassionate during sensitive conversations Detail-oriented with strong follow-through Comfortable working in a high-volume, fast-paced environment Experience with CRM or case management software is a plus Interested candidates are encouraged to apply directly through LinkedIn and reach out confidentially to Andrew Harrison at https://jobot.com/apply/intake-specialist/1479445449?utm_source=Monster Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Under the supervision of the Associate Director for Intake and Registration, the Intake and Registration Specialist will manage and participate in all aspects of Disability Services centralized intake process in support of students seeking disability services and accommodations. The Intake and Regis

SDR / Client Intake Specialist. We are looking for a highly driven, organized, and proactive SDR / Client Intake Specialist to join a growing U. English speaking quality must be highly fluent and client-facing.