Ana Valencia

• Oversaw clerical staff and assigned daily duties based on strengths for effective task execution.
• Streamlined cross-training rollout for unit assistants, ensuring maximum coverage.
• Managed high-volume financial transactions for multimillion dollar account with 100% accuracy and daily reconciliation.
• Collaborated with human resources by processing onboarding paperwork and managing badge access to facility.
• Assigned CalWORKs participants, individuals experiencing homelessness, and other clients to social workers' caseloads.
• Maintained daily tracking spreadsheets for pending cases, case transfers, and caseload counts.
• Imaged confidential cases, audits, and case transfers within Calsaws system.
• Managed office inventory and coordinated monthly orders for facility staff.

Organized and maintained physical and electronic case files for CalWORKs program, adhering to HIPAA and state privacy laws.

Utilized specialized government databases for client information updates, appointment tracking, and sensitive data logging.

Collaborated with county authorization team to process daily transportation requests and client case status updates.

Received, sorted, logged, and distributed incoming county mail and case transfers.

• Organized and prepared high-confidential cases for imaging into CalSAWS system.
• Executed imaging of high-confidential cases to leader replacement system using batch manager software.
• Filed supportive documents, including mail and faxes, into corresponding case files.
• Created new case files for case managers utilizing mail merge.
• Cultivated strong relationships with case managers and supervisors to enhance daily operations.