Ana Jaquez
San Diego
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Case Coordinator
Adjoin
San Diego, CA
11.2023 - Current
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
- Completed intake assessment forms and filed clients' charts.
- Maintained accurate, up-to-date client records for reliable reference and communications.
- Trained and supervised new intake staff to deliver high-quality client care.
- Supported office staff and operational requirements with administrative tasks.
- Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
- Collaborated with various stakeholders to promote social services.
- Assisted in conducting needs assessments to identify key areas of service needs.
- Oversaw housing plans for over 50 clients monthly, to promote timely transition to permanent housing and appropriate usage of housing subsidies.
- Met with housing residents and landlords to answer questions, address concerns and clarify policies and procedures.
- Conducted home and apartment inspections to identify safety issues and needed repairs.
- Negotiated with landlords and real estate agents to obtain vacant apartments for clients with histories of homelessness, mental illness and substance abuse, occupying over 30 apartments by providing direct, hands-on support services.
- Maintained database of housing resources, landlords and management companies.
- Identified and recruited landlords and brokers to provide suitable and affordable units to meet clients' needs.
- Tracked service activities and outcomes against outlined plans and goals.
- Coordinated with different service providers to meet clients' individual needs.
- Helped clients navigate social services system and access needed resources.
- Maintained internal database of service workers, participants, activities and other relevant details.
- Assisted clients with obtaining housing, employment and support resources.
- Intervened in crisis situations to obtain support for clients and reduce escalation or recurrence risks.
- Reviewed documentation and input data into computer system to complete eligibility process, re-certifications and tenant move-outs.
- Coordinated multiple facets of process without sacrificing performance.
- Maintained current knowledge of applicable procedures and compliance requirements to optimize effectiveness.
- Managed 40+ assigned cases and projects monthly.
- Collaborated with departments such as Housing, Benefits, Healthcare, and employment on daily basis to resolve issues.
- Completed various administrative tasks such as making phone calls, answering emails and inputting data into systems.
- Created and managed budgets, efficiently allocating resources for social and community service projects.
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
- Partnered with local organizations to expand access to social and community services.
- Established and maintained relationships with key stakeholders.
- Researched best practices and developed strategies to improve program outcomes.
- Participated in community events to promote services and engage with public.
Lead Ramp Agent
Unifi
San Diego, CA
10.2022 - 08.2023
- Coordinated ground crew activities to complete objectives on schedule.
- Safely operated various types of equipment such as conveyor belts, push-back tractors and tugs.
- Reported equipment malfunctions to supervisor for immediate repair attention to avoid creating flight departure delays.
- Completed cargo manifests and flight paperwork for proper luggage and flight tracking.
- Communicated closely with ground crew, flight crew, and tow person via headset radio to maintain loading and unloading safety and efficiency.
- Verified documentation and condition of freight to assure quality standards were achieved.
- Helped train new employees in safe practices and warehouse procedures.
- Streamlined material delivery processes which increased efficiency and reduced downtime.
- Verified quantity and description of materials received by checking merchandise against packing list.
Medical Assistant
Comprehensive Pain Management Specialists
San Diego, CA
03.2021 - 12.2021
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Obtained client medical history, medication information, symptoms, and allergies.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Performed medical records management, including filing, organizing and scanning documents.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Collected pertinent data and calculations to aid physician in interpreting results.
- Oriented and trained new staff on proper procedures and policies.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
- Conducted monthly and quarterly inventory of supplies using facility cost reporting records.
- Liaised with patients and addressed inquiries, appointment requests and billing questions.
- Implemented care and efficiency improvements to support and enhance office operations.
- Updated inventory, expiration and vaccine logs to maintain current tracking documentation.
Education
Associate of Science - Tourism And Hospitality
Skills
- Data collection
- Program implementation
- Client assessment
- Patient care expertise
- Analytical mindset
- Data collection and analysis
- Community resources
- Advocacy experience
- Fluent in Spanish
- Case documentation
- Scheduling
- Multi-task management
- Building rapport
- Microsoft Office Suite
- Conflict resolution
- Researching
- Payment processing
- Computer proficiency
- Document control
- Typing proficiency
- Training development aptitude
- Key stakeholder relationship building
- Adaptability and flexibility
- Data entry
- Paperwork processing
- POS systems expert
- Script adherence
- Relationship building
- Point of sale operation
- Customer needs assessment
- Product recommendations
- Verbal and written communication
- Point of sale systems
- Upselling and cross selling
Certification
- RMA - Registered Medical Assistant
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Case Coordinator - Adjoin
11.2023 - Current
Lead Ramp Agent - Unifi
10.2022 - 08.2023
Medical Assistant - Comprehensive Pain Management Specialists
03.2021 - 12.2021
Kingsborough Community College - Associate of Science, Tourism And Hospitality