Log in
All jobs
S

Financial Account Skilled Intake Specialist

SMDigital
Remote (Cebu, Philippines) Posted Sep 11, 2026
Full-timeRemote

About this role

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

  • Dual Monitor is mandatory

  • Backup Internet Connection (Prepaid Home WIFI Router or Pocket WIFI) and Power Outage Backup

Your next opportunity starts here

Prepare, apply, track, interview and get hired — all from one platform, with AI in your corner.

Download app

Or sponsor Premium for someone who's job hunting →