Cesar Perez Legal Virtual Administrative assistant

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Intake Specialist @ Ogborne Law Firm

Ogborne Law Firm

Jul 2025 - Dec 2025 (6 months)

As an Intake Specialist at Ogborne Law Firm, I was responsible for managing client intake and communication, ensuring that all incoming calls, emails, and website inquiries were handled in a professional and empathetic manner. I conducted initial client screenings to identify legal needs related to wills and trusts, probate and estate administration, guardianships, and family law matters, collecting detailed client information including personal data, family structure, assets, and legal concerns. I clearly explained the firm’s services, intake process, and next steps to prospective clients, while efficiently scheduling consultations with attorneys and confirming appointments. In the realm of data entry and case setup, I entered accurate cl

Intake Specialist _ Paralegal

Virtual Staffing Careers

Jan 2024 - Mar 2025 (1 year 3 months)

As an Intake Specialist _ Paralegal, I utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support. I streamlined intake systems, resulting in reduced errors and improved speed. I answered phone calls and provided new clients with required paperwork to initiate service. Additionally, I employed appointment scheduling skills to effectively coordinate meetings and consultations, ensuring a seamless intake process. My experience as a Discovery Intake Specialist and Paralegal involved drafting legal documents and preparing cases for attorneys, where meticulous attention to detail was crucial in managing case files and ensuring all necessary documentation was compl

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Intake Specialist_ Paralegal_ Case Manager

MCM Law Group PC

Jul 2022 - Jan 2024 (1 year 7 months)

As an Intake Specialist, Paralegal, and Case Manager, I provided compassionate and attentive guidance to patients during moments of crisis and trauma. I significantly reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process. My critical thinking skills were essential in analyzing complex client situations and making informed recommendations for appropriate services and support. I streamlined intake systems, resulting in reduced errors and improved speed, while also answering phone calls and providing new clients with the required paperwork to initiate service. I completed intake assessment forms and meticulously filed clients' charts,

Logistics Coordinator

Lean Solutions Group

May 2022 - Jan 2023 (9 months)

As a Logistics Coordinator, I served as a liaison between internal departments and external partners, streamlining communications and improving overall efficiency. I reduced shipment delays through meticulous coordination of international shipments and customs clearance, while developing strong relationships with carriers to ensure reliable transportation options for imported goods. Collaborating with sales and customer service teams, I addressed client concerns and expedited orders when necessary. I trained new employees on logistics procedures, promoting a consistent approach across the team. In addition to tracking orders and notifying customers of status or potential delays, I utilized CRM tools to identify leads and support the company

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Retail Customer Service Representative

Alorica BPO

Jul 2020 - Dec 2021 (1 year 6 months)

As a Retail Customer Service Representative, I was responsible for collecting data information to enhance customer satisfaction and streamline service processes. My role involved engaging with customers to understand their needs and provide tailored solutions. Additionally, I utilized my sales skills to conduct inside sales for vacation packages, which not only contributed to revenue growth but also enriched the customer experience by offering relevant options that met their travel desires. Furthermore, I leveraged my extensive experience with Microsoft 365, utilizing its tools daily for over 16 years to improve communication and efficiency in service delivery, ensuring that customer interactions were both effective and organized. In this m

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Lift – Critical Emergency Line Customer Service Representative

ICS – Intouch 247

Oct 2019 - May 2020 (8 months)

Como representante de servicio al cliente en la línea crítica de emergencias Lift, fui responsable de proporcionar soporte excepcional a los clientes en situaciones urgentes, asegurando una comunicación clara y efectiva a través de múltiples canales, incluyendo soporte telefónico y por chat. Utilicé herramientas de gestión de relaciones con clientes (CRM) y Google Workspace para organizar y gestionar la información del cliente, lo que mejoró la eficiencia en la atención. Además, mi capacidad para manejar múltiples tareas simultáneamente, aunque no directamente relacionada con la gestión de proyectos, fue fundamental para priorizar las necesidades de los clientes y garantizar una respuesta rápida y efectiva en momentos críticos. Mi experienc

