Beatriz Menendez
Miami
Summary
Highly motivated employee with a desire to take on new challenges.on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively, unsupervised, and quickly mastering new skills. Insightful Applied Behavior Analyst known for high productivity and efficient task completion. Excel in communication, empathy, and problem-solving, ensuring effective interaction with clients and team members to achieve behavior modification goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Targeted Case Manager
Amore Mental Health
Miami
11.2024 - Current
- Helped clients to identify and connect with resources for ongoing needs within local community.
- Assisted clients with identifying resources to meet basic needs for food, clothing, shelter, safety, mental health and medical services.
- Liaised between community caregivers and clients to coordinate services.
- Built partnerships with natural support systems such as family, churches and community organizations to enable continuation of care for clients.
Targeted Case Manager
Dreams Mental Health Corp
Miami
02.2024 - 10.2024
- Assisted clients in obtaining identification documents necessary for accessing benefits or services.
- Advocates on behalf of clients in order to secure necessary resources or entitlements from government agencies or private providers.
Targeted Case Manager
Infinity LifeWellness Center
Miami
09.2023 - 10.2024
- Conducted comprehensive assessments of clients to identify needs, strengths, and resources.
- Developed individualized service plans with measurable goals and objectives in collaboration with clients.
- Monitored client progress towards achieving established goals through regular contact both in person and over the phone.
TCM
Oasis Mental Health
Miami
04.2023 - 09.2023
- Conducted comprehensive assessments of clients to identify needs, strengths, and resources.
- Developed individualized service plans with measurable goals and objectives in collaboration with clients.
- Provided case management services to ensure access to needed medical, social, educational, and other services.
- Coordinated with community agencies to ensure appropriate referrals for services such as housing, job training, substance abuse treatment and mental health counseling.
- Monitored client progress towards achieving established goals through regular contact both in person and over the phone.
- Assisted clients in obtaining identification documents necessary for accessing benefits or services.
- Maintained accurate documentation of all client contacts within mandated timelines according to agency policies and guidelines.
Jr Processor
Supreme Lending
Miami
11.2021 - 10.2022
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
- Created and completed loan submission packages.
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
- Managed conditions sent from underwriting departments.
- Maintained complete confidentiality of submitted information according to release guidelines.
- Completed closing process by collaborating with attorneys, title companies and government clerks.
- Interviewed applicants to identify needs and evaluate eligibility for loans or mortgages.
- Reviewed initial client documentation to structure and submit loan package.
- Calculated income, assets and liabilities to meet lender requirements.
- Structured loan packages by properly analyzing credit reports, income and asset documents.
- Examined and verified information in loan application and closing documents.
- Worked with third-party vendors to address and clear loan closing requirements.
- Accepted payment on accounts.
- Prepared and typed loan applications, closing documents or legal documents using computers.
- Reviewed and corrected errors on interest, principal and closing costs.
- Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
- Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
- Answered questions and advised customers regarding loans and transactions.
- Scanned and uploaded loan and related documents into system.
- Checked applicant credit, personal references and employment histories.
Assistant
AA Quality Painting
Miami
01.2020 - 11.2021
- Organized and maintained filing systems for documents and records.
- Ensured office equipment was operational, stocked with supplies and maintained in a clean condition.
- Provided administrative support to senior management team.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Greeted visitors, clients and guests in a professional manner.
- Processed incoming mail on a daily basis including sorting, distributing and responding when necessary.
- Maintained an inventory of office supplies ensuring stock levels were adequate at all times.
Education
Master of Arts - Applied Behavior Analysis
The University of West Florida
Pensacola, FL08-2024
Bachelor of Arts - Psychology
Florida International University
Miami, FL06.2020
Associate of Arts - Psychology
Miami Dade College
Miami05.2018
Skills
- Attention to Detail
- Mortgage Loan Software
- Employment verification
- Loan Closing
- Credit Reports
- Dedicated Work Ethic
- Document Management
- Teamwork and Collaboration
- Loan Servicing
- Customer Service
- Risk Management
- Information Verification
- Problem-Solving
- Credit Applications
- Loan Records Filing and Maintenance
- Credit Verification
- Time Management
- Decision Making
- Loan Application Preparation
- Microsoft Office
- Records Management
- Discharge Planning
- Client Advocacy
- Performance Tracking
- Case Management
- Patient Support
- Community Outreach
- Behavioral assessment
- Individualized service plans
- Community resource networking
- Client advocacy
- Effective communication
- Collaboration skills
- Organizational skills
- Cross-functional collaboration
Certification
CBHCM- 10/10/2023
BCBA- 04/02/2025
Notary-04/25/2024
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Targeted Case Manager
Amore Mental Health
11.2024 - Current
Targeted Case Manager
Dreams Mental Health Corp
02.2024 - 10.2024
Targeted Case Manager
Infinity LifeWellness Center
09.2023 - 10.2024
TCM
Oasis Mental Health
04.2023 - 09.2023
Jr Processor
Supreme Lending
11.2021 - 10.2022
Assistant
AA Quality Painting
01.2020 - 11.2021
Master of Arts - Applied Behavior Analysis
The University of West Florida
Bachelor of Arts - Psychology
Florida International University
Associate of Arts - Psychology
Miami Dade College
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