Victoria Galindo

Front office duties

• Answer phones and direct calls
• Screen potential clients
• Input data
• Perform light to medium typing
• Create documents
• Scan documents

• Act as a primary or secondary contact for clients.

• Answer client questions about the status of their claim.

• Follow up with clients for missing documents or updates.

Case File Management

• Open and organize case files (physical or digital).

• Input client data into case management software

• Track case milestones: initial application, reconsideration, hearing, appeal.

Medical Record Coordination

• Request medical records and reports from hospitals, clinics, and doctors.

• Follow up on record requests and log receipt dates.

SSA Filing Assistance

• Help complete and submit SSA forms (e.g., SSA-827, Function Reports, Work History Reports).

Attorney & Caseworker Support

• Assist in bilingual translation through phone-text,messages, emails,in person and mail.

6. General Administrative Tasks

• Answer phone calls, manage email correspondence.

• Scan, copy, fax, and file documents.

• Maintain compliance with confidentiality and HIPAA requirements.

• Greeting Visitors
  • Welcome delivery drivers, vendors, clients, inspectors, or new employees.
  • Ensure they sign in and follow safety protocols (e.g., hairnets, hygiene rules).
  Answering Phones & Emails
  • Take calls from customers, suppliers, or staff.
  • Transfer calls to appropriate departments (e.g., sales, production, maintenance).
  Scheduling Appointments
  • Book meetings for managers.
  • Coordinate plant tours or vendor visits.
  Clerical Work
  • Filing, data entry, scanning, and printing documents.
  • Maintaining logs (e.g., visitor logs, delivery logs).
  Mail and Deliveries
  • Receive packages and mail.
  • Notify recipients or arrange internal delivery.