Carmen Cruz
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Diabetic Support Coach
Bluecircle Health
04.2023 - Current
- Educate, coach and support people with T1D to achieve better health outcomes
- Coaches providesupport andguidance from a nonclinical perspective
- Connect participants to BCH and community resources, including insurance navigation, clinical socialwork,behavioral health and clinical resources
- Work with BCH to facilitate access to the medications and devices needed for T1D management
- Empower the people we serve to advocate for their health and fully understand the resources availableto them
- Participate in coordination and resolution of medical and nonmedical needs, including appointmenttracking,documentation of information, referrals and follow up, facilitating transportation to services, etc
- Participate in meetings with external providers and community organizations to build partnershipsfor the peoplewith T1D
- Provide key information to providers for improving care based on the home environment andcommunities of people with T1D
- Work closely with the BCH clinical supervisors to identify situations in which medical managementis needed andencourage patients to followup with this care
- Organize, promote, and participate in social and educational events to connect people with T1D
- Eventsmay bevirtual or in person.
Solutions Operations
Charles Schwab
11.2021 - 06.2023
- Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills
- Manage client needs through to completion by means of follow-up, advanced research, client advocacy, and collaboration with business partners to ensure timely and accurate delivery of information
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients' needs
- Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations.
- Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring
- Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects.
- Set proper expectations when assessing and resolving client issues.
- Deliver unparalleled value and outstanding service to our internal and external clients.
- Recognize risks and acts to mitigate firm exposure.
- Champion client use of Schwab's digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab.com tools, products, and services to encourage adoption of our industry leading platform
Associate Banker
JPMorgan Chase
02.2020 - 11.2021
- Engaging clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings.
- Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements
- Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want.
- Building relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified.
- Assisting clients and the branch team by helping with new account openings when needed.
- Performing branch operations which may include managing cash devices (e.g., cash vault, ATM, etc.) while adhering to all bank policies and procedures.
Education
High school diploma or GED -
Associates - Health Information Technology
Valencia Community College
Orlando, FLSkills
- Customer service (8 years)
- Management Training (4 years)
- Training (3 years)
- Inventory
- Scheduling
- Payroll
- Front Desk (1 year)
- Microsoft Office
- Microsoft Excel (2 years)
- Microsoft Word
- Time Management
- Microsoft Outlook
- Inventory (8 years)
- POS
- Typing (2 years)
- Data Entry (1 year)
- Assistant Manager Experience
- Medical terminology ( 1 year)
- Health coaching (1 year)
- Certifications and Licenses
- Notary Public
- Excellent interpersonal skills Ability to provide outstanding customer service
- Especially in demanding environments
- Technology: Microsoft Office, POS/POA cashiering software, and general computer networking
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Certification
- Certified Health Coach, Blue Circle Health - June 2,2023
Health Coach
-Describe how health coaching skills assist patients in gaining the knowledge, skills, and confidence to become informed, active partners in their care
-Collaborate with patients to Set the Agenda for a visit
-Apply Ask-Tell-Ask to assess and build on a patient's knowledge and motivation
-Apply a client-centered approach to reinforce new information and steps to complete an action -Explain common reasons patients do not take their medications and strategies for addressing patient concerns
-Apply medication reconciliation with the patient
-Describe a four-question sequence to assess patient knowledge of their prescribed medications
-Collaborate with patients to develop an action plan
Timeline
Diabetic Support Coach
Bluecircle Health
04.2023 - Current
Solutions Operations
Charles Schwab
11.2021 - 06.2023
Associate Banker
JPMorgan Chase
02.2020 - 11.2021
High school diploma or GED -
Associates - Health Information Technology
Valencia Community College
Similar Profiles
Jefferson EkechukwuJefferson Ekechukwu
Freight Dispatcher at Bluecircle Freight SolutionsFreight Dispatcher at Bluecircle Freight Solutions
Farah CASSAGNOLFarah CASSAGNOL
NA at Fundamentals of Nursing Advent Health, Advent Health, Mental Health. Advent HealthNA at Fundamentals of Nursing Advent Health, Advent Health, Mental Health. Advent Health
France-Lise TranieFrance-Lise Tranie
Physical Therapist Assistant at Nurse Home Care/Community Home Health Services/Allegiance Home Health/Pinnacle/Preferred Home Care of Florida Home Health AgenciesPhysical Therapist Assistant at Nurse Home Care/Community Home Health Services/Allegiance Home Health/Pinnacle/Preferred Home Care of Florida Home Health Agencies
Tyffanie HembreeTyffanie Hembree
Certified Diabetic Health Coach /Certified Life Coach at CHC/SEKCertified Diabetic Health Coach /Certified Life Coach at CHC/SEK
Lisa NappiLisa Nappi
Behavioral Health Coach, Diabetic Case Manager at Duke WellBehavioral Health Coach, Diabetic Case Manager at Duke Well