Bilingual Intake Specialist – Legal & Financial Services

Are you someone who combines empathy, attention to detail, and strong communication skills? We are looking for a Skilled Intake Specialist to become the first point of contact for clients navigating challenging legal and financial situations related to personal injury and pre-settlement funding.

In this role, you will support clients with warmth, professionalism, and efficiency while helping move their cases forward.

What You'll Do

• Handle inbound and outbound calls with English and Spanish-speaking clients
• Gather and verify case information, including accident details, attorney contacts, insurance information, and case status
• Assess case eligibility and coordinate with the appropriate funding team
• Follow up with attorneys and law firms to obtain required documentation
• Maintain accurate and organized records of all client interactions
• Ensure confidentiality and compliance with sensitive legal and financial information
• Provide compassionate and professional support throughout the client journey

What We're Looking For

• 3+ years of experience in a call center, intake, legal, or financial-related role
• Advanced English level with a neutral accent
• Strong communication and active listening skills
• High attention to detail and ability to manage multiple active cases
• Ability to remain calm and empathetic in emotionally sensitive situations
• Strong sense of ownership, accountability, and follow-through
• Experience with pre-settlement funding or personal injury cases is a plus

What Makes Someone Successful in This Role

✔ Emotionally intelligent and client-focused

✔ Organized and detail-oriented

✔ Proactive and solution-driven

✔ Coachable and eager to grow

✔ Comfortable communicating with clients, attorneys, and law firms

✔ Committed to confidentiality and professionalism

Work Details

• 100% Remote
• Full-Time Position
• Schedule aligned to US Eastern Time
• Competitive compensation based on experience