Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandi Medina

West Linn,USA

Summary

Professional with strong background in customer support, prepared to excel in this role. Skilled in resolving complex issues, enhancing user satisfaction, and maintaining high standards. Focused on team collaboration and achieving results, adaptable to changing needs. Known for strong communication, problem-solving skills, and reliability.

Overview

2026
2026
years of professional experience

Work History

Office Specialist II

Clackamas County
08.2023 - Current
  • Navigate CRM software and EPIC system while maintaining confidential information and abiding by HIPAA laws.
  • Register new clients for behavioral health services, including verifying insurance benefits, financial, demographic and insurance information.
  • Optimize scheduling and appointment coordination by appropriately tracking contracts and resolutions for data analysis.
  • Offer exceptional customer service to clients and explaining policies and troubleshooting in detail.
  • Uphold organization while managing multiple priorities at once, still maintaining attention to detail and quality.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and SharePoint).
  • Handle all office tasks including distributing mail, keeping inventory and ordering supplies, handling medical documents etc.

Occupancy Specialist

Clackamas County
01.2023 - 01.2024
  • Coordinate and administer various federal/state housing programs which includes being able to read, interpret, and analyze policies and rules for each program
  • Perform eligibility determinations for housing programs by obtaining and reviewing third-party verification documentation
  • Increased tenant satisfaction by addressing and resolving occupancy-related issues promptly and efficiently
  • Streamlined the application process for prospective tenants, resulting in a reduced waiting time for unit allocations
  • Calculate rent amounts and utility allowances and completing client files according to department standards
  • Collaborate with county and state agencies and third parties to determine eligibility and complete required certification for the client
  • Have the ability to provide administrative and management support within the department
  • Handle highly confidential and sensitive information
  • Interpret and analyze laws to ensure compliance and conduct audits within the organization
  • Enhanced community relations by organizing events, meetings, and programs that fostered positive interactions between residents and management

Community Manager

Sleep Sound Property Management
2021 - 08.2023
  • Have a full understanding of LIHTC and Section 8 and the procedures to be able to complete all required legal paperwork
  • Have a complete understanding of Fair Housing Laws and landlord and tenant laws
  • Manage a portfolio of over 240 doors
  • Manage ledgers and accounts for tenants and owners
  • Manage maintenance team, as well as leasing team to ensure highest productivity levels
  • Create lease renewals, violations, and rental agreements as well as issuing eviction notices
  • Communicated effectively with owners, residents, and on-site associates.
  • Ensure monthly budget for portfolio doesn't exceed amounts
  • Complete weekly site visits to multiple properties to ensure cleanliness and catch any possible liabilities
  • Complete weekly inspections for units on the portfolio on a weekly basis
  • Handle and resolve all tenants and prospects concerns and inquiries
  • Screen and deny/approve any applicants while complying with Fair Housing
  • Handle maintenance requests and ensure all requests are completed in a timely manner
  • Create and update new listings for vacant units/properties

Licensed Insurance Agent

USAA
2019 - 2021
  • (40 hours per week full time), Handle all property and casualty insurance in all fifty states
  • Promoted to a team lead role within a year of employment, and assist the team by providing user feedback to identify issues with policies and advocate for members experience.
  • Retained member's membership with the company by having high standards of customer service and building rapport.
  • Create integrated policies and negotiate coverages with members, as well as offering other products and closing sales.
  • Carefully read and interpret legal policies to verify and explain the policies with members and make executive decisions for underwriting.
  • Experienced firsthand the role of a property adjuster, by visiting nearby properties and making assessments of the damage, to include taking pictures and documentation.
  • Held high conflict resolution for members from beginning to end of call, while solving complex issues.
  • Ability to stay organized and handle CRM software.

Account Management Specialist

JP Morgan Chase
01.2017 - 2019
  • Handled calls in a fast paced environment and working with CRM system.
  • Maintained strict adherence to privacy and security protocols.
  • Create and deliver the right solutions to customers to ensure satisfaction and retention with the company.
  • Resolve account delinquency, directly impacting the risk of loss to the company.
  • Problem Solver who enjoys helping customers resolve their questions and concerns.
  • Monitored and analyzed customer feedback to provide feedback to managers and operational teams.
  • Follow both state and federal laws and technical guidelines and procedures within the company to ensure proper handling of individuals and accounts.


Staff Assistant Intern

Office of Congressman Beto O’Rourke
01.2016 - 01.2017
  • 20 hours per week
  • Directly reaching out to other government agencies in a professional manner, while receiving an understanding of their procedures
  • Identified, researched and tracked legislative issues relevant to current public issues
  • Creating professional correspondences and relaying any given information from other agencies to constituents via email, phone, fax, mail, and occasionally in person
  • Have outstanding interpersonal skills
  • Correctly file constituents' credentials, both through a secure online database, and as well as filing in secure cabinets throughout the office accordingly
  • Maintain a security clearance
  • Assist in coordinating Town Halls, such as reaching out to high officials within the city to create involvement, and to correctly plan out the events
  • Handle incoming and outgoing mail, fax, and phone calls to deal with accordingly

Education

Bachelor of Arts - undefined

UTSA
01.2021

Associate of Arts - undefined

NORTHWEST VISTA COLLEGE
01.2019

Skills

  • Client Service and Support
  • Business Development
  • Administrative Support
  • Coordinating Service Initiatives
  • Conflict Handling
  • Vendor Management
  • Staff Leadership
  • Confidential and sensitive information handling
  • Legal policies and procedures interpretation
  • Experience with all Microsoft Office Suite applications (over 7 years)

Timeline

Office Specialist II

Clackamas County
08.2023 - Current

Occupancy Specialist

Clackamas County
01.2023 - 01.2024

Account Management Specialist

JP Morgan Chase
01.2017 - 2019

Staff Assistant Intern

Office of Congressman Beto O’Rourke
01.2016 - 01.2017

Bachelor of Arts - undefined

UTSA

Associate of Arts - undefined

NORTHWEST VISTA COLLEGE

Community Manager

Sleep Sound Property Management
2021 - 08.2023

Licensed Insurance Agent

USAA
2019 - 2021

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