Professional Summary
Results-driven customer service and sales professional with 9+ years of diverse experience across customer support, cold calling, B2B sales, legal records retrieval, healthcare, medical administration, and technology-based systems. Proven ability to build strong client relationships, drive sales performance, and manage high-volume workflows in fast-paced, detail-oriented environments.
Highly experienced in both inbound and outbound communication, with a strong background in cold calling, appointment setting, client verification, and consultative sales. Adept at working with CRM and EHR systems, managing sensitive documentation, and maintaining accuracy in compliance-driven industries.
Core Experience Highlights
*Legal Records Retrieval Specialist (Top U.S. Law Firm – ~5 Years)
Advanced experience in retrieving, reviewing, and managing a wide range of legal and medical records including medical charts, billing records, radiology reports, imaging films, criminal records, school records, and more.
Promoted through multiple levels of responsibility including:
Records retrieval and processing
Invoice review and payment handling
Document quality control and legal compliance review
Outlook inbox management, file organization, and digital document handling
CRM/EHR system management for accurate data tracking and workflow efficiency
*AT&T Mobility Sales Agent
Sales-focused role involving mobile device and SIM card sales, troubleshooting customer issues, and explaining monthly billing statements. Strengthened expertise in customer education, technical support, and upselling services.
Healthcare & Medical Administrative Support (Dermatology Clinic)
Managed patient scheduling, appointment coordination, and CRM data entry. Assisted physicians during procedures and ensured accurate patient information management while maintaining smooth clinic operations.
* Verification & Client Relations Specialist (Nursing Home Sector)
Verified facility information, processed donation payments, and maintained accurate records while ensuring compliance and professionalism in communication.
* B2B Appointment Setter / Sales Specialist (Dental Industry)
Experienced in cold calling, warm lead follow-ups, and B2B sales for dental equipment and supplies. Skilled in building rapport with decision-makers, generating qualified appointments, and closing sales opportunities.
Key Strengths
Cold Calling & Lead Generation
B2B & Consultative Sales
Legal & Medical Records Management
CRM / EHR Systems (Data Entry & Workflow Management)
Customer Service Excellence
Strong Communication & Problem-Solving Skills
High Attention to Detail & Organizational Efficiency
