Hi, I’m
Carlee Hines
Case Manager
MEMPHIS,TN
Summary
. Dedicated candidate eager to leverage knowledge in social services and program development. Skilled in running social services initiatives and developing policies and procedures. Collaborative and committed to addressing social issues to improve quality of life in marginalized communities.
Overview
17
years of professional experience
11
Certification
1
Bachelors
Work History
Promise Development
Case Manager
01.2022 - Current
Job overview
- Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
- Assisted caseworkers with regular visits to homes and schools to evaluate child safety and quality of care.
- Provided leadership, guidance and support to staff members.
- Applied effective time management techniques to meet tight deadlines.
- Monitored program performance and outcomes for successful delivery of services.
- Kept case files updated, accurate and aligned with requirements.
- Helped create comprehensive program to meet clients needs.
- Led group discussions and activities to meet different community needs.
- Helped clients navigate social services system and access needed resources.
Taxes 365
Tax Preparer
01.2008 - Current
Job overview
- Manage and prepare clients taxes (earned revenue), ensure the accuracy of appropriate tax documents and the timely completion of filing
- Execute and accurately apply Federal and State codes to ensure tax compliance and consult clients on tax law and income statement
- Manage electronic tax records utilizing QuickBooks.
Property Asset Management
Tenant Case Coordinator
01.2018 - 01.2022
Job overview
- Welcome visitors and clients in a professional and courteous manner
- Oversaw the daily operations of the property, managed the workflow of employees, and provided excellent customer service to residents and staff members
- Managed and scheduled appointments to include virtual, self-guided, and guided tours of the community, distributed brochures with floor plans and business cards, and reviewed the application process, down payments, promotions, and fees
- Consult with prospective tenants to identify requirements and budgets
- Managed, purged, and approved employee payroll; supported residents during appointments, moves, renewals, and community events
- Maintained a monthly audit score of 90% or more on all documents.
WI Memphis LLC Applewood Management
Case Manager
01.2013 - 01.2018
Job overview
- Managed, recruited, and trained new employees
- Conducted two monthly meetings with team members and attended quarterly monthly meetings with corporate office
- Implemented Section 8 Inspection Guidelines and completed move in applications
- Forwarded missed and non-payments to collections
- Effectively negotiated and received rental payments according to lease agreement
- Maintained accuracy rate of 90% or greater during eviction of tenants accounts (30) days older
- Managed lease renewals and included complementary carpet cleaning during the renewal process
- Opened/ closed all maintenance request and scheduled outside contractors
- Managed correspondences and telephone and email communication
- Organized and file pertinent documents and completed all monthly paperwork before month’s end
- Maintained inventory, ordered supplies needed for production; and maintained advertising/ marketing
- Executed great customer service to prospects and maintained audit of 90% or higher.
- Partnered with physicians, social workers, activity therapists, nutritionists, and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems.
- Monitored clients' progress and tracked client services to provide crisis interventions.
University Manor
Office Collection Assistant
01.2009 - 01.2013
Job overview
- Managed collections and payments on a daily basis, properly prepared and organized clients (tenants) documents, and managed payment arrangements
- Implemented policies and procedures and ensured compliance
- Supported University Manor with recruitment, onboarding, training, and development and weekly payroll
- Supported company during court proceedings (evictions) and with lease renewals
- Oversaw inventory including ordering supplies and merchandise.
- Maintained accurate records of customer accounts, payments and payment plans.
Education
Ohio University
Bachelor of Business Administration
Southwest Community College
Training Program Tax Services
Southwest Community College
Associate in Accounting
Southeast AETC (AIDS Education And Training CenterMemphis, TN
No Degree
04.2023
Skills
- Microsoft Office Suite to include Microsoft Word, Excel, and PowerPoint
- Client Advocacy
- Financial Management
- Business Administration
- Operations Management
- Service planning
- Case Documentation
- Client Confidentiality
- Discharge Planning
- Policy Planning
- Documentation proficiency
- Chronic disease management
- Interviewing skills
Certification
- Certificate of Achievement- Legal Considerations Care Continuum, 2023
- Certificate of Achievement- Tax Return Preparer Ethical Issues, 2023
- Entrata Property Management Certification, 2019
- Certificate of Achievement-Project Management, 2021
Timeline
Case Manager
Promise Development
01.2022 - Current
Tenant Case Coordinator
Property Asset Management
01.2018 - 01.2022
Case Manager
WI Memphis LLC Applewood Management
01.2013 - 01.2018
Office Collection Assistant
University Manor
01.2009 - 01.2013
Tax Preparer
Taxes 365
01.2008 - Current
Ohio University
Bachelor of Business Administration
Southwest Community College
Training Program Tax Services
Southwest Community College
Associate in Accounting
Southeast AETC (AIDS Education And Training Center
No Degree
Accomplishments
- Completed more than 200 individual tax returns during 2015 tax season.
- Supervised team of 10staff members.
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