ANNA RODRIGUEZ
Brewster
Summary
Dedicated nonprofit and healthcare professional with over 15 years of experience in fundraising, donor relations, case management, and community engagement. Expertise in building partnerships and coordinating programs that achieve measurable outcomes, enhancing organizational impact and supporting individuals in reaching personal goals.
Overview
15
15
years of professional experience
Work History
Case Manager (Dual Position)
EXPECT HOPE
Bronx
12.2024 - Current
- Serve as the first point of contact for prospective residents and coordinate admissions processes.
- Conduct weekly case management meetings and develop Individualized Service Plans (ISPs).
- Support residents in achieving educational, parenting, personal, and professional goals.
- Maintain detailed case notes and resident records.
- Facilitate life-skills training and educational programming.
- Coordinate services with social service agencies, families, and community resources.
- Develop care plans for mothers and children and monitor progress toward goals.
- Assist residents in addressing challenges related to family relationships and parenting.
- Coordinate discharge planning and post-program referrals.
- Delivered overnight support to residents, ensuring safety and assistance.
Advancement Coordinator (Dual Position)
EXPECT HOPE
Bronx
06.2024 - Current
- Assisted in implementing annual fundraising strategy, contributing to goal of raising $720,000.
- Build and maintain relationships with donors and supporters while managing donor records and stewardship efforts.
- Maintain donor databases and advancement calendars to support development initiatives.
- Coordinated donor communications, enhancing engagement through newsletters, fundraising appeals, social media outreach, and website content.
- Assist with grant research, proposal submissions, reporting, and recordkeeping.
- Develop partnerships with churches, agencies, and community organizations.
- Coordinate speaking engagements and community presentations.
- Research and cultivate new funding opportunities.
- Planned and executed fundraising events, including annual Fall Fundraising Banquet, to strengthen community support.
- Support capital campaigns and other major organizational initiatives.
- Assist the Executive Director with administrative operations and record management.
- Recruit, onboard, and manage volunteers.
- Represent the organization at public events and community functions.
- Oversee HR-related processes, including staff development, onboarding, training, and employee recognition.
- Support resident advancement through educational and career development opportunities.
Music & Dance Instructor (Part-Time)
SATURDAY SCHOOL PROGRAM
Bronx
09.2025 - 06.2026
- Planned and led weekly music and dance classes for school-aged children.
- Developed engaging lessons that encouraged creativity, confidence, and cultural appreciation.
- Organized performances and activities that promoted student participation and teamwork.
- Fostered a positive and inclusive learning environment for students of varying skill levels.
- Collaborated with parents and program staff to support student development and attendance.
Patient Access Representative
OPTUM MEDICAL
12.2020 - 05.2024
- Delivered exceptional customer service to patients, physicians, and healthcare staff.
- Scheduled appointments, verified insurance eligibility, and maintained patient records.
- Coordinated communication between patients, providers, and administrative teams.
- Assisted with staff scheduling and administrative support functions.
- Maintained confidentiality and compliance with healthcare regulations.
- Provided bilingual translation services and assisted with the creation of patient-facing bilingual forms.
Patient Access Representative
MONTEFIORE NEW ROCHELLE HOSPITAL
09.2018 - 12.2020
- Registered patients and accurately entered demographic and insurance information.
- Obtained insurance authorizations and pre-certifications when required.
- Maintained electronic and paper medical records.
- Assisted patients during registration and discharge processes.
- Communicated effectively with healthcare providers, insurance companies, and patients.
- Created new patient charts and maintained confidentiality of sensitive information.
- Assisted with billing-related documentation and insurance communications.
- Managed office supplies and completed required compliance training.
Medical Assistant
SHEIN ORTHOPAEDICS
11.2017 - 05.2018
- Assisted physicians and physician assistants during patient examinations.
- Scheduled appointments and managed patient communications.
- Prepared exam rooms and maintained medical supplies and equipment.
- Obtained patient medical histories and documented information accurately.
- Assisted with injections, dressings, suture removal, and orthopedic procedures.
- Processed insurance forms and adhered to prescription refill protocols.
- Coordinated imaging records and patient documentation.
Medical/Call Center Representative
SHEIN ORTHOPAEDICS
04.2017 - 11.2017
- Scheduled patient appointments and managed high-volume incoming calls.
- Verified insurance coverage and submitted diagnostic testing authorizations.
- Processed patient account charges and maintained accurate records.
- Resolved customer concerns and provided exceptional service.
- Utilized multiple software systems to research and address patient inquiries.
Administrative Assistant
SUTTON PARK CENTER FOR NURSING & REHABILITATION
10.2012 - 03.2015
- Supported human resources functions including fingerprinting, background checks, and regulatory reporting.
- Assisted with payroll, inventory management, and claims processing.
- Maintained employee records and personnel files.
- Recorded meeting minutes and prepared organizational communications.
- Coordinated employee registrations for seminars, webinars, and training programs.
- Managed office expenses, invoices, and credit receipts.
Customer Service Manager
SUTTON PARK CENTER FOR NURSING & REHABILITATION
08.2011 - 10.2012
- Developed employee engagement initiatives and workplace recognition programs.
- Produced employee newsletters and internal communications.
- Conducted quality assurance rounds and monitored resident satisfaction.
- Investigated and resolved resident and family concerns.
- Developed and analyzed resident satisfaction surveys to identify improvement opportunities.
- Coordinated resident recognition and bereavement communications.
Education
Business Administration -
MERCY COLLEGE
01-2009
Skills
- Fundraising & Donor Relations
- Grant Writing Support & Reporting
- Community Outreach & Partnership Development
- Volunteer Recruitment & Coordination
- Event Planning & Management
- Case Management & Social Services
- Human Resources Administration
- Employee Relations & Staff Development
- Customer & Patient Service
- Public Speaking & Community Engagement
- Database & Record Management
- Microsoft Office Suite
- QuickBooks & Apricot Solutions
- Electronic Medical Records (EMR)
- Bilingual Communication & Translation Services
- Faith-Based Leadership
Additional Qualifications
- Faith-Based Leadership
- Community Advocacy
- Donor Stewardship
- Program Administration
- Volunteer Engagement
- Relationship Building
- Staff Training & Development
- Healthcare Administration
Timeline
Music & Dance Instructor (Part-Time)
SATURDAY SCHOOL PROGRAM
09.2025 - 06.2026
Case Manager (Dual Position)
EXPECT HOPE
12.2024 - Current
Advancement Coordinator (Dual Position)
EXPECT HOPE
06.2024 - Current
Patient Access Representative
OPTUM MEDICAL
12.2020 - 05.2024
Patient Access Representative
MONTEFIORE NEW ROCHELLE HOSPITAL
09.2018 - 12.2020
Medical Assistant
SHEIN ORTHOPAEDICS
11.2017 - 05.2018
Medical/Call Center Representative
SHEIN ORTHOPAEDICS
04.2017 - 11.2017
Administrative Assistant
SUTTON PARK CENTER FOR NURSING & REHABILITATION
10.2012 - 03.2015
Customer Service Manager
SUTTON PARK CENTER FOR NURSING & REHABILITATION
08.2011 - 10.2012
Business Administration -
MERCY COLLEGE