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Pedro
Client Support Specialist with legal and real estate experience
Contacto
Competencias
Assisted attorneys with legal research, documentation, and case organization to support legal proceedings.
Provided professional client interactions in legal, real estate, and healthcare environments, ensuring client needs were addressed effectively.
Conducted cold calls, client intake, and debt negotiations, demonstrating ability to communicate persuasively.
Utilized scheduling software to coordinate patient appointments and clinic operations efficiently.
Proficient in various legal, medical, and operational software platforms including Excel, Word, Smart Advocate, and scheduling systems.
Educación
Idiomas
Resumen
Experienced client support and legal assistant with skills in documentation, client communication, scheduling, and negotiation across legal, healthcare, and real estate sectors.
Logros Clave
- Supported attorneys with legal research and documentation, improving case workflow
- Held roles in real estate lead generation and debt collection, demonstrating communication skills
- Managed appointment scheduling and patient communication in healthcare setting
Experiencia
Cold Caller
Conducted outbound cold calls to prospective, introducing Meyer Rei LLC services and generating leads for real estate investment firms., Maintained accurate records of calls, and responses and followed activities using CRM.
Client Support Specialist/ Legal Assistant
Assisted attorneys with legal research, documentation preparation, and case management tasks to support efficient workflow and case progression., Maintained accurate and organized client files with and case documentation ensuring compliance with legal standards and confidentiality requirements., Conducted client intake interviews, gathering relevant information and assisting with the preparation of legal documents and forms., Demonstrated professionalism, discretion, and integrity in all interactions with clients, colleagues, and external stakeholders., Adapted quickly to changing priorities and deadlines in a dynamic legal environment, prioritizing tasks effectively to meet the client's needs and firm objectives.
Debt Collection Specialist
Cold Calling Debtors via phone calls, text message or email and offer programs to help with the debt., Using negotiation skill to reach mutually acceptable payment plans or settlements with debtors, considering their financial circumstances., Providing courteous and professional customer service to debtors addressing inquiries and concern regarding their debts.
Appointment Scheduler
Communicated with patients to coordinate appointments ensuring adherence to clinic policies and procedures., Addressed patient inquiries and concerns regarding appointments, procedures, and clinic protocols with professionalism and empathy., Utilized Software Scheduling systems to maintain accurate and up-to-date patient appointment calendars and reminders, minimizing scheduling conflicts and maximizing clinic resource., Implemented and maintained effective appointment scheduling protocols and procedures to streamline clinic operations and improve patient satisfaction.