Barbara Branch
Brooklyn
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
6
6
years of professional experience
Work History
Certified Tax Preparer
Self-employeed
01.2025 - Current
- Maximized client tax savings by identifying and applying appropriate deductions and credits.
- Implemented strategies for self-employed clients to optimize tax savings and minimize liabilities.
- Managed high volume workload during peak filing season while maintaining exceptional attention to detail and customer satisfaction levels.
- Kept abreast of changing tax regulations, ensuring accurate application of current laws to client tax returns.
Outreach Specialist/Referral Specialist
Housing Works Organization
07.2024 - 09.2024
- Supervised the peer intake workers.
- Conducted care plans for clients.
- Participated in all required ADHC team meetings.
- Worked with client case managers to ensure patients' appointments.
- Followed up on patients' referrals to obtain consult notes for the doctor, nurse, and psychiatrist.
- Filled in as needed as front desk support, such as checking in patients and arrival times through Teams, canceling and rescheduling appointments, and providing inbound calls.
Resident Advisor/Community Support Worker
DHS Department Of Homeless Services
05.2023 - 05.2024
- I worked for DHS for immigrants and asylum seekers out of two different shelters with families and pregnant women.
- Intake of clients to address their needs.
- Obtained childcare and school registration for children.
- Worked with outside agencies, such as the Board of Education and social services.
- Signed clients in and out.
- Conducted room searches.
- Operated a food pantry.
- Help to prepare care plans for clients.
- Assisted clients with various programs for work and permanent housing.
Medical Assistant/Patient Navigator
New York Presbyterian Medical Center
12.2022 - 04.2023
- Employed for a pilot program working with 3-4 doctors, patients specifically.
- Scheduled outside appointments for patients.
- Followed up on discharged patients and their care plans.
- Made sure they received any medication upon discharge, including going to the pharmacy with the prescription from their doctor.
- Address any questions, needs, or concerns to relay to the doctor.
Medical Assistant/Cardiology Technician
Maimonides Medical Center
07.2020 - 09.2022
- Triaged patients, including vitals.
- Performed EKGs, updated patients' records, and included a medication review.
- Maintained patient flow for doctors.
- Changed patients, and let the cardiologist know when the patient is ready.
Medical Assistant
Nyu Langone
01.2019 - 06.2020
- Triage the patient's vitals.
- Performed glucose testing.
- Downloaded glucose monitoring devices for doctors' review.
- Updated patients' information.
- Give medication to the patient whose blood levels were high.
Education
Medical Assistant - Medical Terminology, EKG, Phlebotomy, Vital
Sanford Brown Institute
06-2012
Certified Tax Examiner - Taxation
Internal Revenue Service
New York, NY11-2002
Skills
- Medical office management
- Home and community care
- EMR systems
- EPIC
- ICD coding
- Medical records
- Analysis skills
- Documentation review
- Microsoft Office
- Vitals
- Triage
- CPR
- BLS
Education and Training
other
Timeline
Certified Tax Preparer
Self-employeed
01.2025 - Current
Outreach Specialist/Referral Specialist
Housing Works Organization
07.2024 - 09.2024
Resident Advisor/Community Support Worker
DHS Department Of Homeless Services
05.2023 - 05.2024
Medical Assistant/Patient Navigator
New York Presbyterian Medical Center
12.2022 - 04.2023
Medical Assistant/Cardiology Technician
Maimonides Medical Center
07.2020 - 09.2022
Medical Assistant
Nyu Langone
01.2019 - 06.2020
Medical Assistant - Medical Terminology, EKG, Phlebotomy, Vital
Sanford Brown Institute
Certified Tax Examiner - Taxation
Internal Revenue Service
Similar Profiles
Omar LunaOmar Luna
Personal Trainer at Self-employeedPersonal Trainer at Self-employeed
Youssef BoushabYoussef Boushab
After-school Tutor at Self-employeedAfter-school Tutor at Self-employeed
Tyson DandoyTyson Dandoy
Licensed Tattoo Artist at Self-employeedLicensed Tattoo Artist at Self-employeed
Ezana HailemariamEzana Hailemariam
Coach at Self-employeedCoach at Self-employeed
CHRISTINA VETTERCHRISTINA VETTER
Climate Policy Associate at Georgetown Institute for Women, Peace and SecurityClimate Policy Associate at Georgetown Institute for Women, Peace and Security