Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Claudia Fierro

Irving

Summary

Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.

Overview

6
6
years of professional experience

Work History

Senior Debt Resolution Advisor

CreditAssociates
04.2023 - Current
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Developed strong relationships with clients through regular communication and excellent customer service.
  • Advised clients on risk management strategies to protect assets against market volatility.
  • Enhanced team productivity with introduction of streamlined processes for client assessments and follow-ups.
  • Delivered supportive and knowledgeable counseling to client with their financial concerns.
  • Helped manage case work, and united team to help create a more unified unit.
  • Helped training new representatives and a constant go to for information or assistance.

Lead Legal Assistant

Devadoss Law Firm
03.2021 - 03.2023
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
  • Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Streamlined administrative processes for better efficiency in handling caseloads, reducing paperwork backlog, and ensuring timely completion of tasks.
  • Increased team efficiency by coordinating schedules, managing court dates, and ensuring timely filing of legal documents.
  • Contributed to positive work environment by offering comprehensive support to attorneys and staff, including document management and meeting coordination.
  • Efficiently followed-up and sent reminders to the specialized doctors to obtain records needed for preparation of legal documents.
  • Handled uploading documents to processing sites such as ECOMP.

Paralegal

Manuel Solis Law Firm
10.2019 - 02.2021
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Assisted counsel in preparing answers, providing documentation, and information for discovery request.
  • Edited and proofread legal documents to verify accuracy.
  • Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
  • Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.

Education

Bachelor of Science - Paralegal Studies

Liberty University
Lynchburg, VA
09-2019

Skills

  • Analytical thinking
  • Time management
  • Written communication
  • Problem-solving
  • Training and mentoring
  • Decision-making
  • Client engagement
  • Research
  • Staff supervision
  • Records maintenance
  • Customer service
  • Active listening
  • Goal setting
  • Risk assessment
  • Project management
  • Empathy and understanding
  • Solution-oriented approach
  • Teamwork and collaboration
  • Organizational skills
  • Attention to detail
  • Multitasking

Languages

Spanish
Native or Bilingual

Timeline

Senior Debt Resolution Advisor

CreditAssociates
04.2023 - Current

Lead Legal Assistant

Devadoss Law Firm
03.2021 - 03.2023

Paralegal

Manuel Solis Law Firm
10.2019 - 02.2021

Bachelor of Science - Paralegal Studies

Liberty University

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