Brandi Whitt
Jasper
Summary
Resourceful client liaison with over ten years of experience, adept at ensuring high productivity and efficient task completion. Possess specialized skills in client communication, problem resolution, and relationship building. Excel in utilizing empathy, active listening, and negotiation to enhance client satisfaction and foster positive outcomes.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Client Liaison
Zarzaur & Schwartz
Birmingham
12.2023 - Current
- Act as the primary liaison between attorneys, litigation, collections, and clients—especially two large commercial accounts.
- Follow up on client requests, and ensure timely resolution of inquiries.
- Compile and organize reports and information for daily, weekly, and monthly client audits.
- Review and produce documents for attorney review or signature.
- Analyze client correspondence to determine case actions, and ensure file accuracy.
- Implement client expectations in daily workflow, and monitor call quality to ensure a positive client experience.
- Generate detailed reports in accordance with specific client requirements.
- Arranged for debt repayment and established repayment schedule based on customer finances.
- Collaborated with customer service teams to address and resolve debtor inquiries.
- Prepared and sent out demand letters and collection notices to delinquent accounts.
- Advised delinquent customers on strategies for debt repayment.
- Ensured compliance with federal and state collections laws and regulations.
- Followed fair debt practices and regulatory guidelines when managing collections process.
- Met demands of busy collections group by performing high volume of daily calls.
- Reviewed documents such as contracts, invoices, letters and emails related to customer accounts.
- Collaborated with legal department officials on bankruptcy cases for management of proceedings and post-petition payments.
- Performed administrative functions for assigned accounts, recorded address changes and purged records.
- Utilized collections software and databases for efficient account management.
- Adhered to company policies and applicable laws while collecting debts from customers.
- Interviewed customers to obtain financial information, payment history and other relevant details.
- Utilized skip tracing techniques including phone calls, internet searches and databases.
- Assisted other departments with resolving any outstanding client issues.
- Demonstrated strong sense of ownership for customer issues, displaying empathy and maintaining productive dialogue throughout open requests.
- Prevented key account losses by researching discrepancies and correcting problems.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Receiving Specialist
Best Coal Inc.
Parrish
09.2021 - 05.2023
- Processed payroll and contract mechanic work orders across four mine sites.
- Managed daily reporting for equipment use, mechanical issues, and fuel consumption.
- Maintained organized documentation, and ensured accuracy in records and filings.
- Scheduled large shipments and planned logistics to reserve sufficient storage space for incoming items.
- Verified quantities, prices, and descriptions against purchase orders.
- Received and inspected incoming shipments to ensure accuracy of order.
- Communicated effectively with suppliers regarding product availability and delivery times.
- Inspected and recorded incoming and outgoing orders for count, damage and dates.
- Ensured that all products were stored properly and safely in designated locations within the warehouse facility.
- Troubleshot issues related to shipping and receiving in compliance with corporate procedures.
- Recorded shipment data for reporting, accounting or recordkeeping purposes.
- Worked closely with purchasing department to resolve discrepancies between shipped goods and ordered items.
- Maintained accurate records of all received goods in the company's computer system.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recorded and compiled operational data by completing and maintaining forms, logs or reports.
- Maintained updated knowledge through continuing education and advanced training.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Met with service vendors or product suppliers to facilitate delivery.
- Streamlined operational processes to increase efficiency and reduce costs.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Completed day-to-day duties accurately and efficiently.
Legal Intake Specialist
Superior Legal
Jasper
09.2016 - 02.2020
- Collected client information and maintained case files in a digital filing system.
- Drafted correspondence, researched case files, and scheduled appointments.
- Served as a key point of contact between clients and attorneys, transferring case information efficiently.
- Ensured confidentiality of all client data and maintained detailed records.
- Contacted witnesses and scheduled interviews and evaluations.
- Maintained a database of client records and updated it on a regular basis with new cases and relevant data.
- Coordinated and managed case files, ensuring all documents were accurately filed and easily accessible.
- Responded promptly to emails from current or prospective clients regarding their inquiries or concerns.
- Assisted in the screening of potential clients to determine if their legal matter falls within the scope of services provided by the firm.
- Conducted intakes for prospective clients and ensured that all necessary documents were completed accurately and timely.
- Coordinated communication between attorneys and staff members involved in specific cases.
- Gathered pertinent information from potential clients, including background details, case facts, contact information.
- Assisted attorneys in court by managing exhibits, taking notes, and ensuring all necessary materials were available.
- Maintained positive attitude and effectively de-escalated clients during crisis situations.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Utilized legal software and databases for case management and legal research.
- Followed up with clients regularly to ensure that they are informed about the status of their cases.
- Advised potential clients about available options for resolution of their legal issues based on knowledge gained through research and consultation with attorneys.
