Financial Account Skilled Intake Specialist
Posted Updated
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 Leadership Development Academy and workshop programs
- Monthly 1-on-1 touchbase calls with your HR partner
HOMEOFFICE 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