Financial Account Specialist

SMDigital USA

Financial Account Skilled Intake Specialist managing client calls and case documentation for pre-settlement funding. Coordinating with attorneys while ensuring compliance and data privacy standards.

Posted 7/17/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client interactions and case documentation within the pre-settlement funding and legal funding sectors, ensuring compliance with industry regulations and data privacy standards.

Highest-signal resume keywords

3+ Years Experience In Call CenterPre-Settlement Funding FamiliarityDetail-Oriented Case ManagementProfessional Communication SkillsCompliance With Data Privacy Standards

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Warm CommunicatorDetail-OrientedTrustworthyFlexible

Industry Keywords

Legal FundingPersonal InjuryCase Eligibility AssessmentClient Interaction RecordsAttorney Coordination

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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