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 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

Originally posted on Himalayas