Isabel Rodriguez Virtual Assistant

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Legal Intake & Client Support

Alexandra Lozano Law Firm

Aug 2022 - Mar 2025 (2 years 8 months)

Led the intake process for new clients, conducting legal screenings and gathering preliminary case information. Assessed eligibility for immigration relief, including family-based petitions, asylum, and humanitarian visas (U Visa, T Visa, VAWA). Scheduled attorney consultations based on screening results and legal quiz responses. Collected and organized required documentation and evidence for USCIS filings, ensuring accuracy and completeness. Provided professional bilingual support (English/Spanish), maintaining clear and empathetic communication with clients. Shadowed the Personal Injury department to expand legal knowledge and better support cross-functional teams. Collaborated with attorneys and paralegals to ensure smooth transitions fr

Staff Trainer

AGR Group

Jan 2020 - Feb 2021 (1 year 2 months)

As a Staff Trainer, I developed and implemented a comprehensive customer service and soft skills training program, creating tailored training materials for each campaign to enhance team performance. Additionally, I provided insights into billing processes, explaining customers' energy billing charges, payment breakdowns, and other fees, which contributed to a deeper understanding of our services and improved customer interactions.

Health Customer Care representative

Atlantic International BPO

May 2018 - Nov 2018 (7 months)

Administered job knowledge assessments and training, providing expertise in clinical support and policy services. Continuously improved skills and performance through feedback and self-assessment. Managed 65 customer inquiries per 10 hours, actively listening to ensure full understanding of their concerns.

Trainer

Teleperformance Spain

Jan 2017 - May 2017 (5 months)

Scheduled and delivered in-person and online courses to enhance learning opportunities, tracking attendance and progress toward goals. Planned and conducted weekly training for an average of 5 account managers. Applied job analysis and instructional design principles to create effective training programs. Monitored participant performance and workflow, addressing gaps by implementing standardized training methods.

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Warehouse Manager

Quirúrgicos asociados de Colombia Ltda

May 2014 - Dec 2014 (8 months)

As a Warehouse Manager, I was responsible for overseeing inventory management, ensuring the proper receipt, storage, and distribution of products. I implemented procedures to optimize operational efficiency and enhance customer satisfaction. Additionally, I generated sales invoices for high-cost supplies and processed buyer payments, contributing to more effective financial management and improved business relationships. While managing electronic health records (EHR) was not part of my direct responsibilities, my experience in invoice generation and payment processing has provided me with valuable skills in data management and attention to detail, which are essential for maintaining accuracy in any record-keeping system.

Customer Service Department

Sutherland

Jan 2014 - Apr 2015 (1 year 4 months)

Provided accurate information on promotions, customer programs, and products, contributing to high customer retention. Educated customers on billing, payment processing, and support policies. Addressed inquiries on sales, pricing, and company updates. Delivered exceptional service, achieving a 95% customer satisfaction rating. Continuously enhanced sales skills and product knowledge to optimize service and meet performance goals.

Isabel Rodriguez

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Isabel Rodriguez