Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Alejandra Rosales

Los Angeles,CA

Summary

Relationship building, goal oriented individual seeking a position where all acquired skills will be valued, while making a significant contribution to the company.

Overview

10
10
years of professional experience

Work History

Case Manager

Sunset West
03.2024 - Current
  • Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
  • Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
  • Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
  • Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
  • Enhanced communication between clients and providers through consistent follow-ups and progress updates.
  • Achieved positive client outcomes by developing and implementing comprehensive case management plans.
  • Advocated for client rights when interacting with external agencies or institutions, ensuring fair treatment at all times.
  • Developed and implemented comprehensive case management plans to address client needs and goals.

Case Manager

Ellis Law Firm
01.2023 - 11.2023
  • Assessed clients needs by building rapport and asking questions based on accident/injuries in order to refer for treatment.
  • Work directly with insurance companies sending LORs, discuss offers, and file claims on behalf of plaintiff/defendant.
  • Reviewed case files to ensure accuracy of information.
  • Prepared reports on case progress for review by attorneys.
  • Created timelines for completion of tasks associated with each case.
  • Respond to client calls and inquiries to deliver applicable information.
  • Request medical/billing records on behalf of the client to prepare the file for demand.
  • Discussed treatment recommendations with client, doctors, and attorneys to ensure the best recovery/compensation for clients.
  • Drafted correspondence, documented data and submitted materials to appropriate parties.
  • Requested policy limits to ensure quality of case treatment.
  • Met with clients and attorneys to discuss case details and evidence.
  • Created and updated case management and client account databases.
  • Negotiated offers directly with insurance companies.
  • Transferred files to litigation

Legal Assistant

Lalezary Law
03.2020 - 10.2022
  • Assisted Case Managers in coordinating and organizing case files, including inputting data into the computer system.
  • Prepared and mailed out all welcome letters for clients, plaintiffs/defendants insurance.
  • Provided administrative support to Case Managers by scheduling appointments, maintaining records, and tracking client progress.
  • Collaborated with other departments to ensure clients received appropriate services as needed.
  • Maintained confidentiality of all documents related to cases and clients.
  • Facilitated meetings between Case Managers and clients to discuss treatment options.
  • Requested medical/billing records on behalf of the client.
  • Established claims with insurance companies for all parties involved.

Retail Banker/Teller

Wells Fargo Bank, N.A.
05.2015 - 10.2019
  • Greeted customers and identified customer needs to provide appropriate banking services.
  • Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
  • Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
  • Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
  • Processed new accounts including checking, savings, certificates of deposit, and IRAs.
  • Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
  • Provided excellent customer service by promptly responding to telephone inquiries concerning account information or bank services.
  • Conducted financial reviews for customers in order to identify additional products or services that could benefit them.
  • Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.

Education

Bachelor of Arts - Business Administration And Management

El Camino College
Torrance, CA
06-2026

Skills

  • Problem-solving
  • Case management
  • Time management
  • Organization and multitasking
  • Documentation and reporting
  • Relationship building
  • Decision-making

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Case Manager

Sunset West
03.2024 - Current

Case Manager

Ellis Law Firm
01.2023 - 11.2023

Legal Assistant

Lalezary Law
03.2020 - 10.2022

Retail Banker/Teller

Wells Fargo Bank, N.A.
05.2015 - 10.2019

Bachelor of Arts - Business Administration And Management

El Camino College