Professional Overview

I am a results-driven Appointment Setter and Customer Service Specialist with over five years of experience in high-volume, remote environments. I specialize in turning cold leads into qualified opportunities within the legal, healthcare, and financial sectors. My approach combines technical precision with a high-energy, persuasive communication style designed to exceed daily outreach quotas and drive revenue growth.

Core Skills & Expertise

• High-Volume Outreach: Expert in managing 60+ daily inbound/outbound touchpoints to identify and qualify prospects.

• Sales Tech Stack: Power user of CRM and dialer tools including RingCentral, Filevine, Lead Docket, and Salesforce.

• Lead Qualification: Skilled in conducting discovery calls, identifying pain points, and vetting eligibility to ensure high-quality bookings.

• Bilingual Persuasion: Native-level fluency in English and Spanish, allowing for seamless communication across diverse markets.

• Resilience & Discipline: Proven ability to maintain high morale and performance in fast-paced, target-driven remote settings.

Professional Experience

• Intake Specialist | Downtown LA Law (Remote)

  • Served as the primary point of contact for potential clients, conducting aggressive screening to qualify legal cases.

  • Consistently hit data entry and documentation targets, ensuring 100% accuracy in the Lead Docket system.

• Patient Accounts Representative | MDRPM (Remote)

  • Led patient outreach and scheduled critical medical procedures, acting as a bridge between patient needs and provider availability.

  • Managed complex scheduling calendars to maximize clinical efficiency.

• Risk Investigator | Remitly (Hybrid)

  • Applied deep analytical skills to validate identities and prevent fraud, ensuring that only legitimate high-value transactions proceeded.

• Customer Service Advocate | Foundever (On-site)

  • Mastered the fundamentals of customer psychology, resolving complex inquiries and identifying opportunities to recommend additional services.

Why Choose Me?

I don’t just "make calls"—I build the bridge between a lead and a sale. My background in legal intake and risk investigation has trained me to be incredibly detail-oriented and persistent. I understand that in appointment setting, consistency is king. I am a self-starter who thrives on hitting "green" on my KPIs and providing the professional first impression your brand deserves.