Alexa Umfer
Maitland,FL
Summary
Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Overview
3
3
years of professional experience
Work History
Referral Relationship Manager
Hill and Ponton, P.A.
07.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
Case Manager
Hill and Ponton, P.A.
03.2022 - Current
- Processed incoming mail, determined next steps required and completed calendaring in docket system
- Reviewed documents and records produced by clients, opposing counsel and other sources
- Obtained witness statements, checked evidence and evaluated merits of submitted information
- Communicated professionally with internal and external customers to build strong working relationships
- Uphold strict security and confidentiality of documents and data
- Researched statutory and case laws and summarized results to assist attorneys
- Scheduled case review meetings to discuss complex cases and procedural updates
- Opened new case files with appropriate correspondence, pleadings and discovery information based on type of case
Bartender
Persimmon Hollow Brewing Company
11.2021 - Current
- Balanced efficiency with exceptional service to manage guests in high-volume environment
- Engaged guests with friendly conversation to build bar loyalty and encourage repeat business
- Operated POS systems and managed bar tabs to track revenue
- Exceeded customer service expectations to earn positive feedback
Education
Bachelor of Science (B.S.) - Criminal Justice
University of Central Florida
12.2020
Skills
- Records Management
- Attorney Support
- Case File Organization
- Client Communication
- Research and Data Collection
- Document Preparation
- File and Records Management
- Client relationships
- Relationship building and management
- Excellent communication
Timeline
Referral Relationship Manager
Hill and Ponton, P.A.
07.2024 - Current
Case Manager
Hill and Ponton, P.A.
03.2022 - Current
Bartender
Persimmon Hollow Brewing Company
11.2021 - Current
Bachelor of Science (B.S.) - Criminal Justice
University of Central Florida