Beatriz Oseguera

• Identified the needs of clients promptly and efficiently.
• Completed interdisciplinary notes accurately and in a timely manner to meet monthly requirements.
• I performed as the acting supervisor when asked, and provided case management support to the unit.
• Maintained a managed caseload composed of 95 percent bilingual cases.
• Ensured that there were no gaps in services by submitting and requesting authorization in a timely manner.
• Performed quality reports prior to release to ensure accuracy and integrity of information presented.
• Conducted in-person meetings in and out of the office with punctuality.
• Facilitated communication between clients, service providers, and internal teams.
• Monitored email and phone communication to provide prompt responses and solutions.
• Managed scheduling of appointments and service calls to meet client needs.
• Addressed and resolved client complaints and issues in a timely manner.
• Maintained positive working relationship with fellow staff and management.
• Conducted client reports to identify service requirements and appropriate resources.
• Provided support and guidance to clients, navigating them through service options.
• Participated in interdisciplinary team meetings with other health professionals to coordinate services for complex cases.

As a Service Banker, I had a wide range of work responsibilities. Below are many daily duties I was responsible for that are very related to the current job positing I am applying for.

• Received and screened a high volume of internal and external communications, including email and mail.
• Received and distributed faxes and mail in a timely manner.
  Organized files, developed spreadsheets, faxed reports and scanned documents.
• Maintained the front desk and reception area in a neat and organized fashion.
• Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
• Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
• Examined checks for identification and endorsement.
• Delivered prompt, accurate and excellent customer service.
• Processed treasury, tax and loan payments.
• Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
• Maintained confidentiality of bank records and client information.

Boy's and Girls Club of Sonoma County provides after- school and summer programs for kids ages 6-18. The program focuses on Healthy Lifestyles, Academic Success, and Service. Below are the job duties I performed during my time at Helen Lehman Elementary, and Jack London Elementary.

• Created an environment that facilitates the achievement of Priority Outcomes (Healthy Life Styles, Academic Achievement, Good Character and Citizenship)
• Facilitated programs and activities indoors and outdoors with members
• Promoted and stimulated program participation
• Provided appropriate supervision by being vigilant of members in program area, monitoring equipment and supplies
• Provided guidance and role modeling to members
• Provided guidance to members with homework by applying learning practices from the school day
• Maintained positive relationships with members, their parents and staff

• Dispersed incoming mail to correct recipients throughout the office.
• Standardized department filing system to increase efficiency.
• Responded to telephone inquiries from clients, vendors and the public.
• Set travel arrangements and gathered documents for management and executive staff meetings and trips.
• Supplied key cards and building access to employees and visitors.
• Communicated with contractors and vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management.
• Adhered to security requirements by screening visitors, updated logs and issued passes.
• Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
• Oversaw office inventory by restocking supplies and making purchase orders.
• Met incoming customers with professional approach and provided friendly, knowledgeable assistance.
• Received and distributed faxes and mail in a timely manner.
• Managed and controlled office supply inventory to ensure timely ordering or requisition of depleted or low-level stock.
• Verified and logged in deadlines for responding to daily inquiries.
• Planned meetings and prepared conference rooms.