Financial Account Skilled Intake Specialist

About the role

We are looking for a Financial Account Skilled Intake Specialist to manage inbound and outbound client calls, gather case details, and coordinate pre‑settlement funding processes. The role is fully remote and requires careful handling of sensitive legal and financial information.

Key responsibilities

• Handle inbound and outbound calls from clients seeking pre‑settlement funding.
• Gather accurate case information, including accident details, attorney info, case status, and insurance data.
• Assess case eligibility and route cases to the appropriate funding team for review.
• Coordinate with attorneys and law firms to collect necessary documentation.
• Maintain detailed, accurate records of every client interaction and case update.
• Follow up consistently to move cases through the pipeline without delays.
• Ensure compliance with industry regulations and data privacy standards.

Required profile

• 3+ years of experience in a call center, legal, financial, or intake‑related role.
• Familiarity with pre‑settlement funding, personal injury, or legal funding processes is a strong plus.
• Warm, professional communicator who handles sensitive conversations with care and confidence.
• Detail‑oriented and accurate, understanding that small details matter in this industry.
• Ability to manage 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.

What we offer

• Full‑time remote work with a comprehensive work‑from‑home support program.
• Maxicare HMO and PhilHealth coverage.
• Sick leave, paid time off, and a special birthday leave.
• Paid vacation leave.
• Zero‑interest employee loan program.
• Performance bonuses and merit‑based recognition.
• Monthly team engagement events with prizes.
• Leadership Development Academy and workshop programs.
• Monthly 1‑on‑1 touchbase calls with an HR partner.