Intake Specialist – Financial

SMDigital-PH; Cebu City; On-site; PHP 446,400 - 691,920; Full time

Benefits offered by this job

Full-time remote work with WFH support

MaxicareHMO + PhilHealth

Paid vacation leave

Performance bonuses

Monthly team engagement events

Job summary

SMDigital-PH is seeking a remote intake specialist to handle inbound and outbound calls for pre-settlement funding. You will gather accurate case information, assess eligibility, and route to the funding team for review. Coordinate with attorneys to collect documents and maintain precise case records.

The role requires 3+ years in call center or related fields, a professional, discreet communicator, and the ability to manage multiple cases remotely with strong attention to detail.

Qualifications

• 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.
• A warm, professional communicator who handles sensitive conversations with care.
• Detail-oriented and accurate; the small things make a big difference.
• 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.

Responsibilities

• 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.

Skills

Call center experience

Familiarity with funding processes

Strong communication skills

Detail-oriented

Discretion with sensitive information

Remote work adaptability

Job description

WHATYOU'LL OWN

• Handleinbound and outbound calls from clients seeking pre-settlement funding


• Gatheraccurate case information — accident details, attorney info, case status,and insurance data


• Assesscase eligibility and route to the appropriate funding team for review


• Coordinatewith attorneys and law firms to collect necessary documentation


• Keepdetailed, accurate records of every client interaction and case update


• Follow upconsistently to move cases through the pipeline without delays


• Maintaincompliance with industry regulations and data privacy standards

WHOYOU ARE

• 3+ yearsof experience in a call center, legal, financial, or intake-related role(Required)


• Familiaritywith pre-settlement funding, personal injury, or legal funding processesis a strong plus


• A warm,professional communicator — you handle sensitive conversations with careand confidence


• Detail-orientedand accurate — you know the small things make a big difference in thisindustry


• Comfortablemanaging multiple cases simultaneously without dropping the ball


• Discreetand trustworthy with sensitive client and legal information


• Flexiblewith shifting schedules and thrives in a fully remote setup

WHATWE OFFER

• Full-timeremote work with a complete WFH support program


• MaxicareHMO + PhilHealth coverage


• SIL, PTO,and a special birthday leave


• Paidvacation leave


• Zero-interestemployee loan program


• Performancebonuses and merit-based recognition


• MonthlyGen Pow-Wows and team engagement events with prizes


• ArviosLeadership Development Academy and workshop programs


• Monthly1-on-1 touchbase calls with your HR partner

HOMEOFFICE REQUIREMENTS (MUST PROVIDE SCREENSHOT)

• Stableinternet 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-CancellingHeadset


• DualMonitor is mandatory


• BackupInternet Connection (Prepaid Home WIFI Router or Pocket WIFI) and PowerOutage Backup