Naydalli Haro
Bakersfield,CA
Summary
Compassionate professional motivated to positively impact program operations and participant success with diligent support. Well-trained the field with dedication to continuously enhancing strategies and optimizing assistance. Highly organized and hardworking with strong attention to detail.
Overview
2
2
Languages
2
2
years of post-secondary education
18
18
years of professional experience
Work History
Intake Specialist
Rastegar Law Group
Torrance, California
09.2013 - Current
- Answer calls, screen calls and convert leads into CRM. While keeping track of all new entries.
- Conducted initial assessments to determine clients' legal needs and eligibility.
- Managed client intake processes to ensure efficient case evaluations.
- Assisted clients with documentation and information gathering for legal cases.
- Coordinated communication between clients and attorneys to enhance case progress.
- Play a crucial role in retaining clients through empathetic communication and efficient coordination.
- Maintained ongoing communication with potential clients to facilitate intake process.
- Track marketing campaign performance and monitor firm visibility
- Communicate with attorneys prior to client intake and consultation, as well as follow up after retention.
- Conduct preliminary research on possible defendants.
- File PAGA letters with the LWDA to ensure of other similar or zero entries.
- File and obtain clients right to sue notices for complaint purposes.
- Inspect clients records and write memos for any questions or findings regarding violations.
- Maintained records of retainer quantity for efficient case management.
- Assisted in training new staff on intake procedures and best practices.
- Conducted initial intake interview to obtain client information, including biographical data, medical history, presenting problem, legal status, and other pertinent information.
- Maintained positive attitude and effectively de-escalated clients during crisis situations.
- Provided referrals to appropriate resources within the community when necessary.
Legal Intake Specialist
Rastegar & Matern
Torrance, California
01.2009 - 09.2012
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard Work with the firms intake management team to determine viability of potential cases Facilitated client decision-making by building rapport and addressing concerns to encourage signing with our firm., someone who can entice clients and relate to them and encourage them to sign on with our firm Build relationships with potential clients and vendors Deliver customized, targeted sales strategies to ensure monthly goals are met Update the firms database in a timely manner with accurate data Upload and share pertinent documents appropriately
- Managed client intake processes to ensure accurate information collection.
- Conducted initial consultations to assess client needs and concerns.
- Worked alongside attorneys to compile evidence and organize case files and necessary documentation.
- Organized and maintained client files in digital management systems.
Education
Some College (No Degree) -
Cal State Dominguez Hills
Carson 01.2012 - 05.2014
Cabrillo High School
Long BeachLanguages
English
Professional
Spanish
Professional
Timeline
Intake Specialist
Rastegar Law Group
09.2013 - Current
Some College (No Degree) -
Cal State Dominguez Hills
01.2012 - 05.2014
Legal Intake Specialist
Rastegar & Matern
01.2009 - 09.2012
Cabrillo High School