Intake Specialist
Team Holden
Moreno Valley, CA US
Posted ago
Team Holden

Our rapidly-growing company is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and send out intake packages. You will guide them in completing their package so that they can get the counseling that is needed. Manage new client onboarding and data entry, keep up with spreadsheets, issue certificates, book and manage their appointments.

You will also reach out to other nonprofit organizations that we can partner with to help and assist the community. You will be the face of this side of the business. You are the director of first impressions. You must be excellent at spreadsheets, being organized, and able to handle multiple clients via phone, email and text on a daily basis. Data entry is a very important piece of this puzzle when it comes to uploaded information into the system for each and every client.

We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency

  • You will book appointments and take payments for counseling sessions.

Cross-training is available and you will learn many aspects of the business, not just your job duties. So this list is not exhaustive, but will include some of your daily tasks.

  • Skilled with Microsoft Office, especially Microsoft Excel
  • Possesses outstanding communication skills and sense of empathy
  • Previous customer service or sales experience preferred

  • Spanish Speaking a Plus

About Team Holden

We have been in the real estate industry since 2006. We service Southern and Northern California. We help people purchase and sell homes, land, and multifamily homes as well. We partner with great organizations that help people in many different areas of real estate, mainly the underserved communities. We are looking for a team member who is ready to help grow the business both online and in the public eye.

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