Diligent Intake Specialist with solid background in managing client intake processes. Successfully streamlined intake procedures, enhancing efficiency and client satisfaction. Demonstrated strong organizational and communication skills, ensuring accurate data collection and effective client support.
Overview
17
17
years of professional experience
Work History
Intake Specialist
Robert Half
Remote
08.2024 - 11.2024
Answered phone calls and provided new clients with required paperwork to initiate service.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Completed intake assessment forms and filed clients' charts.
Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
Sr. Compliance & Intake Specialist
Robert Half Intl.
05.2022 - 06.2024
Analyze and investigate escalated loan applications for potential fraud, waste, and abuse
Ensure accuracy and compliance of loan applications
Conduct in-depth review of loan applications, utilizing strong attention to detail to verify eligibility