Boulder Law Group, has 2 openings for a Legal Intake Specialist. Knowledge of Debt Settlement, Mortgage, Financial solutions for clients in hardship situations is required. Previous experience working as an intake specialist in an financial firm is a must.
This position is responsible for screening potential clients, calling back both existing and potential clients, and gathering information related to their case. Applicants must demonstrate strong people skills and flexibility.
Job Duties:
Intakes – Handle live calls to perform potential new client intakes and call back potential new clients in the system.
Gather comprehensive information from prospective clients that contact the firm by email, phone, and in-person
Following up with prospective and existing clients by phone and email
Determine if there is a legal aspect to a caller’s problem and summarize the issue
Requirements
At least 6 months experience performing financial-related intakes in a law firm setting
ALL INQUIRIES WILL BE KEPT STRICTLY CONFIDENTIAL.
Job Type: Full-time
Pay: $22.00 - $33.00 per hour
Hours of Operation: M-F 8-5
Education:
High school or equivalent (Preferred)
Experience:
Financial Consulting/Intake: 1 year (Preferred)