April Dixon Tate
Bear,DE
Summary
Dedicated human services professional with 15+ years of experience in compliance, client support, and case management across financial, housing, and community settings. Skilled in interviewing, counseling, developing service plans, and coordinating with multiple agencies to resolve client needs. Adept at crisis response, maintaining accurate records, and advocating for client rights and well-being. Certified Fraud Examiner with strong analytical, communication, and leadership skills seeking to transition expertise into social services as a Master Case Manager with GVI.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Assistant Property Manager
Emerald Stone
12.2024 - Current
- Served as first point of contact for diverse clients, addressing housing, financial, and personal concerns with empathy and conflict resolution skills.
- Coordinated with tenants, contractors, and community services to ensure safe housing and well-being.
- Maintained detailed case files, payment records, and compliance documentation.
- Provided direct support for vulnerable tenants facing financial hardship and resource challenges.
Fraud Support Analyst (Remote)
Ally Bank
12.2019 - 10.2024
- Conducted sensitive client interviews to verify identity, assess risk, and prevent exploitation.
- Partnered with compliance, risk, and legal teams to align client needs with regulatory guidelines.
- Documented findings, prepared reports, and communicated with clients on case outcomes.
- Built rapport with clients experiencing financial stress, advocating for fair treatment and support.
Fraud Claims Analyst (Remote)
Bank of America
12.2016 - 12.2018
- Investigated complex cases involving abuse, dependency, and exploitation (identity theft, financial fraud).
- Assessed risk factors, gathered case histories, and documented client backgrounds to inform interventions.
- Prepared detailed reports and recommendations for corrective actions, paralleling social service assessments.
- Provided counseling and guidance to clients navigating crisis situations.
Human Resource Onboarding Specialist
JPMorgan Chase
10.2015 - 09.2016
- Guided individuals through background investigations, compliance requirements, and adjustment to new employment roles.
- Counseled new hires on policies, addressed personal barriers to employment, and facilitated smooth transitions.
- Documented client interactions and tracked progress through multiple systems.
Customer-Facing Service Roles
PHH Mortgage, MRS Associates, VWR International, JPMorgan Chase
01.2007 - 01.2015
- Conducted client interviews, assessments, and eligibility verifications.
- Provided guidance to vulnerable clients navigating financial, housing, and compliance systems.
- Maintained accurate case records and communicated progress with supervisors and stakeholders.
- Compliance & Registration
Education
Associate Degree - Paralegal Studies & Criminal Law
The PJA School of Law
Upper Darby, PA01.2010
Skills
- Case Management & Service Planning
- Client Interviews & Assessments
- Counseling & Crisis Intervention
- Community Resource Navigation
- Compliance & Documentation
- Multi-Agency Coordination
- Report Writing & Records Management
- Risk & Needs Assessment
- Relationship & Trust Building
- Microsoft Office Suite, Salesforce, SAP, Epic, LexisNexis
- Narrative Report Writing & Documentation
- Counseling & Motivational Interviewing (informal experience)
- Conflict Management & Mediation
- Community & Social Service Navigation
Certification
- Certified Fraud Examiner (CFE)
- Certified Provider Credentialing Specialist
- Valid Driver’s License
Timeline
Assistant Property Manager
Emerald Stone
12.2024 - Current
Fraud Support Analyst (Remote)
Ally Bank
12.2019 - 10.2024
Fraud Claims Analyst (Remote)
Bank of America
12.2016 - 12.2018
Human Resource Onboarding Specialist
JPMorgan Chase
10.2015 - 09.2016
Customer-Facing Service Roles
PHH Mortgage, MRS Associates, VWR International, JPMorgan Chase
01.2007 - 01.2015
Associate Degree - Paralegal Studies & Criminal Law
The PJA School of Law