Sheila Portales
Poteet
Summary
Dynamic professional specializing in personal injury case management, effectively coordinating communication between clients and attorneys. Expertise in managing case files, scheduling appointments, and ensuring timely updates, contributing to improved client satisfaction and case outcomes.
Overview
1
1
year of post-secondary education
19
19
years of professional experience
Work History
Receptionist /Personal Injury Case Manager
Law offices of Jesse A Sepulveda
San Antonio
08.2019 - Current
- Greeted clients and visitors, creating a welcoming atmosphere in the law office.
- Managed incoming calls, directing inquiries to appropriate attorneys or staff members.
- Scheduled appointments and maintained attorney calendars for efficient time management.
- Assisted clients with forms and paperwork, providing clear instructions when needed.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Processed incoming and outgoing mail to ensure timely distribution and communication within the office.
- Maintained office supplies inventory and placed orders to support uninterrupted office operations.
- Supported staff with administrative tasks, enhancing workflow through efficient document preparation and organization.
- Managed case files for personal injury claims from start to finish.
- Coordinated communication between clients, attorneys, and insurance companies.
- Reviewed medical records to assess injury claims and documentation needs.
- Scheduled appointments for clients with medical professionals and legal counsel.
- Conducted thorough investigations into the facts of each case to determine liability issues.
- Researched relevant statutes, regulations and applicable case law to support legal arguments.
- Evaluated offers made by opposing parties during negotiations for fairness according to established criteria.
- Negotiated settlements with opposing counsel or insurance companies to ensure maximum compensation for clients.
- Provided regular updates to clients regarding their case status and any new developments.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Recruited and trained new employees to meet job requirements.
- Assisted with obtaining medical records and bill from all treating providers.
- Prepare affidavits for each provider and e-file into assigned court.
- E-filed records to ensure timely processing of ongoing litigation. when required and case is in litigation process
- Obtain open records information from government portal and submit subpoenas for redacted information.
Janitor
Professional Janitorial Services
San Antonio
01.2019 - 08.2019
- Performed routine cleaning tasks including sweeping, mopping, and dusting floors.
- Maintained cleanliness in commercial and industrial facilities across various settings.
- Managed waste disposal and recycling processes to promote a clean environment.
Call Center Representative
Davis Law Firm
San Antonio
06.2014 - 08.2016
- Call center Intake Specialist
- Handled high-volume calls while maintaining professionalism and composure, contributing to positive client experiences.
- Engaged potential clients through live chat on Jeffdavislawfirm.com, facilitating initial inquiries and appointment scheduling.
- Transferring calls to correct party (case managers, Attorneys)
- Operated multi-line phone system with seven lines, ensuring efficient call routing and prompt service.
- Provided training for new hires
- Inputting new clients' information into Needles
- Programs handled Needles, Microsoft Outlook, Microsoft Word, Live Help Now Chat System
Human Resource Experience
INTERNATIONAL MECHANICAL SERVICES, INC.
01.2011 - 06.2014
- Onboarded new employees in Time Summit to issue clock in & out keys
- Facilitated completion of new hire paperwork and collection of information for employee files
- Entered employee information into QuickBooks to maintain accurate records.
- Processed renewal of company insurance and workers' compensation coverage
Payroll Clerk Experience
INTERNATIONAL MECHANICAL SERVICES, INC.
San Antonio
01.2011 - 06.2014
- Collected employee hours using Fast Tracker Pro software. with Fast Tracker Pro transfer to Time Summit
- Reviewed and corrected employee time entries for accuracy. and look over time sheets of employees missing time
- Transferred employee hours to QuickBooks for payroll processing. to QuickBooks to create paychecks
- Prepared certified payroll reports for each project to ensure compliance and accuracy
- Facilitated payroll processing by transferring employee hours to QuickBooks.
- Ensured accuracy of employee time records by reviewing and correcting entries.
- Resolved payroll discrepancies and addressed employee inquiries to maintain satisfaction and trust
- Prepared certified payroll reports for each project to ensure compliance.
Janitorial Services (part time)
AMB JANITORIAL SERVICES
01.2008 - 01.2011
- Executed comprehensive cleaning tasks to ensure a neat and professional atmosphere at Compass Bank.
- Ensured a clean and safe environment at Chase Day Care by performing daily cleaning activities such as sweeping, mopping, and dusting.
- Completed day-to-day duties accurately and efficiently.
- Proposed and implemented solutions that improved team workflow and service delivery.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Beauty College - Cosmetology
Vogue Beauty College
San Antonio, Tx 07.2009 - 01.2010
High School -
South San High School
08.2008 - 05.2009
Skills
- Client communication
- Appointment scheduling
- Case management
- Legal research
- Employee training
- Organization skills
- Multi-line telephone systems
Timeline
Receptionist /Personal Injury Case Manager
Law offices of Jesse A Sepulveda
08.2019 - Current
Janitor
Professional Janitorial Services
01.2019 - 08.2019
Call Center Representative
Davis Law Firm
06.2014 - 08.2016
Human Resource Experience
INTERNATIONAL MECHANICAL SERVICES, INC.
01.2011 - 06.2014
Payroll Clerk Experience
INTERNATIONAL MECHANICAL SERVICES, INC.
01.2011 - 06.2014
Beauty College - Cosmetology
Vogue Beauty College
07.2009 - 01.2010
High School -
South San High School
08.2008 - 05.2009
Janitorial Services (part time)
AMB JANITORIAL SERVICES
01.2008 - 01.2011