Carla Romero
Glendale
Summary
Dynamic sales representative and client consultant with a proven track record across diverse industries. Expertise in effective communication, fostering social interactions, and driving departmental development while delivering exceptional customer service. Committed to building strong client relationships and enhancing business growth through strategic solutions. Results-oriented professional dedicated to achieving excellence in every engagement.
Overview
5
5
years of professional experience
Work History
Client Specialist & PI Consultant
The Law Offices of Randy Sarmiento
02.2024 - Current
- Contacting clients to provide quote estimates and case updates for traffic violations, criminal cases, and personal injury.
- Scheduling appointments for clients to speak with the attorney, in correlation to each individuals availability.
- Collecting documents from clients (i.e mitigation, court obligations, insurance policy cards, etc.)
- Handling all incoming personal injury calls and outbound inquiries.
- Calling insurance providers (1st and 3rd party), to file claims for our auto accident clients.
Legal Assistant (Pre Litigation-Promotion)
Wilshire Law Firm
12.2023 - 03.2024
- Collecting documentation from clients (i.e. paystubs, medical notes, termination letters, etc.).
- Sending out request letters to the defendant, and company agent in order to obtain the plaintiff's personnel file.
- Evaluating case information, intakes, and researching information on companies (i.e. PAGA, PPP, AWW, ZOOMINFO, etc.)
- Responding to emails from clients and providing case updates on their employment cases.
- Communicating effectively with attorneys and legal assistants with any new information or updates regarding each client's case.
Intake Department Trainer
Wilshire Law Firm
11.2022 - 12.2023
- Cross-trained in handling Class Action, Employment, and Personal Injury cases.
- Trained group of incoming intake representatives.
- Trained new intake representatives on how to use Salesforce-Litify, Ring Central, and Google LSA.
- Implemented phone etiquette training and de-escalation tactics on how to handling difficult situations with callers.
- Responded to inquiries from potential clients and collected case details to forward to our attorney for further review.
- Translated Spanish calls and documents for clients.
Supervisor
Dry Bar
01.2022 - 12.2022
- Booked appointments for clients, answered calls and responded to emails and voicemails.
- Trained reception staff and ensured all employees are complying to company policies and protocols.
- Implemented de-escalation strategies and found resolutions to issues in order to ensure that the client will leave on a positive note.
- Submit company’s sales goals and labor hours on a daily basis, along with tracking product sales for the shop.
- Conducted inventory checks and placed orders for new supplies and products for the shop.
Behavior Interventionist
BehaviorLearning Network
11.2020 - 01.2022
- Provided ABA services to a wide-range of clients from different ages and at various locations (school and/or home sessions)
- Implemented client’s learning program and provided them the appropriate level of assistance they required in order to reach their daily goals and targets
- Maintained client confidentiality (HIPAA compliance) and upheld professionalism and company standards at all times
- Tracked clients progress by taking data via app and wrote detailed notes on what occurred during clients session then submitted all information and updates to my case supervisors
- Certified as a Registered Behavior Technician (RBT)
- Assisted in providing training and hands-on experience to new behaviorists and showed them how to send progress reports
Behavior Interventionist
California Psych Care
04.2020 - 10.2020
- Worked with individuals on the Autism Spectrum Disorder (ASD)
- Lead telehealth sessions & implemented clients goal plan through the use of ABA therapy
- Had online meetings with supervisors, team members and the clients family in order to discuss progress and future goals
- Planned out client’s learning curriculum and found innovative and creative ways of applying their ABA programs
- Maintained client confidentiality, according to HIPAA policies and company regulations
Education
Bachelor’s of Arts - Psychology
California State University
Los Angeles, CA05.2019
High School Diploma -
New Village Girls Academy
Los Angeles, CA06.2014
Skills
- Proficient in Spanish communication (verbal and written)
- Customer Service Skills
- Revenue generation specialist
- Data Entry (ie Excel Sheet and Goggle Calendar)
INTERNSHIPS
- Epitaph Records
- September 2011- June 2012- Marketing and Promotion
- Assisted my mentor in marketing and promoting the record labels new bands and currents artists/groups
- Promoted the artists by sending posters, letters, demos, and merchandise to shops that were in the surrounding area of their next show
- Connected calls from the front desk to the direct lines of the individuals in the studio
- Input data into Excel spreadsheet about vendors and locations where concerts will be held
Languages
Spanish
Full Professional
Timeline
Client Specialist & PI Consultant
The Law Offices of Randy Sarmiento
02.2024 - Current
Legal Assistant (Pre Litigation-Promotion)
Wilshire Law Firm
12.2023 - 03.2024
Intake Department Trainer
Wilshire Law Firm
11.2022 - 12.2023
Supervisor
Dry Bar
01.2022 - 12.2022
Behavior Interventionist
BehaviorLearning Network
11.2020 - 01.2022
Behavior Interventionist
California Psych Care
04.2020 - 10.2020
Bachelor’s of Arts - Psychology
California State University
High School Diploma -
New Village Girls Academy