Mary Alarcon
Rock Hill,SC
Summary
Experienced Intake Specialist with expertise in client onboarding, data management, and process coordination. Skilled in building strong client relationships, ensuring accurate documentation, and optimizing intake workflows. Proven leadership abilities through training new staff, resolving complex issues, and supporting team goals. Eager to transition into a role to lead teams, enhance operation efficiency and deliver exceptional client-centered services.
Overview
6
6
years of professional experience
Work History
LEGAL INTAKE SPECIALIST
DeMayo Law Offices
02.2022 - Current
- Answer a high volume of incoming calls from potential new clients, and gather pertinent information regarding each case, such as contact details and the nature of the case, to determine the appropriate course of action.
- Trusted to manage high-priority, complex, and sensitive client intakes, ensuring accuracy, professionalism, and compassion.
- Utilize strong organizational skills to manage multiple leads simultaneously.
- Effectively communicate and build rapport with potential new clients during the initial intake stage, ensuring they feel confident in choosing the firm to represent them, and securing signed contracts.
- Responsible for managing all incoming referrals, as well as outgoing referrals, based on case type, areas of practice, and criteria.
- Maintain detailed records of referral caseloads, ensuring prompt follow-ups, client and attorney communications, and settlement updates.
- Review settlement paperwork on referral files for confirmation of proper fees received per our referral fee agreement(s).
- Lead onboarding sessions and develop comprehensive training materials to enhance new hire skills and productivity.
- Train new hires on intake policies, procedures, and case-specific criteria.
- Collaborate effectively with attorneys, support staff, and other departments to ensure comprehensive client needs are consistently met.
PARALEGAL
Stewart Law Offices
06.2020 - 08.2021
- Managed a caseload of up to 100 workers' compensation and personal injury cases, ensuring deadlines and filing requirements were met.
- Handled the full lifecycle of cases, including initial intake, set-up, discovery, document drafting, filing, and case closure.
- Served as the primary point of contact for clients, attorneys, opposing counsel, and insurance companies, to ensure the timely exchange of case information and maintain accurate records.
- Drafted discovery responses and requests, as well as subpoenas and briefs.
- Assisted attorneys in preparing for depositions, hearings, and mediations.
- Organized and reviewed medical records, employment records, and discovery pertinent to each file.
- Worked closely with medical experts and vocational rehabilitation professionals to prepare expert reports.
- Drafted detailed settlement memorandums reflecting breakdowns of attorney fees, negotiated bill reductions, lien payments, and client disbursements to ensure accurate case resolution.
- Managed the transition of cases to closure by verifying that all documentation was properly organized and filed before closing electronic records.
LEGAL ASSISTANT/PARALEGAL
Shankle Law Firm
10.2018 - 06.2020
- Handled incoming calls from potential new clients.
- Met with walk-ins to discuss new potential cases, as well as current clients.
- Met with clients to complete new client sign-up documents, and walked them through the expectations of their case.
- Provided administrative support to attorneys in a fast-paced legal environment, including filing and organizing documents, drafting correspondence, and managing calendars.
- Updated case management system with notes, data, and reports.
- Drafted pleadings and motions for review by attorneys.
- Scheduled depositions, hearings, mediations, client meetings, and witness statements.
- Monitored deadlines associated with filing dates, or responses due from opposing parties.
- Supported attorneys in client meetings with administrative assistance, translation, and documentation.
- Conducted periodic case reviews, and connected with clients to confirm case status.
Education
HIGH SCHOOL DIPLOMA -
South Mecklenburg High School
Charlotte, NC01.2015
Skills
- Client communication
- Legal terminology proficiency
- Legal analysis
- Proficient in MS office
- Attorney support
- Time management
- Attention to detail
- Interpersonal skills
- Bilingual in spanish and english
- Decision making
- Litify
- Lexis Nexis
Timeline
LEGAL INTAKE SPECIALIST
DeMayo Law Offices
02.2022 - Current
PARALEGAL
Stewart Law Offices
06.2020 - 08.2021
LEGAL ASSISTANT/PARALEGAL
Shankle Law Firm
10.2018 - 06.2020
HIGH SCHOOL DIPLOMA -
South Mecklenburg High School
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