Lesley Lundin

• Facilitated initial client consultations to gather essential information for case evaluations.
• Assessed client needs and matched them with appropriate legal services effectively.
• Streamlined intake process by implementing new software solutions, enhancing data accuracy.
• Trained and mentored junior staff on best practices in client intake procedures.
• Collaborated with legal teams to ensure timely follow-up on client cases, improving response rates.
• Analyzed feedback from clients to refine intake processes, increasing overall satisfaction levels.
• Developed comprehensive documentation standards to maintain compliance with regulatory requirements.
• Maintained detailed records of all client interactions, ensuring accurate documentation and easy access to information when needed.
• Led initiatives to optimize workflow efficiency, reducing processing time for new cases significantly.
• Strengthened relationships with referral sources, leading to an increase in new clients and faster service provision.
• Streamlined reporting processes by automating data entry tasks, reducing manual workloads for the team.
• Led team meetings focused on continuous improvement initiatives, fostering a collaborative environment that encouraged innovative solutions to challenges faced by the department.
• Developed training materials for new hires, ensuring consistent quality of service across the team.
• Spoke with potential claimants that potentially qualify for compensation.Match up and gather information pertaining to which attorney they qualify for.Make as many as 200 calls a day in response to there submissionAnswer emails in a time conscious matter.
  Communicate with team members through slack communication Walk claimants through signing a retainer echo sign.Successfully assisted claimants with transaction Collaborated with all managers to meet expectations of goalsFollow up with potential claimants on a daily basis

• Conducted legal research to support case preparation and strategy development.
• Drafted and reviewed legal documents, ensuring compliance with relevant regulations.
• Managed case files and maintained organized documentation for efficient retrieval.
• Communicated effectively with clients, attorneys, and court personnel to facilitate case progress.
• Requested medical records such as x-rays, CT scans and billsSpoke with clients regarding their caseTracked down liensElectronically filed documents using filevine softwareCovered front desk receptionist on a three day a week basis

Assisted mainly the CEO.Made daily deposits for all facilitiesAnswered all incoming callsScheduled meetingsGreeted all clientsScan copy and retrieve paperworkDistributed all mail Scheduled all U.P.S pickupsPrepared AuditsMade travel arrangementsOrganized daily calendarArranged conference callsOrdered all office suppliesMaintained office kitchenCorresponded with all facility administrators

• Coordinated executive schedules, ensuring efficient time management and prioritization of key meetings.
• Facilitated onboarding processes for new hires, enhancing integration and team cohesion from day one.

• Coordinated administrative support for sales teams, enhancing communication and workflow efficiency.
• Managed scheduling and calendar appointments, ensuring optimal time management for executives.
• Assisted in preparing sales presentations and reports, contributing to effective client engagements.
• Maintained accurate records of customer interactions and transactions using CRM software.
• Collaborated with cross-functional teams to support marketing initiatives, driving project success.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Completed proposals for commercial businesses * Prepared invoices and billing statements ; * Organized maintenance calls* Conducted credit and collections ; * Customer service with various building managers ; * Aging reports ; * Logged collections on ledgers ; * Communication w/businesses* Set up instalment payments