Bankruptcy Case Coordinator

Simula Financial is a fast-growing US debt-relief company helping clients overcome financial hardship through Debt Settlement and Bankruptcy Support Services.

We are not a law firm and we do not give legal advice.

Instead, we guide clients through the administrative and organizational steps required for a smooth bankruptcy filing with a licensed US attorney.

We are expanding our operations and looking for a highly organized, detail-oriented, and dependable Case Coordinator based in the Philippines.

Position Overview

The Bankruptcy Case Coordinator manages the administrative side of a client's bankruptcy file.

You will:

• Collect required documents
• Organize and verify client information
• Prepare the file for attorney review
• Support clients through the step-by-step process
• Coordinate with attorney partners
• Ensure all tasks and deadlines are completed accurately

This role is process-heavy, detail-heavy, and requires excellent communication skills.

You will never provide legal advice all legal questions are handled by the attorney.

Key Responsibilities

• Follow a structured, step-by-step workflow for each client case
• Collect required documents: ID, bank statements, paystubs, tax returns, etc.
• Review documents for accuracy and consistency
• Input and organize information in Zoho CRM and Google Drive
• Communicate with clients via phone, SMS, and email
• Track deadlines and ensure all required items are submitted on time
• Assist clients in completing mandatory credit counseling courses
• Prepare the case file for attorney review and upload to their portal
• Provide professional and compassionate support to clients
• Maintain strict confidentiality and follow company compliance standards
• Never provide legal advice

Qualifications

Required

• Experience in any of the following (1–2 years minimum):
• US mortgage processing
• Medical billing
• Insurance claims
• Loan underwriting
• Paralegal or legal assistant work
• Administrative roles requiring strong document management
• Exceptional attention to detail
• Strong English communication skills (written & verbal)
• Highly organized and able to manage multiple cases simultaneously
• Comfortable working with clients under financial stress
• Ability to follow strict procedures without deviation
• Proficient with:
• Google Drive
• PDF editing
• CRM systems (Zoho preferred but not required)

Preferred (Not Required)

• Experience with US clients
• Background in financial services, credit, or debt relief
• Familiarity with administrative workflows involving attorneys

Work Schedule

• Full-time
• Monday to Friday US hours
• Occasional flexibility for client communication

Compensation

• ₱40,000 – ₱50,000 per month, depending on experience
• Performance bonuses after probation
• Long-term career growth opportunities
• Stable, US-based employer with consistent workload

How to Apply

Please submit your:

• Updated resume
• Short cover note explaining:
• Why you are a good fit
• Your experience handling documents and client files
• Your expected monthly salary

Job Type: Full-time

Pay: Php40, Php50,000.00 per month

Benefits:

• Paid training
• Work from home

Application Question(s):

• Do you have experience working in any of the following? (Select all that apply)
• US mortgage processing
• Medical billing
• Insurance claims
• Loan underwriting
• Paralegal or legal assistant work
• Document-heavy admin wor
• How many years of experience do you have working with US-based clients?
• This role involves collecting and organizing sensitive client documents. How would you rate your attention to detail?
• Describe your experience working with documents such as paystubs, tax returns, IDs, and bank statements.
• Are you comfortable communicating with clients who may be stressed or emotional due to financial hardship?
• Which tools have you used in past roles? (Select all that apply)
• Google Drive
• Dropbox
• Zoho CRM
• Salesforce
• PDF editors (e.g., Adobe, Preview)
• Case management software

• None of the above

• This role requires following strict workflows with no deviation. How do you feel about that?

• I prefer structured, checklist-driven work
• I'm comfortable with structure but like flexibility
• I prefer flexible, unstructured work
• Are you comfortable working US hours
• What is your expected monthly salary (PHP)?
• Please provide a short explanation of why you believe you are a strong fit for a document-heavy, detail-driven role.

Work Location: Remote