Settlement Clerk at Nachawati Law Group in Dallas, TX

Description

Settlement Clerk (In Office)

Previous settlement experience in a law firm is required

Are you a detail-oriented, organized, and results-driven professional with a passion for ensuring smooth and efficient processes? Do you thrive in a fast-paced environment and enjoy coordinating complex transactions from start to finish? If so, we want YOU to be our next Settlement Clerk!

The Settlement Clerk is responsible for managing the processing of case settlements between the accounting department and the legal settlement department from receipt of funds through final disbursement. This role ensures accuracy, compliance, and timeliness in financial transactions, lien resolution, and client payments. The ideal candidate is detail-oriented, organized, and experienced in handling legal financial workflows.  

Settlement Processing 

• Coordinate with Settlement Manager regarding receipt of settlement funds (checks, wires, ACH) 
• Work with settlement and accounting departments to determine the accuracy of case expenses and payee information. 
• Create a tracking system and coordinate attorney approval of all disbursements
• Ensure all case expenses and settlement amounts are recorded at the case level in Litify

Disbursements & Payments 

• Ensure all disbursements align with settlement agreements and firm policies 
• Mail out all settlement payments to clients, medical providers, lienholders, and third parties 
• Track and confirm delivery of funds
• Once all settlement tasks are complete, ensure cases are closed in Litify and Sage Intacct

Documentation & Recordkeeping 

• Maintain complete and organized records 
• Upload and track all settlement-related documents in the firm’s case management system 
• Ensure proper documentation for audits and compliance 
• Maintain detailed records of all disbursements and ensure they are properly documented in the firm’s database

Client & Vendor Communication 

• Coordinate with the settlement regarding settlement status and disbursements 
• Respond to internal team inquiries regarding settlement progress

Quality Control & Compliance 

• Verify the accuracy of all settlement memos and settlement check/disbursements 
• Ensure adherence to firm policies, legal requirements, and ethical standards 
• Identify and escalate discrepancies or issues 

Qualifications

• High school diploma required; associate or bachelor’s degree preferred 
• 1–3+ years of experience in a law firm, preferably in settlement, accounting, or personal injury
• Precious experience with reviewing expenses and settlement distributions is required.  
• A strong understanding of legal settlement processes and trust accounting is required 
• Proficiency in Microsoft Office (Excel, Word) and case management software 
• Experience with legal accounting systems is a plus 

Skills & Competencies

• Exceptional attention to detail and accuracy 
• Strong organizational and time management skills 
• Ability to handle sensitive financial information with confidentiality 
• Clear communication and client service skills 
• Ability to manage multiple cases and deadlines simultaneously 
• Problem-solving mindset with a proactive approach

Why You’ll Love Working with Us

• Collaborative Environment: Work alongside a team of professionals dedicated to delivering exceptional service to clients.
• Competitive Compensation: We offer a competitive salary and benefits package, including health insurance, retirement plans, and generous paid time off.
• Career Development: Take advantage of opportunities for professional growth and advancement within the company.
• Work-Life Balance: We understand the importance of balance and offer flexibility to support both your personal and professional life.
• Impact: Your role will have a direct impact on the success of our clients and the company—be part of something that truly makes a difference!

What We Offer

• A competitive compensation package based on experience
• A comprehensive and generous benefits package, including medical, dental, vision, short-term and long-term disability, parental leave, pet insurance options, and life/AD&D coverage
• An industry-leading 401(k) program with up to 6% employer match
• A highly collaborative and diverse work environment
• The opportunity to work with and learn from seasoned civil litigators and former public servants
• The very real opportunity to make a difference

Ready to Make an Impact?

If you’re a motivated, detail-oriented professional with a passion for ensuring smooth transactions, we’d love to hear from you!

Join the Nachawati Law Group and be the driving force behind successful transactions, helping our clients achieve their goals with confidence!

Nachawati Law Group is an equal employment opportunity firm and considers all individuals regardless of race, religion, sex, national origin, age, disability, veteran status, or sexual orientation. We do not tolerate discrimination in hiring, work responsibilities, promotions, compensation, terminations, or any other employment conditions.