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Financial Account Skilled Intake Specialist at SMDigital · web2uaApply on the original site
Companies in this catalog do not charge applicants. Never send money to apply.
- 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 ARE3+ 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 plusA warm, professional communicator — you handle sensitive conversations with care and confidenceDetail-oriented and accurate — you know the small things make a big difference in this industryComfortable managing multiple cases simultaneously without dropping the ballDiscreet and trustworthy with sensitive client and legal informationFlexible with shifting schedules and thrives in a fully remote setupWHATWE OFFERFull-time remote work with a complete WFH support programMaxicare HMO + PhilHealth coverageSIL, PTO, and a special birthday leavePaid vacation leaveZero-interest employee loan programPerformance bonuses and merit-based recognitionMonthly Gen Pow-Wows and team engagement events with prizesArvios Leadership Development Academy and workshop programsMonthly 1-on-1 touchbase calls with your HR partnerHOMEOFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT)Stable internet connection with at least 100 Mbps postpaidLaptop/Computer Specs: Minimum 16GB RAM with Intel i5 core processor, AMD Ryzen 5, or higher equivalent.For Windows users: Windows 11 OS is requiredNoise-Cancelling Headset
Dual Monitor is mandatory
- Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup
- Originally posted on Himalayas