[100% Home Office] Family Petition Intake Specialist - Cali Valle Del Cauca - Termino Indefinido
About this role
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.
Company at a glance
Headquartered in Miami, Florida, Celerity Fiber is a private cable operator and Internet Service provider of broadband and telecommunications services, founded on the pillars of relentless customer service and revolutionary fiber Internet service with best-in-class practices.
Decades of experience building and managing projects and networks in partnership with major cable and telecom providers have allowed us to offer our properties the optimal infrastructure to residential and commercial customers, helping transform their homes and work spaces for today’s connectivity demands and tomorrow’s technology advancements.
Celerity Fiber networks allow us to offer residential services that include gigabit-speed internet, cloud-based IPTV video, streaming video services, and digital telephone services. Additionally, multi-gigabit capabilities offer commercial customers fast and reliable service with an array of scalable solutions with next-generation cloud-powered features for any size business. From inception, our focus has been to provide the most relevant technology, through Fiber to the Home systems, to deliver comprehensive video, internet, & telephone service to our target customers that range from gated communities, condominiums, apartments, RV resorts, rural areas, and to include, student housing, free-to-guest hospitality or healthcare, and commercial businesses. Most Celerity Fiber communities benefit from customized bulk contract pricing, fiber-optic technology, onsite training, and unparalleled support, but we also offer retail services on a property-by-property basis.
Celerity Fiber has built and manages over 1500 properties nationwide, bringing services to over 150,000 doors and over 50,000 hotel rooms, and continues to reinvest in technology, back-office support, nationwide expansion, our community, and the people who serve our clients.
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