Lost Assets Specialist

United StatesContractMiddle
Salary not disclosed
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Job Details

Required Skills
CRM

Requirements

  • Active certification in Genealogy or Skip Tracing (highly preferred)
  • Experience in sales, collections, or client relations
  • Proficiency in CRM management
  • Proficiency in investigative software
  • Commitment to ethical and professional standards

Responsibilities

  • Utilize verified databases and skip tracing to find contact info
  • Conduct OSINT research via social media
  • Verify heirship using public records and probate data
  • Re-engage cold leads with new strategies
  • Maintain due diligence and notes in CRM
  • Guide claimants through legal documentation
  • Communicate company ethics and recovery promises
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