Social Welfare Examiner with experience in processing applications for government assistance, investigating potential cases of fraud, and maintaining detailed case files. Skills include efficient administrative support, clear communication abilities, thorough understanding of welfare policies and regulations.
Overview
7
7
years of professional experience
Work History
Social Welfare Examiner- Temporary Assistance
Saratoga County Department Of Social Services
Ballston Spa
11.2025 - Current
Conducted interviews to gather information from applicants and assess needs.
Provided guidance on benefits programs and support services available.
Collaborated with community organizations to connect clients with resources.
Maintained accurate records in case management systems for client tracking.
Analyzed applicants' financial records to determine eligibility for benefits.
Developed individualized service plans based on client needs and goals.
Initiated investigations into potential fraud or abuse by recipients of public assistance funds.
Disclosure Desk Specialist
Broadview Federal Credit Union
Albany
11.2019 - 11.2025
Reviewed member disclosures for accuracy and compliance with regulations.
Performed daily bank deposits and reconciliation tasks.
Performed quality control checks to ensure accuracy of all disclosures issued to customers.
Tracked closed and pending mortgage loans in Encompass, ensuring timely receipt of documentation from closing agents.
Track closed and pending Mortgage loans using pipeline in Encompass; this includes the receipt of documentation from closing agents.
Identified and resolved discrepancies in documents by effectively communicating with closing agents to obtain necessary corrections.
Identify incorrect or missing documents, communicating and obtaining from closing agent.
Disbursed loans onto Servicing System on disbursement day, completing required transactions and utilizing Quality Control sheet to ensure compliance with all steps.
Disburse loans onto the Servicing System on day of disbursement, completing transactions needed, utilizing the Quality Control sheet to ensure all steps are completed.
Knowledgeable in Encompass and DNA
Education
Associate's Degree - Major Business Administration
Hudson Valley Community College
Troy, NY, United States
Skills
Compliance audits
Document management
Quality assurance
Attention to detail
Benefits analysis
Affiliations
Vischer Ferry Volunteer Fire Company, Training Captain, 11/01/15
References
Marc Badalucco, Roger's Foam, 518-369-8804
Monique Haller, Broadview Federal Credit Union, 518-534-3720
Ron Bruzdzinski Jr, Keybank, 518-378-7621
Timeline
Social Welfare Examiner- Temporary Assistance
Saratoga County Department Of Social Services
11.2025 - Current
Disclosure Desk Specialist
Broadview Federal Credit Union
11.2019 - 11.2025
Associate's Degree - Major Business Administration