Bryan M.
Intake specialist , Case Manager, and Lien Negotiator.
Hi, I was born in Nicaragua. I have worked in sales, management, and customer service. I am an experienced individual who enjoys supporting and helping small- to large-sized businesses achieve ambitious results. I am passionate about the idea of contributing to businesses’ success while having a fulfilling experience. Over the past ten and a half years, I have performed inbound and outbound sales, administrative work, and operational work virtually for a personal injury law firm in a dynamic working environment. For a project that I have worked on, we were able to launch an Amazon campaign in my country and make it grow, which feels exceptional when working as a team. Skills Summary: Given my extended background experience, I am capable of working under pressure and managing several responsibilities in different areas at the same time while complying with policies, meeting deadlines and requirements, and adhering to necessary rules and guidelines when performing the task. I have also been assertive and creative when appropriate. For example, working for a bank institution, I produced different areas or worked on them. I started as an agent, taking inbound and outbound calls for clients that wanted to apply for credit line increases, read statements, make payments, make balance transfers, and more. After learning the entire product, I decided to be a supervisor, analyzing performance, providing feedback and coaching sessions, attending meetings with upper management, providing reports, and so on. I also have experience in the legal field. I worked for a law firm at the beginning, retrieving medical records and bills. sending a letter of rep, preparing HIPPA, confirming the amount due after I became case manager at the firm, requesting and negotiating final liens, sending reduction letters to clinics and hospitals, following up with adjusters to get releases, preparing closing statements, having the client signature so that payment can be disbursed to all parties involved, having the ability to answer calls from the hospital and adjusters at the same time, and having the client updated on the case biweekly. Top Skills: 1. Case Manager: 1 year of experience retrieving, organizing, and uploading documents; preparing reduction letters; sending LOR; communicating with adjusters; negotiating liens; doing closing statements; and providing updates every week to clients. 2. Team Supervisor: Over 2 years of experience providing coaching sessions, analyzing performance, holding weekly upper management meetings, generating KPI reports, monitoring calls, delivering sensitive documentation to HHRR, and developing agents to succeed in their daily duties. 3. Sales executive: 1 year of experience selling the latest devices in the market for a phone company, making sure to accommodate the client’s needs, hitting monthly goals, and simultaneously following and accomplishing KPIs. 4. Financial specialist: Over 2 years working for a bank institution, analyzing potential clients, approving credit line increases, making balance transfers, reading statements, making payments, and removing late fees. Work Experience: 1. Paralegal: Personal Injury Law Firm 2. Team Manager, BPO Retail Company 3. Sales Representative: Cellphone Provider/Communications Industry 4. Client Support: Bank Institution or Industry Tech Skills: 1. Salesforce/Litify 2. Filevine 3. Casepeer 4. Smart Advocate 5. CSC 6. CRM 7. Chartswap, Ciox, and Assure sign 8. Iris 9. sterling 10. how-to 11. WebEx, Evolve IP English Proficiency: I’d rate my English skills as follows: Speaking: 5 or 5. I can talk and have a conversation. Writing: 5/5 Perfect -Translating (to/from Spanish): 4 or 5: advanced, but not an expert. My English test scores: EF SET Certificate English Test (50 min) Score: 68/100 (C1 Level) General Administrative Experience: I’ve worked in admin tasks since 3 years ago, where I’ve been in charge of keeping files up-to-date, making sure to organize and upload documents, providing follow-up for clients, and having the ability at the same time to answer calls from adjusters and clients to generate emails. I have played a key role in supporting the customer through operational and management activities, using different and specific software, such as SharePoint sites and MS Office software (Word, Excel, PWP, and Outlook), and also participating in a daily virtual meeting with the law firm where I worked. Skills: Elaborating communications (letters, proposals, emails, invitations) -Analyzing reports 4/5: I can do this to meet goals and achieve results. Negotiation: sending reduction letters to clinics and hospitals to reduce bills based on the settlement amount of the case Software I have used: -MS Excel -MS Word -PWP -Outlook -CRM -Salesforce Customer Support: I’ve worked supporting customers in different lines of business, such as financial institutions. Playing a key role in qualifying potential clients.
Earnings and projects
Last 6 months ÷ 4.2 months active (since Jul 2026)
Read daily since Oct 22, under 30 days
Billed in all: $11,936$12k
$11k in the last 6 months
Earnings, last 30 days
Tracked from Oct 22, 2026.
Skill rankings: Top 2% in Life Coaching
Ranked by MRR among everyone on Upwork with the skill.
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