Brisa C.

Case Manager and Intake Legal Firm | Banking Operations

✨ About Me I am a proactive, positive individual who is always eager to learn. My experience in the customer service and Legal firms industry has equipped me with the ability to work well under pressure, whether in a team environment or independently. I am committed to meeting deadlines and maintaining high-quality standards in every task I undertake. 🎓 Educational Background I am currently pursuing a degree in Industrial Engineering at the Universidad de Managua (2021–Present). My academic journey has provided me with a strong analytical foundation and problem-solving skills, complemented by practical experiences in diverse professional settings. 💼 Professional Experience Client Care Responders - Law At Your side May 2026 - Present Managed daily follow-up with clients regarding QME appointments, hearings, depositions, settlement updates, and case progress while ensuring clients clearly understood each step of the legal process. Coordinated referrals for employment, personal injury, and catastrophic injury cases by communicating with referred attorneys, confirming case acceptance, and following up on fee agreements. Conducted client interviews to gather detailed information regarding workplace injuries and identify workplace hazards for OSHA Safety & Workplace complaints. Assisted with 132a case preparation by reviewing notes, organizing documentation, and ensuring all required information was complete for attorney review and filing. Handled document collection and signature requests for HIPAA forms, medical record releases, affidavits, settlement documents, Social Security earning releases, VA releases, Guardian Ad Litem documents, and other legal paperwork. Followed up with defense attorneys regarding settlement status, coordinated scheduling matters. Case Manager - Law At Your Side Jul 2025 - May 2026 Worked as a bilingual (English/Spanish) Case Manager providing ongoing support and communication to clients throughout their legal process. Responsible for maintaining daily contact with clients, providing case updates, explaining legal procedures in a clear and professional manner, and answering questions to ensure clients fully understood each stage of their case. Demonstrated strong communication and interpersonal skills by building trust with clients, actively listening to their concerns, and ensuring they felt supported and informed throughout the process. Documents Specialist - Immigration Legal Consultimg Mar 2025-Jul 2025 Supporting immigration case preparation by communicating directly with clients to gather, review, and verify important case information and documentation. Conducted client interviews and follow-up calls to clarify responses, ensure accuracy, and collect all required documents according to firm guidelines. Reviewed forms carefully to confirm all sections were properly completed and identified missing or inconsistent information that required additional verification. Managed document checklists and maintained organized client records to support efficient case processing for paralegals and attorneys. Served as a liaison between clients and the legal team by providing accurate updates, answering questions, and ensuring all information submitted was complete and properly documented. Banking Operations Analyst (Seis) February 2024 – Mar 2025 I specialize in risk management by identifying, assessing, and mitigating operational risks in banking activities. I implement controls and procedures to safeguard against fraud, errors, and compliance breaches, ensuring operational efficiency. Customer Service (Seis) March 2023 – January 2024 I supported customers with application functionality, addressing inquiries and resolving issues with exceptional service. I consistently escalated cases when necessary and ensured the best solutions were delivered. Quality Analyst Manager (Cash App) 2021 – 2023 In this role, I monitored and reported on compliance and policy adherence for the Risk Ops team. I reviewed and graded the quality of customer interactions, provided agent guidance to achieve goals, and fostered skill development to unlock their full potential. Dispute Representative (Cash App) May 2021 – October 2021 I conducted thorough investigations into disputes by gathering relevant information and evidence, ensuring accurate and informed decision-making processes. Customer Service Representative (Cash App) February 2021 – May 2021 I addressed customer inquiries related to financial questions, disputes, and account verification. Additionally, I developed QA skills, listened to calls, provided feedback, and ensured goal alignment. 🛠️ Skills & Technical Proficiency Customer Support: Risk management, issue resolution, compliance adherence Quality Analysis: Performance monitoring, feedback provision, and compliance evaluation Problem-Solving: Dispute resolution and root-cause analysis Let’s collaborate to achieve your goals effectively and with excellence!