LEONARDO GARCIA AGUIRRE

• Managed and conducted 30–60 inbound and outbound calls, E-mails, Voice mail and text messages per day, handling high-volume client communication efficiently while maintaining empathy and accuracy.
• Acted as the first point of contact for prospective clients booking consultations, conducting warm and professional screening calls to build rapport and trust.
• Pre-screened clients to assess eligibility for various visas, primarily Digital Nomad Visas, Self-Employment Visas, Retiree Visas, and Investment Visas, across multiple destinations including Spain, Portugal, Italy, Germany, Thailand, Colombia, the United States, and Canada.
• Qualified leads by evaluating readiness, budget, fit, and timeline, ensuring alignment with relocation services and consultant expertise.
• Clearly explained service offerings, highlighted value, and addressed client concerns to encourage informed decision-making.
• Disqualified unqualified leads with empathy and professionalism while scheduling eligible clients with senior consultants.
• Maintained accurate CRM records of client interactions, qualification outcomes, and feedback.
• Shared insights with the team on client trends, objections, and lead quality to strengthen overall sales and intake strategy.
• Represented the brand with enthusiasm, empathy, and confidence, fostering trust and increasing conversion rates.

• conducted 25–50 outbound calls per day, handling high-volume client communication efficiently while maintaining empathy and accuracy.
• Managed client intake processes, conducting detailed interviews to gather essential case information in both English and Spanish.
• Built strong client relationships by providing exceptional service, ensuring clients felt supported and guided throughout the legal process.
• Collected and organized supporting documentation and evidence related to uninhabitable living conditions, including pest infestations, mold, and toxic substances.
• Coordinated with attorneys and legal staff to streamline case preparation and maintain accurate client records.
• Handled sensitive information with professionalism, empathy, and strict confidentiality.

As an Intake Specialist and receptionist at The Gillman Immigration Law Firm, I manage client intake processes with professionalism and empathy, conducting interviews both English and Spanish. I handle sensitive cases with care, ensuring confidentiality and building trust with clients. I utilize as RCM LawMatics, Mycase, Airtable and Google Calendar to streamline scheduling and case management, while providing vital administrative support to attorneys and legal staff. My strong communication skills and attention to detail ensure efficient, compassionate service in a fast-paced legal environment.

• Managed and conducted 25–40 inbound and outbound calls per day, handling high-volume client communication efficiently while maintaining empathy and accuracy.
• Conduct detailed Intake interviews in both English and Spanish with potential clients, gathering essential case information and ensuring accurate documentation for effective case management.
• Approach sensitive cases with empathy and professionalism, ensuring confidentiality and fostering trust with clients during difficult situations.
• Serve as the first point of contact for clients, managing in/out bound calls and emails with professional empathetic demeanor.
• Schedule and confirm appointments and consultations for attorneys using tools like Google Calendar and Airtable, managing multiple calendars to ensure smooth workflow and minimize scheduling conflicts.
• Use of RCM Law matics and Mycase to manage case information, input new client details, and update case statuses in real time for efficient tracking and follow-ups.
• Assist clients with routine questions regarding case status, billing inquiries and office procedures, escalating complex issues to the appropriate attorney or paralegal.

• Managed and conducted 30–50 inbound and outbound calls per day, handling high volume client communication efficiently while maintaining empathy and accuracy.
• As an Intake Specialist for an immigration law firm, I played a vital role in guiding clients through the initial stages of their immigration journey, ensuring their concerns are understood and addressed with care and professionalism.
• Sales Presentations: Develop and deliver persuasive sales presentations to highlight the firm's expertise and services
• Tailor presentations to address specific client concerns and immigration situations
• Client Communication: Answer phone calls, emails, and in-person inquiries from potential clients
• Provide information about the firm's services, processes, and fee structures
• Initial Assessments: Conduct initial consultations to evaluate clients' legal needs and determine eligibility for services
• Ask pertinent questions to gather comprehensive personal and case-related information
• Documentation: Collect and review necessary documentation from clients, such as identification and prior legal documents
• Ensure all information is accurate and complete for further legal assessment
• Data Management: Enter and maintain client information in the case management system
• Keep accurate records of communications and client interactions
• Scheduling: Coordinate and schedule follow-up appointments with attorneys
• Manage calendars to ensure timely responses and consultations
• Client Follow-Up: Reach out to potential clients for follow-up conversations to address questions and concerns
• Provide ongoing support and assistance during the intake process
• Liaison Role: Act as a bridge between clients and attorneys, facilitating communication and information flow
• Identify cases that require urgent attention or specialized handling
• Legal Research: Conduct preliminary research on immigration or relevant legal issues as needed to support case assessments
• Team Collaboration: Work closely with attorneys and paralegals to provide a seamless client experience

• As a Call Center Sales Agent for a credit union, I was focused on engaging with potential members to provide personalized financial solutions and foster long-term relationships that support their financial goals
• Cold calling: approximate 300 calls per day in a friendly and courteous manner
• Prospecting: Identifying potential members or clients through research and lead lists
• Outreach: Making outbound calls to introduce the credit union's products and services
• Sales Pitch: Effectively communicating the benefits of joining the credit union and its offerings, such as loans, savings accounts, and financial services
• Building Rapport: Establishing a positive relationship with potential members to foster trust and encourage interest
• Handling Objections: Addressing any concerns or objections the prospects may have about joining the credit union or its products
• Setting Appointments: Scheduling follow-up calls or meetings for in-depth discussions or consultations
• Maintaining Records: Keeping accurate records of calls, outcomes, and follow-up actions in a CRM system
• Collaboration: Working with the marketing and sales teams to align strategies and improve outreach efforts
• Staying Informed: Keeping up to date with the credit union's products, industry trends, and competitor offerings
• Achieving Targets: Meeting or exceeding sales targets and performance metrics set by the credit union