Financial Account Skilled Intake Specialist

WHAT YOU'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 WHO YOU 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 WHAT WE 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 HOME OFFICE 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 • External Camera • Dual Monitor is mandatory • Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup