Updated 09/2014
CONFIRMATION/TRCC SPECIALIST
I. INTRODUCTION
The Confirmation\TRCC Specialist is a position that encompasses job duties and processes
related to several primary functions of the Confirmation team: Claims, Confirmation, Trustee’s
Recommendations Concerning Claims (“TRCC”) and Mid Case Audits.
The specialist is responsible for timely processing claims into the appropriate case which would
include verifying the type of claim that has been filed (secured, priority or general unsecured) and
ensuring proper coding for disbursement. The specialist would also be responsible for
determining if the claim was appropriately filed and notifying Legal to review for possible
objections if not.
The specialist is responsible for the preparation and maintenance of the confirmation dockets,
including but not limited to amending, correcting, or resolving any issues that occur between the
filing of the plan and confirmation in a timely manner. This would include reviewing all amended
plans for adverse changes to creditors, receiving and tracking all objections to confirmation, and
working with both the Debtor and Creditor Attorneys to resolve any outstanding objections as well
as electronically filing the final Confirmation Orders with the Court.
The specialist is responsible for the preparation of the TRCC. This process includes doing a full
case audit as soon as practical after the Governmental Claim Bar Date has expired; including
review of proof of claims, generation of a plan calculation and proposing a modification to address
outstanding issues within the current plan, if necessary. The specialist in this position would be
responsible for preparing and filing the TRCC, reviewing all objections/responses to the TRCC for
validity, preparing the dockets for hearings, as well as assisting the attorneys and their staff with
questions pertaining to TRCC. Additionally, you will electronically file the final TRCC Order with
the Court.
The last key function of this position is to perform a full case audit when the case is midway
through completion. This would include, but is not limited to a review of the proof of claims
against Pacer. Review of the Confirmation Order, TRCC Order, and any Modifications that have
been approved to ensure we reflect all changes correctly in the system. The specialist would also
be responsible for generating a plan calculation to determine if the plan is sufficient to pay all
allowed claims and take the appropriate steps if the plan is not sufficient.
II. MAJOR DUTIES AND RESPONSIBILITIES
A. Properly enter secured, priority and unsecured proof of claims on confirmed and unconfirmed
cases into the system and resolve any discrepancies with proof of claims.
B. Code and audit all Authorization for Pre-Confirmation Disbursements (APDs) to the Debtor
Attorneys and Creditors.
C. Prepare case for confirmation which includes, but is not limited to resolving objections and
securing all required documents.
D. Review all Amended Plans for any adverse changes to creditors and determine if the PreHearing Conference needs to be re-noticed.
E. File and serve Notice of Pre-Hearing Conference on Amended Plans, when necessary and
TRCC notices as required.
F. Log all Objections to Confirmation in the Matter Calendar. Work with both Debtor and
Creditor Attorneys to resolve outstanding Objections to Confirmation
G. Prepare the Confirmation and TRCC Dockets for the Pre-Hearing Conference and attend
Pre-Hearing Conference with Legal Department.
H. Review files, process plan calculations, and make necessary changes to the Confirmation
Orders and upload electronically to the Court
I.
Prepare TRCC for all cases which included case audit, review of the docket and claims
registry.
J. Determine if case requires a modification by performing a plan calculation to determine
sufficiency.
K. Prepare, audit and electronically file TRCC orders.
L. Review and perform a full audit on each case midway through completion to ensure plan is
sufficient and resolve any outstanding issues.
M. Ability to flex job knowledge to allow for future cross-training of other bankruptcy functions.
III. OTHER DUTIES
A.
B.
C.
D.
E.
F.
Possibility of serving as a Presiding Officer at 341 meetings.
Answer customer service calls from debtors, creditors, attorneys and court employees.
Draft and issue letter and/or documents to external customers when necessary.
Serve as backup to Customer Service at reception desk as needed.
Receive and review departmental mail.
Assist in all other functions of the department.
IV. PERSONAL CONTACT
A. Debtor attorneys, debtors, creditor attorneys and creditors
B. Department Manager, Assistant Manager, and all other Chapter 13 staff
C. Bankruptcy Court staff and Bankruptcy Judges
VI. PHYSICAL AND MENTAL REQUIREMENTS
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
Legal or bankruptcy background preferred.
Special attention to details, procedures and accuracy.
Must have good organization skills and be self-motivated.
Proficient computer skills with emphasis on Microsoft Office package and ability to quickly
learn proprietary software program.
Maintaining professionalism and appropriate behavior while communicating with the personal
contacts referenced above.
Ability to successfully manage stress and pressure associated with high volume of work and
pending deadlines.
Ability to prioritize and schedule varied activities.
Good communication skills and ability to get along well with others and work in team
environment.
College degree preferred.
May need to be able to lift up to forty (40) pounds to assist with office functions.
V. OTHER
A. Any other duties as requested.