Financial Account Skilled Intake Specialist

WHATYOU'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 WHOYOU 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 WHATWE 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 Lead