Summary
Work History
Education
Skills
Timeline
Generic

BRANDY M0RENO

Breaux Bridge,LA

Summary

Compassionate health and home care case coordinator managing client services and supervising direct care staff to support safe, consistent care delivery. Lead intake, weekly wellness and safety checks, and documentation review to maintain care plan accuracy. Coordinate scheduling and family communication while meeting agency standards, compliance requirements, and confidentiality expectations.

Work History

HEALTH/HOME /Patient Care Coordinator

Home Instead
  • Coordinated healthcare and home care services so clients received respectful, consistent support that matched dignity and individual needs.
  • Supported direct support workers, field supervisors, and direct care staff to maintain quality service delivery and followed agency standards.
  • Confirmed services matched current CPOC and individual service plans (ISP).
  • Completed client wellness and safety check-ins to spot changes in needs, concerns, or service issues.
  • Performed unannounced supervisory visits to review staff performance and service quality.
  • Completed supervisory visits for newly hired and existing employees.
  • Reviewed progress notes, timesheets, and service documentation each week for accuracy, completeness, and compliance.
  • Monitored and documented services delivered, including discrepancies such as unworked client time.
  • Maintained current client charts, home binders, timesheet binders, and other required records.
  • Updated client home binders each year and completed quarterly purges of outdated home and timesheet documents.
  • Completed chart purges as needed while maintaining confidentiality and proper recordkeeping practices.
  • Prepared intake packets for new clients, coordinated required service agreements, obtained signatures, and set up client binders.
  • Assisted with client tracking charts and monitoring required documentation.
  • Coordinated staffing based on client needs and assisted with hiring qualified personnel.
  • Supported staff orientation, annual training, and other training needed for safe, effective performance.
  • Supported direct care staff through performance evaluations and supervisory follow-up.
  • Communicated with clients, families, staff, administrators, HR personnel, providers, and support partners.
  • Served as liaison between Loving Hearts clients, families, healthcare providers, and client support team members.
  • Addressed client and staff complaints, concerns, and service needs promptly and documented follow-up actions.
  • Attended and took part in staff meetings, required trainings, and organizational meetings.
  • Led staff and central office meetings when assigned.
  • Requested team meetings when client services, support needs, or care plans changed.
  • Provided on-call support as needed to maintain continuous and reliable service delivery.
  • Prepared detailed weekly reports and kept administrative files and records organized.
  • Printed and maintained monthly prior authorization documents.
  • Supported compliance with agency policies, procedures, state regulations, and federal requirements.
  • Monitored required licenses, certifications, and staff compliance requirements.
  • Maintained safe, clean, professional, and organized workplace and client-service environment.
  • Supported daily agency operations and continuous client service delivery.
  • Promoted client-centered care focused on dignity, safety, independence, and quality of life.
  • Completed additional duties and responsibilities as assigned by the administrator.

PROFESSIONAL TAX PREPARER

Jackson Hewitt Tax Service
  • Prepared accurate federal and state tax returns for individual and business clients.
  • Reviewed financial documents and tax forms, ensuring completeness and accuracy for optimal client compliance.
  • Educated clients on tax laws, deductions, credits, and filing requirements to enhance understanding and compliance.
  • Maintained strict confidentiality when handling sensitive financial and personal information.
  • Processed client payments and maintained accurate financial and tax records.
  • Assisted clients with bookkeeping, organization of financial records, and expense tracking.
  • Arranged appointments for clients to facilitate timely tax consultations and services. and coordinated daily office workflow.
  • Collaborated with tax professionals to resolve complex tax situations, improving client outcomes and satisfaction.
  • Communicated with clients by phone, email, and Slack to provide timely support.
  • Opened and closed multiple office locations while maintaining security and operational readiness.
  • Maintained organized workspaces, office supplies, and current tax materials.

HEAD HOUSEKEEPING MANAGER

Wingate by Wyndham
  • Supervised and coordinated daily housekeeping operations while maintaining hotel quality and cleanliness standards.
  • Trained and mentored employees regarding safety procedures, workplace expectations, cleaning standards, and customer service.
  • Managed inventory for housekeeping, kitchen, and operational supplies.
  • Prepared and served meals for hotel guests and staff while following food safety procedures.
  • Opened and closed kitchen operations while maintaining cleanliness and health standards.
  • Assisted front desk staff with guest check-in and check-out during high-volume periods.
  • Supported maintenance and other departments with operational needs throughout the property.
  • Coordinated setup of the Magnolia Room for meetings, conferences, church services, and special events.
  • Worked collaboratively across departments to address concerns and maintain positive guest experiences.
  • Demonstrated strong leadership, organization, communication, and time-management skills in a fast-paced environment.

Education

Safe & Secure Training

Skills

  • Case Management & Care Coordination
  • Home & Community-Based Services
  • Direct Support Worker Supervision
  • Client Wellness & Safety Monitoring
  • Individual Service Plans (ISP)
  • CPOC / Plan of Care Compliance
  • Client Intake & Onboarding
  • Staff Hiring & Scheduling
  • Staff Training & Development
  • Performance Evaluations
  • Supervisory & Quality Assurance Visits
  • Healthcare Documentation
  • Progress Notes & Timesheet Review
  • Regulatory Compliance
  • Client & Family Relations
  • Service Coordination
  • Confidential Records Management
  • Administrative Reporting
  • Prior Authorization Tracking
  • Billing Documentation
  • Conflict Resolution
  • Microsoft Office Suite
  • Phone, Email & Slack Communication
  • Compassionate, client-centered approach
  • Strong leadership and supervisory skills
  • Excellent organizational and documentation abilities
  • Effective verbal and written communication
  • Confidential information management
  • Staff training and development
  • Compliance and quality assurance
  • Client and family relationship management
  • Problem solving and conflict resolution
  • Ability to manage multiple priorities
  • Reliable and responsive in time-sensitive situations
  • Strong attention to detail

Timeline

HEALTH/HOME /Patient Care Coordinator

Home Instead

PROFESSIONAL TAX PREPARER

Jackson Hewitt Tax Service

HEAD HOUSEKEEPING MANAGER

Wingate by Wyndham

Safe & Secure Training
BRANDY M0RENO