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

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

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

Financial Account Skilled Intake Specialist

Job Description