Financial Account Skilled Intake Specialist

WHAT YOU'LL OWN Handle inbound and outbound calls from clients seeking pre-settlement funding Gather accurate case information — accident details, attorney info, case status, and insurance data Assess case eligibility and route to the appropriate funding team for review Coordinate with attorneys and law firms to collect necessary documentation Keep detailed, accurate records of every client interaction and case update Follow up consistently to move cases through the pipeline without delays Maintain compliance with industry regulations and data privacy standards WHO YOU ARE 3+ years of experience in a call center, legal, financial, or intake-related role (Required) Familiarity with pre-settlement funding, personal injury, or legal funding processes is a strong plus A warm, professional communicator — you handle sensitive conversations with care and confidence Detail-oriented and accurate — you know the small things make a big difference in this industry Comfortable managing multiple cases simultaneously without dropping the ball Discreet and trustworthy with sensitive client and legal information Flexible with shifting schedules and thrives in a fully remote setup WHAT WE OFFER Full-time remote work with a complete WFH support program Maxicare HMO + PhilHealth coverage SIL, PTO, and a special birthday leave Paid vacation leave Zero-interest employee loan program Performance bonuses and merit-based recognition Monthly Gen Pow-Wows and team engagement events with prizes Arvios Leadership Development Academy and workshop programs Monthly 1-on-1 touchbase calls with your HR partner HOME OFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT) Stable internet connection with at least 100 Mbps postpaid Laptop/Computer Specs: Minimum 16GB RAM with Intel i5 core processor, AMD Ryzen 5, or higher equivalent. For Windows users: Windows 11 OS is required Noise-Cancelling Headset Dual Monitor is mandatory Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup