Ingrid Velasquez
Summary
Results-driven Administrative Operations Professional with expertise in Legal, Healthcare and Business environments. Skilled in coordinating case workflows, managing documentation, and enhancing client communication to facilitate case progression. Proven track record of utilizing case management software to improve data accuracy and operational efficiency.
Overview
2
2
Languages
14
14
years of professional experience
Work History
Personal Injury Case Manager
V&A Law Firm
Encino
08.2023 - 02.2024
- Managed caseload of 60-80 active personal injury matters, coordinating client communications, insurance verification, medical treatment, police reports, liens, and medical documentation while maintaining accurate case records.
- Coordinated with clients, attorneys, insurance adjusters, medical providers, and internal staff to gather necessary information and advance case progress.
- Collected and reviewed medical records, billing records, insurance documentation, and supporting materials for case evaluation and settlement preparation.
- Utilized Filevine to document client communications, maintain case notes, assign and complete tasks, monitor deadlines, and organize electronic case files.
- Delivered consistent client service through timely status updates and follow-up, ensuring careful handling of confidential personal, financial, and medical information.
Legal Assistant
Law Offices of Lawrence M. Lebowsky
Los Angeles
10.2022 - 08.2023
- Coordinated administrative and legal support for probate, conservatorship, guardianship, trust, and estate administration matters by monitoring court activity, preparing responsive documents, organizing electronic files, and guiding clients through procedural requirements.
- Monitored attorney correspondence, court filing notifications, probate notes, hearing updates, and minute orders to ensure timely follow-up on critical legal matters.
- Used Lawyaw to prepare Judicial Council forms, petitions, notices, pleading templates, and document assemblies for attorney review and filing.
- Organized electronic case files on firm’s office-based server via secure VPN, ensuring accessibility of conformed copies for clients and relevant parties.
- Facilitated CourtConnect registration, hearing links, reminders, and remote participation for clients, providing clear communication of court instructions.
- Prepared reports for court-appointed counsel matters and filed documents through California e-filing systems.
Litigation Legal Assistant
V&A Law Firm
Encino
08.2021 - 10.2022
- Coordinated litigation support for civil cases by managing discovery deadlines, preparing document productions, organizing case files, and maintaining litigation calendars, ensuring timely case progression through effective communication with clients, attorneys, and opposing counsel.
- Prepared pleadings, discovery requests and responses, notices, correspondence, and litigation exhibits for attorney review, service, and electronic filing.
- Managed attorney calendars by scheduling depositions, client meetings, and conferences with opposing counsel, prioritizing time-sensitive events to facilitate case advancement.
- Utilized EsquireTek Online for efficient discovery workflow, document exchange, and case organization, enhancing overall case management.
- Created and distributed Zoom invitations, coordinated virtual proceedings, and maintained communication with clients regarding schedules and required participation.
- Maintained confidential electronic case records and reviewed documents for accuracy, completeness, organization, and timely processing.
Medical Records Clerk
V&A Law Firm
Encino
04.2021 - 08.2021
- Performed comprehensive quality reviews of medical records to ensure complete and accurate documentation by verifying physician referrals, diagnostic studies, specialist reports, prescription documentation, pharmacy invoices, billing records, and dates of service for personal injury cases.
- Coordinated requests for medical and billing records from hospitals, physicians, specialists, imaging centers, physical therapists, chiropractors, and insurance companies to ensure comprehensive case documentation.
- Streamlined tracking systems for outstanding requests and followed up with records custodians to secure missing or incomplete documentation.
- Organized electronic medical records through efficient use of bookmarked PDFs, Bates numbering, document indexing, naming conventions, and redaction tools to enhance accessibility.
- Prepared litigation exhibits while maintaining strict confidentiality of protected health information and sensitive client records.
- Trained and mentored a newly hired Medical Records Clerk by demonstrating workflows, reviewing work quality, and answering procedural questions.
Administrative Assistant /Accounting Administrative Assistant
MECAVELA
San Pedro Sula
01.2010 - 12.2011
- Managed key administrative and accounting functions to support daily operations, including payroll processing and financial reporting.
- Processed accounts payable and receivable transactions, ensuring timely invoicing and payment records.
- Assisted with payroll, bank reconciliations, and financial recordkeeping using QuickBooks.
- Maintained employee files and customer records, safeguarding confidential information.
- Performed accurate data entry and supported document management to enhance office efficiency.
- Streamlined filing systems for improved document retrieval and organization.
- Handled incoming communications, directing inquiries to appropriate team members efficiently.
- Composed letters, memos, reports, and presentations as required by management.
- Prepared check runs for payments to vendors and employees.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
Education
Accounting and QuickBooks Coursework -
West Valley Occupational Center
Woodland Hills, CA04-2021
Health Information Technology Coursework -
West Valley Occupational Center
Woodland Hills, CA04-2020
Bachelor of Science - Marketing
Universidad Tecnologica Centroamericana (UNITEC)
San Pedro Sula, Honduras03-2005
Skills
- Personal injury regulations
- Court platforms
- Electronic records management
- Document organization
- Workflow coordination
- Quality control
- Deadline management
- Client relations
- Customer service
- Research and information gathering
- Confidential information management
- Analytical problem solving
- Process improvement
- Microsoft Office
- Google Workspace
- Data entry and integrity
- Court platforms
- Legal billing tools
- Organization and multitasking
- Legal billing tools
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Typing Speed
- 45 WPM
Professional Highlights
- Extensive experience maintaining confidential electronic records and documentation.
- Strong background in data entry, document review, workflow coordination, and quality control.
- Demonstrated ability to quickly learn specialized software and adapt to new procedures.
- Excellent organizational skills with strong attention to detail and accuracy.
Timeline
Personal Injury Case Manager
V&A Law Firm
08.2023 - 02.2024
Legal Assistant
Law Offices of Lawrence M. Lebowsky
10.2022 - 08.2023
Litigation Legal Assistant
V&A Law Firm
08.2021 - 10.2022
Medical Records Clerk
V&A Law Firm
04.2021 - 08.2021
Administrative Assistant /Accounting Administrative Assistant
MECAVELA
01.2010 - 12.2011
Accounting and QuickBooks Coursework -
West Valley Occupational Center
Health Information Technology Coursework -
West Valley Occupational Center
Bachelor of Science - Marketing
Universidad Tecnologica Centroamericana (UNITEC)