True Lending Company
Position Overview
We are seeking a compassionate, detail-oriented Legal Assistant/Client Coordinator with experience in divorce law or mortgage lending to join our growing team. This role is critical to our success—you will be the first point of contact for clients navigating a challenging time, managing intake, follow-up, and report preparation for our divorce lending services. Primary Responsibilities Client Intake & Scheduling (30%) Conduct initial intake calls, collecting necessary information and documents
Schedule client consultations and manage calendar efficiently
Communicate with empathy and professionalism with clients navigating divorce
Prepare clients for consultations by gathering required financial documents
Follow up to collect missing documentation
Report Preparation & Document Management (30%) Draft comprehensive divorce lending reports based on client information
Review and organize client financial documents
Calculate income (training provided)
Prepare reports for final review and presentation to clients
Maintain organized digital filing systems
Follow‑Up & Client Communication (30%) Follow up with past clients to maintain relationships and check on their status
Answer routine client questions and emails
Track client progress and deadlines in CRM system (Jungo/Salesforce)
Coordinate with attorneys, divorce professionals, and mortgage team members
Send reminders for document submissions and appointments
Administrative Support (10%) Manage phone calls and email correspondence
Assist with social media content coordination (optional)
Support general office operations as needed
Maintain confidentiality and handle sensitive information with discretion
Qualifications
Required Qualifications Legal background: Experience with family law and divorce proceedings
Attention to detail: Exceptional accuracy in document review and data entry
People skills: Warm, empathetic, nurturing demeanor when working with clients in difficult situations
Technology proficiency: Comfortable learning new software systems (CRM, mortgage platforms, document management)
Organization: Ability to manage multiple clients and deadlines simultaneously
Communication: Excellent written and verbal communication skills
Independence: Self‑motivated with the ability to work remotely with minimal supervision Preferred Qualifications Experience with residential mortgage lending and/or real estate
Basic understanding of financial documents (tax returns, pay stubs, bank statements)
Experience with CRM systems (Salesforce, Jungo, or similar)
Social media or marketing support experience
Comfortable with numbers and basic calculations Compensation
$41,600 - $48,500 per year NOTE: This is a remote position, but the employee must be working from Montana.
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We are seeking a compassionate, detail-oriented Legal Assistant/Client Coordinator with experience in divorce law or mortgage lending to join our growing team. This role is critical to our success—you will be the first point of contact for clients navigating a challenging time, managing intake, follow-up, and report preparation for our divorce lending services. Primary Responsibilities Client Intake & Scheduling (30%) Conduct initial intake calls, collecting necessary information and documents
Schedule client consultations and manage calendar efficiently
Communicate with empathy and professionalism with clients navigating divorce
Prepare clients for consultations by gathering required financial documents
Follow up to collect missing documentation
Report Preparation & Document Management (30%) Draft comprehensive divorce lending reports based on client information
Review and organize client financial documents
Calculate income (training provided)
Prepare reports for final review and presentation to clients
Maintain organized digital filing systems
Follow‑Up & Client Communication (30%) Follow up with past clients to maintain relationships and check on their status
Answer routine client questions and emails
Track client progress and deadlines in CRM system (Jungo/Salesforce)
Coordinate with attorneys, divorce professionals, and mortgage team members
Send reminders for document submissions and appointments
Administrative Support (10%) Manage phone calls and email correspondence
Assist with social media content coordination (optional)
Support general office operations as needed
Maintain confidentiality and handle sensitive information with discretion
Qualifications
Required Qualifications Legal background: Experience with family law and divorce proceedings
Attention to detail: Exceptional accuracy in document review and data entry
People skills: Warm, empathetic, nurturing demeanor when working with clients in difficult situations
Technology proficiency: Comfortable learning new software systems (CRM, mortgage platforms, document management)
Organization: Ability to manage multiple clients and deadlines simultaneously
Communication: Excellent written and verbal communication skills
Independence: Self‑motivated with the ability to work remotely with minimal supervision Preferred Qualifications Experience with residential mortgage lending and/or real estate
Basic understanding of financial documents (tax returns, pay stubs, bank statements)
Experience with CRM systems (Salesforce, Jungo, or similar)
Social media or marketing support experience
Comfortable with numbers and basic calculations Compensation
$41,600 - $48,500 per year NOTE: This is a remote position, but the employee must be working from Montana.
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