Job Description

The Director of Case Management oversees the full lifecycle of complex asset recovery claims, from client intake through state agency approval . This role demands an elite eye for detail, deep experience with complex file auditing, and a proven ability to ensure all documentation adheres to strict state regulatory requirements.

Key Responsibilities

• Case Execution & Document Analysis: Perform high-level audits and manage the pipeline for complex cases, ensuring evidence meets rigorous compliance standards.

• Research & Verification: Map family lineages, analyze estate structures, and conduct detailed public record searches to build bulletproof submission files.

• Team Leadership: Train and supervise staff on accurate, compliant processing techniques to minimize administrative rejections.

• Process Management: Meet tight deadlines for file submissions while ensuring quality control and resolving complex, escalated client inquiries.

Requirements

• Experience: 5+ years in high-stakes file administration, public records research, estate auditing, or similar regulatory compliance roles.

• Skills: Exceptional ability to interpret state administrative codes and manage complex, document-heavy workflows.

• Competencies: Mastery of genealogical tools, vital records databases, and archival research.

• Focus: A, meticulous, process-driven approach to documentation.

Benefits

• Medical, Dental, Vision, FSA, HSA (60 day waiting period applies)

• Life Insurance, Short Term/Long Term Disability (60 day waiting period

• applies)

• Employee Assistance Program (EAP)

• 10 days Paid Time Off (PTO - 90 day waiting period applies)

• 12 hours Volunteer Time Off (VTO)

• 401