Experienced customer service manager with a proven track record of success in improving client relations and driving company success. Implemented satisfaction surveys to enhance client satisfaction and increase overall company performance. Skilled in case management software, client assessment techniques, and legal documentation preparation, resulting in high productivity and efficient task completion. Effective communicator with strong problem-solving and adaptability skills to meet diverse client needs and navigate challenging situations with ease.
Overview
15
15
years of professional experience
Work History
Lead Case Specialist
Child Care Resource Center
Victorville, CA
07.2023 - Current
Outreach parent to obtain pending documents
Keeping up with company standards/policies
Process parents voluntary change request
Daily communication with parent/ via email, phone, and SMS
Process Contract Data Form
Maintain detail knowledge of Excel, Word and other Microsoft office programs
Process filing, scan data entry request
Process Interagency transfer
Created TAD process checklist
Answer phones, transfer calls to appropriate department
Help with FCCHN process
Sending, receiving, logging subsidized mails/ notes to proper case database
Follow up with workflow
Processed Bridge to APP
Created spreadsheet for Bridge process
Workflow Tracker spreadsheet
Process, log, send/receive TAD release forms
Created processing enrollments spreadsheet
Daily check ins
Audited files using QI spreadsheet
Created Enrollments universal spreadsheet for all offices
Assigning emails to all offices
Create one on one check ins
Process TAD/ Stage 2/ Bridge to APP/ FCCHEN/Interagency
Help Trained to process FCCHEN
Help Trained to process TAD
Created a TAD process for Case Specialist
Case Specialist
Child Care Resource Center
Victorville, CA
11.2021 - 06.2023
Outreach parent to obtain pending documents
Keeping up with company standards/policies
Process parents voluntary change request
Schedule parents recertification appointment
Update close schedule report
Daily communication with parent/ via email, phone, and SMS
Process Contract Data Form
Maintain a caseload of 200+
Maintain detail knowledge of Excel, Word and other Microsoft office programs
Process filing, scan data entry request
Scan, process timesheets
Process Appeals per each request
Answer phones, transfer calls to appropriate department
Prepare re-certification packets
Sending, receiving, logging subsidized mails/ notes to proper case database
Follow up with reminder calls with parents at CCRC
Create provide term notice
Receipt internal/ external documents
Process daily log report
Process, log, send/receive TAD release forms
Outreach parent for engagement calls/ reminders
Process recertification letters
Attend appeal hearings
Process recertifications
Update provider change per parents’ request
Create notice of actions
Process dis-enrollments case by case
Attend appeal hearings
Program Assistant FAO
Child Care Resource Center
Victorville, CA
03.2021 - 10.2021
Maintain detail knowledge of Excel, Word and other Microsoft office programs
Process filing, scan data entry request
Scan, process timesheets
Process Appeals per each request
Answer phones, transfer calls to appropriate department
Prepare re-certification packets
Sending, receiving, logging subsidized mails/ notes to proper case database
Follow up with reminder calls with parents at CCRC
Process Universal application
Schedule orientation
Receive internal/ external mail
Receipt internal/ external documents
Process daily log report
Process, log, send/receive TAD release forms
Five9 phone software
Outreach parent for engagement calls/ reminders
Assisted case specialist with recertification letters
Attend appeal hearings
Program Assistant
Exact Staff
Ontario, CA
11.2020 - 02.2021
Maintain detail knowledge of Excel, Word and other Microsoft office programs
Process filing, scan data entry request
Scan process timesheets
Process Appeals per each request
Answer phones, transfer calls to appropriate department
Prepare re-certification packets
Sending, receiving, logging subsidized mails/ notes to proper case database
Follow up with reminder calls with parents at CCRC
Manager
M&B Detailing
Victorville, CA
04.2018 - 10.2020
Recruit, train, and supervise staff and detail technicians
Accommodate and deliver customer vehicles
Monitor employee performance, inventory and supplies
Sales Associate
Ashley Home Store
Victorville, CA
10.2014 - 09.2020
Maintain detailed knowledge of sales, promotions, store policies, and security practices
Prepare sales slips, contracts, arrange delivery and facilitate special requests and orders
Promote and sell ancillary products such as insurance and service contracts, arranged financing options for customers
Supervision Assistant
Repiscare
Ontario, CA
08.2014 - 11.2014
Monitor the safety of special needs children and help children keep good hygiene
Prepare meals and snacks for children paying close attention to allergens and sensitivities
Develop schedules to ensure children have enough physical activity, rest, and playtime
Sterile Supply Technician
Inter Community Hospital
Covina, CA
12.2013 - 09.2014
Clean and sterilize medical equipment, examination rooms, crash carts and waiting areas
Stock, prepare and pack medical supplies; dispose of used and contaminated supplies
Install, calibrate, test and repair biomedical and testing equipment
Sales Coordinator
Miyachi Unitek Corporation
Monrovia, CA
03.2010 - 05.2014
Establish and maintain working relationships with clients by organizing and facilitating events including trade shows, sales meetings, sales calls, site inspections and employee appreciation events
Organize and prepare contracts, and weekly productivity reports
Education
Certified Central Service Technician -
Premiere Career College
Irwindale, Ca
01.2014
Skills
Visual Compliance Screenings
Foreign Compliance Solutions
Quarterly Inventory
ERP Supervisory Skills
Training & Development
Marketing
Recruiting
Negotiation
Scheduling
Cash Management
Invoice Processing
Opening & Closing Procedures
JDE
ROI
Financing and Budgeting
Security and Surveillance
Salesforce CRM Platform
NOHO software
Appeal data entry
Filing
Faxing
Mail process
Clerical
Multi phone line
Timesheet process
Leadership
Team building
Interviewing techniques
Time Management
Case Management
Professional Development
How to Work Under Pressure Seminar
How to Satisfy and Improve Customer Satisfaction Seminar
Supervisor and Leadership Skills Seminar
Certified Central Service Technician Premiere Career College
2014, Irwindale, CA
Timeline
Lead Case Specialist
Child Care Resource Center
07.2023 - Current
Case Specialist
Child Care Resource Center
11.2021 - 06.2023
Program Assistant FAO
Child Care Resource Center
03.2021 - 10.2021
Program Assistant
Exact Staff
11.2020 - 02.2021
Manager
M&B Detailing
04.2018 - 10.2020
Sales Associate
Ashley Home Store
10.2014 - 09.2020
Supervision Assistant
Repiscare
08.2014 - 11.2014
Sterile Supply Technician
Inter Community Hospital
12.2013 - 09.2014
Sales Coordinator
Miyachi Unitek Corporation
03.2010 - 05.2014
Certified Central Service Technician -
Premiere Career College
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