Field Commission Specialist

Xerox de Guatemala

Aug 2017 - May 2020 (2 years 10 months)

As a Field Commission Specialist for NAAO & US Channels, I was responsible for managing commission structures and ensuring accurate payments to stakeholders. My role involved analyzing sales data and collaborating with various teams to optimize commission processes. Additionally, I utilized Microsoft 365 to streamline financial reporting and enhance communication within the team. I also played a key role in evaluating potential mergers and acquisitions, assessing financial statements, and applying economic principles to support strategic decisions. My experience in accounting management further enabled me to maintain accurate records and ensure compliance with financial regulations. Furthermore, I engaged in cold calling to monitor sales re

Virtual Sales Administrator

Xerox de Guatemala

Dec 2014 - Jul 2017 (2 years 8 months)

As a Virtual Sales Administrator, I was responsible for managing sales processes and supporting the sales team in achieving their targets. My role involved coordinating client communications, processing orders, and maintaining accurate sales records to ensure smooth operations. Additionally, I utilized Microsoft 365 to streamline administrative tasks and enhance productivity. I also played a key role in analyzing financial statements and assessing potential mergers and acquisitions, which contributed to identifying new client opportunities and driving business growth. My ability to multitask effectively allowed me to manage various responsibilities simultaneously, ensuring that client needs were met promptly while maintaining high standards

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Field Commission Specialist – Collection Analyst

hcltechnologies

Aug 2012 - May 2021 (8 years 10 months)

As a Field Commission Specialist – Collection Analyst, I was responsible for reconciling payroll discrepancies and responding to inquiries from employees, ensuring accurate and timely resolution of issues. I reviewed personnel records to determine names, rates of pay, occupations of new hires, and changes in wage rates, maintaining meticulous attention to detail. I upheld employee privacy and protected payroll operations by keeping all information confidential, ensuring compliance with data protection standards. Additionally, I provided customer service by offering assistance and support to clients, which enhanced overall satisfaction and trust in our payroll processes. My role required effective project coordination skills, as I often mana

Transactions Processor.

Xerox de Guatemala

Aug 2012 - Jan 2013 (6 months)

As a Transactions Processor at GMAC-MORTGAGE, I was responsible for efficiently processing mortgage transactions, ensuring accuracy and compliance with regulatory standards. I collaborated with the Staff Team to verify financial statements for clients, which enhanced our ability to assess loan eligibility and maintain financial integrity. This role required meticulous attention to detail and strong organizational skills to manage multiple transactions simultaneously while providing exceptional service to clients.

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Senior Process Lead Collections Department

Capgemini Guatemala

Jan 2011 - Apr 2012 (1 year 4 months)

As a Senior Process Lead in the Collections Department, I was responsible for overseeing the efficiency and effectiveness of collection processes, ensuring compliance with regulatory standards while optimizing team performance. I led initiatives to streamline workflows and improve collection rates, resulting in a significant reduction in outstanding receivables. Additionally, I utilized messaging apps such as Slack and Teams to facilitate real-time communication among team members, enhancing collaboration and ensuring that all team members were aligned on objectives and updates. This approach not only improved team dynamics but also contributed to a more responsive and agile collections process. Furthermore, I conducted research daily to id

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DeductionS Analyst

Capgemini Guatemala

Dec 2009 - Dec 2010 (1 year 1 month)

As a Deduction Analyst at Coca Cola Refreshments, I was responsible for analyzing and resolving customer deductions, ensuring accurate financial reporting and compliance with company policies. My role involved collaborating with various departments to identify discrepancies and implement corrective actions. Additionally, I utilized customer service skills to effectively communicate with clients, including making calls to collect payments, which helped maintain positive relationships and ensure timely resolution of financial issues. While my primary focus was on financial analysis and customer interactions, I also engaged in administrative tasks that supported the overall efficiency of the department, ensuring that all processes were streaml

Cesar Perez

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