Dedicated professional with experience managing disability cases, providing bilingual support, and streamlining client processes. Skilled in CRM tools and documentation, committed to delivering exceptional service.
Expertise in managing disability and social security cases from intake to resolution, ensuring compliance and client satisfaction.
Proficient in providing bilingual customer support via phone, chat, and email, resolving issues efficiently.
Skilled in documenting cases accurately and maintaining organized records across CRM and internal systems.
Proficient in Clio, Salesforce, Zendesk, Microsoft Office, Google Workspace, and AI tools like Copilot.
Morgan & Morgan
Managed Social Security Disability client cases from intake through attorney referral.. Determined eligibility and completed SSDI/SSI applications.. Prepared and reviewed retainer agreements.. Scheduled appointments and managed calendars.
Microsoft Azure
Delivered bilingual phone, chat and email support.. Resolved billing/account issues.. Documented cases in CRM.. Collaborated with internal teams.
TravelPerk
Managed travel booking support via email.. Processed itinerary and billing changes.. Maintained accurate documentation.
High school diploma
Participation Certificate
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