Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ingrid Valle

Los Angeles,CA

Summary

Pre-litigation Manager/ SI case Manager with over 20 years + of experience, driving revenue performance growth and client service excellence for established firm. Proven expertise in executing strategies, managing a department of 10-14 personnel. Organized and dependable team player who has been successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Looking for a position as a Pre-Litigation Manager, Office Manager or SI Case Manager.

Overview

24
24
years of professional experience

Work History

Pre-Litigation Manager/SI Case Manager

Javaheri & Yahoudai
01.2014 - Current
  • Oversee the Pre-Litigation Department, which consists of the following: File Opener; Case Managers; Record Clerks; and Virtual Assistants.
  • Implementing policies/procedures/protocols for the efficiency of workflow for all departments.
  • Approve overtime, PTO, and vacation.
  • Audit cases - Review findings with each team member to ensure the cases are updated, medical workup is accessed properly and the case is moving to the next stage in a timely manner.
  • Conduct Interviews of potential new hires and provide feedback to Managing Partners.
  • Train new Employees and supervise their work.
  • Conduct verbal warnings or written warnings when necessary.
  • Strictly handle SI/Catastrophic cases
  • Analyze legal documents and identified pertinent issues for clients.
  • Create and finalized contracts and other legal documents for clients.
  • Counsel clients on potential outcomes of legal matters.
  • Communicate with clients and collected information to research cases and prepare policy limit tender demands or Adjust to reserve letters.
  • Receive intake package and work on cases before the physical file is received and/or the drop box file or litify matter is created
  • Request and obtain necessary information to proceed with case, prepare letters to clients and adjusters when needed
  • Set up property damage inspections and call in claims if needed
  • Arrange doctor appointments for clients & uber/lyft if needed
  • Work up all medical treatment & approve recommendations and/or procedures.
  • Work with the litigation team, when cases are assigned to me for medical work up.
  • Translations and Interpreting for Spanish speaking clients and/or office necessities
  • Maintain and update, Litify, Excel master list and GFRD.

Litigation Specialist

McGee Lerer & Associates
07.2013 - 01.2014
  • Prepare discovery, court filings, file, complete and meet deadlines.
  • Respond to discovery
  • Set up new files and send out sign up documents.
  • Keep constant communication with clients.
  • Prepare letters to clients, opposing counsel and/or adjusters.
  • Call in claims, set up property damage inspections.
  • Arrange doctor appointments for clients.
  • Prepare billing statements for clients and keep client ledger up to date.
  • Prepare internal/external breakdown, negotiate liens.
  • Filing, faxing, copying, scanning.
  • Trial Preparation
  • Organized evidence, exhibits, motions and subpoenas to support cases and prepare for trial.
  • Maintained litigation database and document organization for all litigation cases.
  • Answered telephone and coordinated meetings and conferences.
  • Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases.
  • Assisted litigation attorneys with research, depositions, trial preparation, discovery and document drafts for court submittal.

Legal Assistant

Richard LeBell Morgan, Inc
01.2000 - 07.2013
  • Prepare pleadings, court forms, file, complete and meet deadlines
  • Prepare letters to clients, opposing counsel and/or adjusters
  • Call in claims, set up property damage inspections
  • Arrange doctor appointments for clients
  • Prepare billing statements for clients and keep client ledger up to date
  • Prepare checks with Quicken program
  • Set up new files and send out sign up documents
  • Trial Preparation
  • Organized documents to manage paper and electronic filing systems of clients.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Filed court documents and legal pleadings with court clerk on behalf of attorneys.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Scheduled appointments, court appearances, and depositions.
  • Responded to client inquiries to provide accurate legal advice and offer assistance.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Revised and finalized letters, briefs, and memos.

Education

Early Childhood Education

SMC College
Santa Monica, CA
2013

Psychology

SMC College
Santa Monica, CA
1998

Skills

  • Bilingual, Microsoft Word; Word Perfect; Quicken; Lexis Nexis-
  • Litify; Hot Docs; Abacus, Adobe Reader, Tritek Case Management
  • Excel, CA Jury Instructions, Legal Solutions, Outlook, Chartsquad
  • Chartswap, Metro reporting; Sharp Desk, transcribing, translating, filing
  • And litigation work

Languages

Spanish
Native or Bilingual

Timeline

Pre-Litigation Manager/SI Case Manager

Javaheri & Yahoudai
01.2014 - Current

Litigation Specialist

McGee Lerer & Associates
07.2013 - 01.2014

Legal Assistant

Richard LeBell Morgan, Inc
01.2000 - 07.2013

Early Childhood Education

SMC College

Psychology

SMC College
Ingrid Valle