Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandi Findley

Kansas City,US

Summary


As a devoted Mass Tort professional I have experience in case management, intake, quality assurance, and assisting in operations. I proactively and quickly identify the best course of action for given scenarios. Confident handling of all assigned tasks independently and in teams with highly organized approach to work. Able to manage and train other employees with fair and consistent direction and supervision.

Overview

8
8
years of professional experience

Work History

Intake Specialist/Administrative Assistant/QA Dir.

Reliable Legal Marketing LLC
01.2024 - Current
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Completed intake assessment forms and filed clients' charts.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Supervised the Quality Assurance department to ensure compliance with industry standards.
  • Assisted the director of operations with administrative tasks.

Legal Intake Specialist

Reliance Litigation
01.2023 - Current
  • Respond to inquires to participate in Mass Tort Litigations; Ensure inquiries meet criteria; Document calls and findings; Prepare Retainer and Medical Releases and get them signed and forwarded to law office

OWNER WEDDING PLANNING COMPANY

Beautiful Days With Brandi
01.2017 - Current
  • Employ excellent organization and time management skills to achieve desired results; Implemented successful business strategies to increase revenue and target new markets; Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships; Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements

Intake Specialist

Illumination Litigation Support
01.2020 - 12.2022
  • Assist law firms with intake needs; Field intake calls; Interview intakes with potential; Review intake criteria; Sign Retainers and medical releases with intakes; Start files for intakes; Order medical records for intakes; Present intakes to the team

LEGAL ASSISTANT

Bertram and Graff
03.2017 - 12.2019
  • Participated in client interviews; Corresponded daily with clients; Responded to client calls and inquiries to deliver applicable information; Created and updated case management and client account databases
  • Indexed, timelined, summarized, filed, sent to experts securely; Managed release of information requests and gathered medical records
  • Secured expert medical witnesses

Education

Associate of Arts - Paralegal Studies

Penn State University
Remote

Nursing Diploma - Nursing

Northwest Missouri Area Technical School
Maryville, MO
07-1996

Skills

  • Client onboarding
  • Data entry
  • Client communication
  • Information gathering
  • Customer interaction
  • Report generation
  • Office administration
  • Time management
  • Interpersonal skills
  • Multitasking
  • Document review
  • Communication skills
  • Organizational skills
  • Record keeping
  • Critical thinking
  • Information accuracy
  • Information verification
  • Client follow-up
  • Team collaboration
  • Administrative support
  • File management
  • Quality assurance

Timeline

Intake Specialist/Administrative Assistant/QA Dir.

Reliable Legal Marketing LLC
01.2024 - Current

Legal Intake Specialist

Reliance Litigation
01.2023 - Current

Intake Specialist

Illumination Litigation Support
01.2020 - 12.2022

LEGAL ASSISTANT

Bertram and Graff
03.2017 - 12.2019

OWNER WEDDING PLANNING COMPANY

Beautiful Days With Brandi
01.2017 - Current

Associate of Arts - Paralegal Studies

Penn State University

Nursing Diploma - Nursing

Northwest Missouri Area Technical School
Brandi Findley