Financial Account Skilled Intake Specialist
smdigital
| Company | smdigital |
| Category | Finance |
| Location | Cebu |
| Remote | Remote |
| Employment | Full-time |
| Level | Mid |
| Salary | Not stated by the employer |
| Posted | 17 Jul 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (breezy) |
Description
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