- Monitored and updated clients on case progress, including significant developments.
- Reviewed and organized documents related to personal injury cases.
- Obtained, reviewed and summarized medical records at direction of trial attorneys, consulting outside experts and arranging for medical examinations when relevant to cases.
- Compiled evidence such as police reports, photographs, accident reconstruction reports.
- Tracked, stored and organized data in accordance with proper chain of custody protocols.
- Coordinated medical records requests from physicians and hospitals.
- Processed closing documents and transactional documents for legal review.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Managed a large caseload of personal injury claims, including car accidents, medical malpractice, and slip and fall cases.
- Analyzed financial information related to damages incurred by clients due to personal injuries sustained.
- Conducted thorough investigations into the facts of each case to determine liability issues.
- Developed legal strategies for each case based on clients' needs and objectives.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Identified needs of customers promptly and efficiently.
Administrative Support & Medical Receptionist Roles
Walker Rural Health
Jasper
01.2003 - 01.2015
- Coordinated front desk operations, patient scheduling, and medical recordkeeping.
- Transcribed medical notes and ensured accuracy in documentation.
- Provided patient support, and managed multi-line phone systems and EMR software.
- Greeted and checked in patients, updating patient information in computer system.
- Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
- Interviewed patients to complete case histories and intake forms.
- Informed patients of financial responsibilities prior to rendering services.
- Checked vital signs of patients such as blood pressure and heart rate when requested by the chiropractor.
- Routed laboratory or diagnostic results to appropriate staff.
- Provided support to the chiropractor with patient care needs.
- Communicated with patients to resolve inquiries, schedule appointments and address billing questions.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Adhered to HIPAA requirements to safeguard patient confidentiality.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
- Assisted with filing of medical records and documents, maintaining accurate electronic files.
- Completed relevant insurance and other claim forms.
- Checked patients in and out for appointments and collected co-payments.
- Answered incoming calls, responding to inquiries from patients and other medical offices.
- Scheduled tests, lab work or x-rays for patients based on physician orders.
- Protected patients by observing strict HIPAA guidelines.
- Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians and medical assistants.
- Communicated with patients with compassion while keeping medical information private.
- Scheduled and confirmed patient appointments and consultations.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Processed referrals for specialist care when requested by physicians or patients.
- Scheduled appointments, optimizing patient satisfaction, provider time and treatment room utilization.
- Entered insurance, demographics and health history into patient database.
- Delivered high-quality administrative and customer service to sustain patient and work flows.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Straightened up waiting room to maintain neat and organized space.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Utilized various software and tools to streamline processes and optimize performance.
- Recognized by management for providing exceptional customer service.
- Maintained updated knowledge through continuing education and advanced training.
- Facilitated communication between providers, pharmacists, and members concerning medication coverage issues or questions.
- Processed prior authorization requests for medications according to plan guidelines.
- Maintained smooth flow of examinations to keep appointments on schedule.
- Managed scheduling systems to ensure efficient use of time slots available for appointments.
- Verified insurance coverage for treatments.
- Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
- Collected co-pays and insurance data, applying full and proper payment to patient accounts.
- Inputted data into electronic health records system accurately.
- Transported patients to other areas of the clinic when necessary.
Education
High School Diploma -
Curry High School
Jasper, AL01.2002
Skills
- Legal and Administrative Support
- Confidentiality and professionalism
- Legal correspondence review
- Call Monitoring and Quality Assurance
- Collections software
- Debt collection
- Client relationship management
- Communication skills
- Time management
- Attention to detail
- Task prioritization
- Verbal and written communication
- Data management
- Follow-up skills
- Positive Language Use
- Rapport building
- CRM software usage
- Calm under pressure
- Time management abilities
- Inbound call management
- Meeting deadlines
- Complaint handling
- Customer account management
- Policies and procedures adherence
- High-energy attitude
- De-escalation techniques
- Debt repayment
- Call center background
- Payment scheduling
- Client relations
- Stress management
- Following conversation scripts
- Collection strategies
- Analytical and critical thinking
- FDCPA compliance
- Collections Law Knowledge
- Legal compliance
- Problem-solving abilities
- Payment arrangements
- Quality standards compliance
- Debt settlement
- Multitasking
- Goal-oriented mindset
Certification
MSHA Certification, 03/01/23
Timeline
Client Liaison
Zarzaur & Schwartz
12.2023 - Current
Receiving Specialist
Best Coal Inc.
09.2021 - 05.2023
Legal Intake Specialist
Superior Legal
09.2016 - 02.2020
Administrative Support & Medical Receptionist Roles
Walker Rural Health
01.2003 - 01.2015
High School Diploma -
Curry High School