Brian G. Garcia Brito
Tijuana
Summary
Personable and organized individual with knack for effective communication and client relationship management. Familiar with legal terminology, case management systems, and client confidentiality protocols. Dedicated to ensuring positive client experience and contributing to efficiency of legal operations.
Overview
9
9
years of professional experience
Work History
Legal Intake Specialist
Shapiro Legal Group
04.2022 - Current
- Streamlined intake processes by implementing a standardized questionnaire for potential clients, increasing efficiency and consistency in information gathering.
- Supported the successful resolution of cases by efficiently managing client files and ensuring all pertinent information was readily accessible for attorneys.
- Consistently met departmental productivity goals while maintaining a strong focus on quality assurance measures.
- Generated, posted and attached information to claim files.
Loan Adviser
Cardiff Bank
06.2018 - 02.2022
- Exceeded monthly sales quotas by proactively seeking out new leads and maintaining a strong pipeline of opportunities.
- Improved negotiation skills by consistently practicing and refining techniques, resulting in a higher percentage of closed deals.
- Increased referral business by fostering strong relationships with business owners and other industry professionals.
- Negotiated favorable terms for both new loans and refinancing options to better serve clients'' needs and improve overall profitability.
Customer Service Representative
Ally Financial
01.2016 - 04.2018
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
Education
High School Diploma -
Ramona High School
Riverside, CA06-2011
Skills
- Client communication
- Time management
- Team collaboration
- Customer retention strategies
- Target achievement
Languages
Spanish
Bilingual or Proficient (C2)
Timeline
Legal Intake Specialist
Shapiro Legal Group
04.2022 - Current
Loan Adviser
Cardiff Bank
06.2018 - 02.2022
Customer Service Representative
Ally Financial
01.2016 - 04.2018
High School Diploma -
Ramona High School
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