Financial Account Skilled Intake Specialist at SMDigital · ApplyPickApply on the original site
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- WHATYOU'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
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