David Lehfeldt Email & Phone Number

Chicago, Illinois, United States

Finance and Accounting

Chicago, Illinois, United States

● Acted as the manager of five communications platforms for the law firm ● Routed and scaled phone systems for twenty agents per operations data and analytics reported to management team decision makers (ie IVR call routes)● Communicated with potential and current vendors and recommended necessary changes to management team by analyzing operational gaps and client case data●Composed and compiled all firm communications policies, call scripts, and SOPs● Implemented, trained, and troubleshooted agent phone/text/email systems according to new policies and procedures● Analyzed client case data to streamline communications and ensure uniformity amongst clients

Chicago

● Acted as a main client service contact for one of the largest bankruptcy law firms in the nation (10,000+ cases filed in2019)● Analyzed client and case data to identify opportunities with lapsed clients to increase cash flow to the firm● Identified and implemented process improvement in the case manager department to increase overall efficiency● Managed clients to recover and accelerate payments in order to keep clients on an appropriate timeline for filing● Assisted partner attorneys by communicating urgent changes on client cases, filing paperwork, and making sure case deadlines are achieved● Aided in the hiring and training of part-time Client Recovery/Service representatives for evening and weekend hours● Helped to manage the implementation and training for a newly developed in-house CRM and payments system from theprevious Salesforce system

Chicago, Illinois, United States

● Provided Paraprofessional services to clients considering filing for Chapter 7, or Chapter 13● Created individualized plans for clients for long term financial stability and rebuilding credit● Calculated client’s debts, assets, equity, and income to determine best filing options● Won Client Consultant of the Month ● Generated over $500,000 in revenue while serving over 500 clients during a 12 month period

Chicago, Illinois, United States

● Acted as first point of contact between prospective clients and legal team● Identified financial issues that clients were facing and provided personalized solutions to them

Bloomington, Indiana, United States

● Interacted with over 1350 students/parents each year by providing key information on the rules, regulations, and day to day life of living in the residence hall ● Efficiently sorted, logged, and delivered all packages, mail, and parcels for entire residence center● Handled day to day communications via telephone with issues concerning residents and employees

Bloomington, Indiana Area

● Attended court proceedings, mediations, and depositions● Researched and compiled relevant case law for court proceedings and legal defenses● Composed and filed legal motions and documents for litigation● Collaborated with a document management team to overhaul past cases files● Worked with clients in civil, criminal, and bankruptcy cases by composing summary memorandums for attorneys