Aiesha Wynn
Charlotte,NC
Summary
Personable solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
Work History
Case Manager
Roof Above
Charlotte, NC
2023.09 - Current
- Assessed clients' needs, developed service plans and monitored progress towards goals.
- Facilitated communication between clients, families, caregivers, social services and other agencies to ensure client needs were met.
- Provided crisis intervention support for clients in emergency situations.
- Conducted home visits to assess the safety of living environments for clients.
- Developed individualized care plans with input from clients and their families.
- Collaborated with medical professionals to coordinate treatment plans for clients.
- Maintained accurate case records and documentation according to agency guidelines.
Operations Specialist
Talent Bridge/LPL Financial
Fort Mill, SC
2022.10 - 2023.04
- Reviewed, validated and processed new account documentation.
- Assessed and reported the processing of quality and accuracy of assigned processes.
- Completed various reports and analyzed each report to decide where improvements could be made.
- Executed and optimized operational responsibilities to promote seamless delivery of services.
- Provided information to assist in providing feedback to internal and external business partners.
- Collaborated with internal Service Center partners to ensure accurate completion and satisfactory results on all requests received.
- Demonstrated the capability and knowledge to use multiple systems such as Beta, Documentum,Lexis Nexxus,Client Works, Macro,IRS.gov and CIP Applications to resolve risk factors and make updates as needed.
- Assist with special projects as needed.
Behavioral Health Specialist
New Hope Carolinas
Rock Hill, SC
2022.01 - 2023.01
- Documented observations, interventions and concerns in patient charts and electronic systems, sustaining continuum of care from admission through to discharge.
- Engaged clients in therapeutic groups to promote coping skills, education and life skills.
- Documented patient interactions in compliance with HIPAA requirements.
- Provided excellent service to patients through personable communication.
- Modeled appropriate communication and problem-solving skills in crisis situations involving patients, family or staff.
- Participated in treatment planning by helping to identify patients' problems, needs and strengths. Tracked client movement on and off unit by documenting times and destinations.
- Identified and addressed individual mental health challenges to support patients.
- Collaborated with client and clinician to develop and support goals and clinical treatment plan.
- Led prescribed individual or group therapy sessions as part of specific therapeutic procedures.
- Guided clients in developing skills or strategies for dealing with problems.
Credit Analyst
LendingTree
Charlotte, NC
2022.07 - 2022.10
- Validation of various loan documentation for data integrity and funding conditions to ensure accurate and timely disbursement of funds.
- Validation and processing of loan commitments, interest payments, and fee payments.
- Management of syndicated loan facilities where we are agent. These facilities include foreign currency and Letters of credit transactions.
- Manage periodic rate changes, rate rollovers, advances, collateral, invoicing, repayments, and other loan agreement modifications.
- Report and reconciliation monitoring
- Input wire instructions while attending to dual controls
- Analysis and resolution of operational and risk issues
- Involvement in ad hoc projects for new processes or industry initiatives
- Reconciliation breaks investigation, resolution and escalation.
- Requested financial documents from customers.
- Reviewed customer financial data to ascertain level of risk involved for extending credit.
- Prepared basic and preliminary credit analyses to determine creditworthiness and compliance.
- Prepared financial ratios and spreads using computer programs to evaluate customer financial status.
- Collected and organized loan documents before submission to underwriting.
Case Manager
Alight Solutions
Charlotte, NC
2021.08 - 2022.07
- Monitored client progress through regular follow-up contacts.
- Provided referrals to appropriate health care providers or other community resources.
- Assessed clients' needs, developed service plans and monitored progress towards goals.
- Communicated with legal services providers, social services agencies and local judicial systems regarding cases.
- Collaborated with healthcare team to improve care quality, reduce costs and gauge patient progress.
- Assessed and identified service delivery challenges and opportunities within local area.
Case Manager
Humana
Charlotte, NC
2020.03 - 2021.03
- Assessed clients' needs, developed service plans and monitored progress towards goals.
- Developed individualized care plans with input from clients and their families.
- Collaborated with medical professionals to coordinate treatment plans for clients.
- Assisted individuals with eligibility for available benefits.
- Maintained logs and electronic client records following department and agency policies for effective monitoring.
- Developed trusting relationships with social services, health care providers and governmental agencies.
- Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
Education
Bachelor of Science - Social Work
Walden University
Minneapolis, MN2025-10
Associate of Applied Science - Criminal Justice
TESST College of Technology - Alexandria
Alexandria, VA11.2006
Skills
- Verbal and Written Communication
- Understanding Customer Needs
- Needs Assessment
- Discharge Planning
- Group Therapy
- Utilization review
- Case Management
- Referral Coordination
- Community Outreach
- Client empowerment
- Case Needs Assessment
- Eligibility assessment
- Treatment Planning
- MS Office
- Patient Needs Assessment
- Home Visits and Inspections
- Case Documentation
- Organization and Multitasking
- Multitasking and Prioritization
- Creative Problem Solving
- Customer Data Confidentiality
- Upbeat and Positive Personality
- CRM Software
- Excellent Attention to Detail
- Client Advocacy
Timeline
Case Manager
Roof Above
2023.09 - Current
Operations Specialist
Talent Bridge/LPL Financial
2022.10 - 2023.04
Credit Analyst
LendingTree
2022.07 - 2022.10
Behavioral Health Specialist
New Hope Carolinas
2022.01 - 2023.01
Case Manager
Alight Solutions
2021.08 - 2022.07
Case Manager
Humana
2020.03 - 2021.03
Associate of Applied Science - Criminal Justice
TESST College of Technology - Alexandria
Bachelor of Science - Social Work
Walden University