Dedicated Client Success Representative focused on enhancing client satisfaction through effective communication and advocacy. Skilled in conducting comprehensive assessments and crisis intervention, ensuring compliance while fostering trust. Committed to empowering individuals and families with tailored support and guidance.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Information and Referral Specialist
United Way of Greater Houston
Houston, TX
09.2024 - Current
Conducted needs assessments to identify immediate and long-term service needs of callers.
Provided accurate referrals for housing, food assistance, utility assistance, healthcare, mental health services, employment, and financial
Educated clients on programs, benefits, and services, enabling informed decisions about care needs.
Delivered trauma-informed, compassionate customer service while maintaining professionalism during crisis situations resources.
Case Manager
Harris County Community Services/ SEARCH Homeless
Houston, TX
04.2024 - Current
Conducted thorough assessments of clients' situations, identifying issues, goals, and necessary interventions.
Coordinated client assessments to identify needs and develop care plans.
Monitored ongoing cases closely, adjusting case management strategies based on evolving circumstances.
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Coordinated communication between clients and service providers to enhance service delivery and client understanding.
Managed case files and documentation for compliance with regulations.
Ensured compliance with regulations and confidentiality requirements by maintaining accurate documentation on all cases.
House Manager
Angela House
Houston, TX
05.2017 - 09.2024
Provided recovery and peer support through crisis interventions, conflict resolution, and individualized relapse prevention strategies.
Taught life skills, including chores and meal preparation, while providing positive reinforcement to encourage independence.
Defined roles for parolees and household members, fostering personal responsibility and accountability.
Maintain confidentiality of residents' information and records in accordance with federal and state requirements.
Client Success Representative
Beyond Finance
Houston, TX
01.2022 - 10.2023
Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
Addressed client support issues through phone, email, and chat, ensuring timely resolution and satisfaction.
Developed strong relationships with clients to foster trust and loyalty, ultimately boosting revenue.
Handled incoming support calls, resolving issues in real-time or escalating to team members.
Worked remotely to deliver client support and solutions.
Compiled reports on client usage metrics and performance indicators to inform strategies for enhanced client engagement.
Verifications Investigator ( Team Lead)Desktop Inv
PreCheck Health
Houston, TX
09.2016 - 07.2019
Evaluated agent phone and email interactions to confirm adherence to company scripts and protocols, enhancing customer satisfaction.
Developed standardized training program and process guide to enhance onboarding and employee performance.
Delivered guidance and support to employees experiencing workplace challenges., coaching, and direction for employees experiencing work problems
Assessed Operations form requests and updates for policy alignment and professional presentation.
Reviewed and analyzed sensitive documents for compliance with regulations.
Conducted thorough background checks to ensure candidate eligibility.
Maintained accurate records of investigations and findings in digital systems.
Education
Bachelor of Science - Criminal Justice
ITT Technical Institute
Torrance, CA
Skills
Case Management
Client Needs Assessment
Crisis Intervention
Referral Database Management
Case Documentation
Case File Management
HIPAA compliance
Resource Coordination
Organization and Multitasking
Customer Service
Effective Communication
Problem-Solving
MS Office
Lexis Nexis
Certification
Texas All-Lines Adjuster License (Active)
Texas Notary Public (Active)
Timeline
Information and Referral Specialist
United Way of Greater Houston
09.2024 - Current
Case Manager
Harris County Community Services/ SEARCH Homeless
04.2024 - Current
Client Success Representative
Beyond Finance
01.2022 - 10.2023
House Manager
Angela House
05.2017 - 09.2024
Verifications Investigator ( Team Lead)Desktop Inv
INFORMATION & REFERRAL SPECIALIST at Wayne Metropolitan Community Action AgencyINFORMATION & REFERRAL SPECIALIST at Wayne Metropolitan Community Action Agency