Natalie Felix

• Conduct initial client evaluations to determine eligibility for Social Security Disability benefits.
• Reviewed and processed incoming referrals, coordinating case assignments to streamline intake workflow.
• Review and process incoming referrals while coordinating case assignments.
• Calendar and monitor critical appeal deadlines to ensure timely filings.
• Follow up with SSA offices regarding case status updates and communicate progress to clients.
• Followed up with SSA offices for case status updates, communicating progress to clients to enhance transparency.
• Prepare onboarding documentation and establish new client case files.
• Train and mentor newly hired Intake Specialists on intake procedures, case management workflows, SSA documentation requirements, and firm policies to ensure consistency and accuracy.
• Trained and mentored newly hired Intake Specialists on intake procedures, case management workflows, and SSA documentation requirements to ensure consistent and accurate case handling.

• Managed daily office operations, administrative workflows, and staff support.
• Managed office equipment, filing systems, meeting schedules, and technology to ensure seamless operations.
• Created an organized and professional work environment that promoted employee productivity.
• Maintained office equipment, filing systems, meeting schedules, and office technology.
• Resolved customer concerns promptly while maintaining a high level of client satisfaction.
• Coordinated business operations through effective organization, communication, and administrative leadership.

Currently Enrolled

• Completed: June 2019
• GPA: 3.4

• Completed: June 2019
• GPA: 3.4