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