Angeline Villano

Investigation Coordinatorr

Morgan & Morgan, [Location]
Month/Year – Present

Job Summary:
As an Investigation Coordinator, responsible for overseeing and managing the investigative process for client cases, ensuring that all necessary information is gathered efficiently and accurately to support legal claims. Collaborate with attorneys, clients, and external experts to conduct thorough investigations, compile evidence, and deliver findings that are integral to case development.

Key Responsibilities:

• Case Management: Manage a portfolio of cases, from initial intake through investigation, ensuring all necessary evidence is collected and documented.
• Evidence Gathering: Coordinate and perform investigative tasks such as locating and interviewing witnesses, gathering documents, obtaining records, and analyzing evidence to support legal claims.
• Collaboration: Work closely with attorneys, paralegals, and clients to gather pertinent case information and provide regular updates on investigation progress.
• Report Preparation: Draft detailed investigation reports and summaries, ensuring clarity and thoroughness to facilitate case strategy development.
• Legal Compliance: Ensure all investigative actions comply with legal and ethical standards, safeguarding client confidentiality and maintaining a high level of professionalism.
• Data Management: Maintain organized records of all investigative materials, tracking case progress and outcomes, and preparing materials for case presentations or trial.
• Client Communication: Regularly communicate with clients to obtain information and update them on case status, addressing any concerns or inquiries.
• Expert Coordination: Collaborate with forensic specialists, private investigators, and other experts to strengthen case evidence.

Skills & Qualifications:

• Strong attention to detail and analytical skills.
• Ability to handle confidential information with discretion.
• Effective communication and interpersonal skills, both written and verbal.
• Knowledge of legal terminology and investigative processes.
• Proficient in using case management software and office tools (e.g., MS Office, legal research databases).
• Ability to manage multiple investigations simultaneously and meet deadlines.
• Prior experience in legal or investigative roles preferred.

Morgan & Morgan, [Location]
Month/Year – Present

Job Summary:
As a Case Assessment Coordinator, responsible for evaluating potential client cases, conducting initial case assessments, and determining the viability of legal claims. Work closely with attorneys and the intake team to gather and assess case information, prioritize matters based on legal merit, and ensure efficient progression of claims through the firm's legal process.

Key Responsibilities:

• Initial Case Evaluation: Review new client inquiries and legal matters to assess the strength and validity of potential claims. Identify key facts, legal issues, and potential risks associated with each case.
• Client Interaction: Conduct initial consultations with prospective clients to gather relevant information, explain the case evaluation process, and answer any preliminary questions about legal options.
• Case Prioritization: Analyze case details to prioritize urgent or high-priority matters for immediate legal review and support. Collaborate with attorneys to determine appropriate next steps.
• Documentation Management: Review and organize client documents, medical records, and other evidence to facilitate case evaluation and preparation. Ensure all materials are complete, accurate, and compliant with firm standards.
• Legal Research: Conduct preliminary legal research to assess the applicability of relevant laws, statutes, and regulations to potential cases. Identify any issues that may affect the case's viability.
• Coordination with Legal Teams: Work closely with attorneys, paralegals, and investigators to gather additional information and provide ongoing updates on case status. Ensure timely and efficient communication between all parties involved.
• Case File Organization: Maintain accurate and up-to-date case files, tracking critical deadlines, documents, and correspondence for each client matter.
• Client Communication: Serve as a point of contact for clients throughout the case assessment phase, addressing concerns, providing status updates, and ensuring a positive client experience.
• Risk Assessment: Identify potential obstacles or weaknesses in cases and communicate these concerns to senior attorneys, ensuring appropriate strategies are implemented.
• Reporting: Prepare summaries, assessment reports, and other documentation to support case recommendations and decision-making processes.

Skills & Qualifications:

• Strong analytical and problem-solving skills with a keen attention to detail.
• Excellent verbal and written communication skills.
• Ability to assess complex legal issues quickly and effectively.
• Knowledge of legal terminology, processes, and case management systems.
• Proficient in Microsoft Office Suite and legal management software (e.g., case management tools).
• Ability to manage multiple tasks simultaneously and work under pressure to meet deadlines.
• Prior experience in a legal or claims assessment role preferred.
• Strong interpersonal skills and the ability to work effectively in a collaborative team environment.

• Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current.
• Prepared new patient files and updated existing records with new personal, insurance and medical information.
• Gathered and reviewed patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment.
• Entered patient data into dental records system and observed confidentiality rules to maintain patient privacy.
• Completed claims forms for different types of appointments and worked on resolutions for denials or other insurance issues.
• Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues.

• Handled payment processing and provided customers with receipts and proper bills and change.
• Received incoming calls and coordinated with staff to fulfill customer requests.
• Answered multi-line phone system and managed calls by routing to proper extensions or taking messages.
• Planned and executed compliance audits to check company policies, procedures and controls.
• Assisted with referrals and prepared medical records for patients.
• Maintained confidentiality of records relating to clients' treatment
• Collected information, verified insurance and collected co-payments for patients as part of check-in process.

• Selling memberships and making changes to existing members accounts regarding billing as needed
• Clean and maintain the facility and all gym equipment
• Promote the business all throughout the community, such as social media marketing, and business to business marketing
• In charge of all inventory, such as front desk orders, cleaning and all drink supplies
• Completing payroll and depositing the cash that the facility has made the day previously
• Organize and set up parties twice a month with all of our partnered vendors
• Making and receiving numerous phone calls a day to set up a good customer experience
• Addressed and welcomed large volume of guests to business per day, improving overall customer service and engagement.
• Mentored new staff on correct procedures, compliance requirements and performance strategies.
• Developing and maintaining positive relations with staff members and guests
• Provide all guests with a friendly, accurate check-in and check-out process while complying with all company procedures.
• Managed customer complaints and rectified issues to complete satisfaction.

• Worked as team member, performing cashier duties, product assistance and cleaning
• Sought opportunities to up-sell and add-on additional merchandise
• Educated customers on product and service offerings
• Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning
• Led the Guest services department in absence of the department manager
• Maintained continuous watch on security concerns, employee performance and customer service standards.
• Resolved guest challenges and complaints by applying resourceful and actionable solutions.

• Maintained safe, educational environment for students during learning and free play time.
• Carefully monitored children's play activities
• Promoted calm, disciplined classroom setting for successful learning.
• Communicated with children's parents and guardians about daily activities, behaviors and problems
• Managed general housekeeping duties, including feeding, diapering, resting, and cleanup
• Supervised circle time, free play, outside play and learning and developmental activities
• Implemented lesson plans for students with varying learning styles.
• Encouraged early literacy through read-aloud time and alphabet games.