Brandi Walther
Lehi,UT
Summary
Dynamic Intake Specialist with a proven track record at Trajector Disability, excelling in client assessments and application submissions. Skilled in data entry and compassionate communication, I consistently enhanced customer satisfaction through diligent follow-ups and meticulous documentation, ensuring compliance and accuracy while advocating for clients' needs in a fast-paced environment.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Experienced with managing intake processes and client relations. Utilizes organizational and interpersonal skills to ensure seamless client onboarding. Knowledge of effective data management and client support strategies.
Professional intake specialist with strong track record in client assessment and engagement. Proven ability to enhance intake processes, fostering positive client experiences and streamlining operations. Renowned for collaborative spirit and adaptability in dynamic environments.
Overview
15
15
years of professional experience
Work History
Intake Specialist
Trajector Disability (Myler)
10.2017 - 02.2022
- Conducted comprehensive client assessments to determine eligibility for disability benefits.
- Facilitated communication between clients and legal teams to streamline intake processes.
- Maintained accurate case documentation in compliance with regulatory standards.
- Collaborated with cross-functional teams to enhance service delivery protocols.
- Analyzed client information for accuracy, ensuring timely submission of applications.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
- Reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process.
- Consistently met or exceeded performance metrics, demonstrating a strong commitment to delivering exceptional service within the Intake Specialist role.
- Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
- Offered compassionate and attentive guidance to patients during crisis situations.
- Assessed clients' needs and determined eligibility for intake services.
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
Caregiver, Special Needs
Utah State Developmental Center
01.2007 - 10.2014
- Provided compassionate care and support to individuals with developmental disabilities.
- Developed personalized care plans in collaboration with interdisciplinary teams.
- Trained and mentored new staff on best practices for special needs care.
- Monitored patients' progress, adjusting care strategies as needed for optimal outcomes.
- Implemented behavioral management techniques to enhance residents' quality of life.
- Facilitated recreational activities that promoted social skills and engagement among clients.
- Maintained accurate documentation of patient interactions and progress reports.
- Advocated for clients' needs, ensuring access to appropriate resources and services.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Enhanced the quality of life for special needs individuals by providing personalized care and attention.
- Provided compassionate care for special needs clients, ensuring their comfort and dignity at all times.
- Ensured timely administration of medications and treatments as prescribed by medical professionals.
- Promoted a safe, nurturing environment by diligently monitoring clients'' health and wellbeing.
- Improved clients'' communication skills through tailored speech therapy exercises and activities.
- Provided transportation to appointments, outings, or activities as needed, ensuring the safety of special needs individuals at all times.
- Implemented behavior modification plans to address challenging behaviors, resulting in more harmonious living environment.
- Assisted with development of communication skills for non-verbal clients using alternative communication devices.
- Ensured safe living environment by meticulously following health and safety guidelines.
- Monitored and documented progress, adjusting care plans to better meet individual goals.
- Laundered items, changed sheets and made bed to keep patients' bedroom clean.
- Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
- Assisted patients with bathing, grooming, dressing, and oral hygiene care both in private residences and facilities.
- Guided patients to restroom to support bladder and bowel relief requirements.
- Entrusted to handle confidential and sensitive situations in professional matter.
- Replaced bandages, dressings, and binders to care for wounds and encourage healing.
Education
High School Diploma -
South Summit High School
Kamas, UTSkills
- Data entry
- Intake assessment
- Compassionate communication
- Critical thinking skills
- Assertiveness
- Follow-up skills
- Confidentiality
- Customer service
- Maintaining client records
- Active listening
- De escalation tactics
- Problem-solving
- Attention to detail
- Client screening
- Cultural sensitivity
- Eligibility requirements
Timeline
Intake Specialist
Trajector Disability (Myler)
10.2017 - 02.2022
Caregiver, Special Needs
Utah State Developmental Center
01.2007 - 10.2014
High School Diploma -
South Summit High School