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