Cassie Patterson
Moab
Summary
Resourceful Senior Assistant known for highly productive and efficient task completion. Skilled in time management, administrative support, and project coordination. Excel in communication, adaptability, and problem-solving to enhance team performance and meet organizational objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Assistant Caseworker
Utah DCFS
Moab
01.2025 - Current
- Greeting and assist walk-in clients.
- Preparing letters and/or documentation for courts and/or clients.
- Receiving incoming telephone calls and directs them to the appropriate staff member.
- Mailing certified mail to clients or sheriff; tracking in SAFE case system.
- Creating, maintaining, scanning, and/or archiving files, reports, etc.
- Retrieving files for workers, AGs, supervisors, and audits.
- Assisting with 24-hour notifications and priors.
- Maintaining the upkeep of office equipment.
- Taking and transcribing minutes at meetings.
- Assisting with completing Medicaid applications.
- Responsible for processing payments, managing financial transactions and handling other related financial tasks as assigned.
- Transportation of clients and children.
- Supervise and monitor visits
- Other duties as assigned
Executive Director
Arches New Hope Pregnancy Center
Moab
05.2024 - 12.2024
- Attend all board meetings and prepare a report for each board member.
- Hire new staff when vacant positions are available. Terminate staff when necessary.
- Formulate policies and procedures necessary for the efficient operation of the pregnancy center.
- Plan the fundraising calendar of events one year in advance. Set goals and evaluate for future years.
- Ensure that accurate and complete financial records are kept and that spending is consistent with the approved budget.
- Continually assess the fiscal health of the pregnancy center; plan strategically for the future. Ensure that a workable plan is implemented to achieve budgetary goals.
- Supervise producing and mailing a newsletter or monthly updates, including an annual report.
- Represent the pregnancy center to community agencies and the media.
- Set a tone of compassion, acceptance, and availability to client needs as a model for staff and volunteers.
- Assist with or supervise staff in areas of specialized peer counseling. Refer to other professionals when necessary and advisable.
- Assist in the integration of new volunteers and maintain relationships with all volunteers, assisting them in their receptionist and counseling roles.
- Keep the building and premises up to code and in appropriate condition for the rendering of services.
MSR/Service Manager
Desert Rivers Credit Union
Moab
05.2022 - 04.2024
- Serve as a liaison between the member and the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, interview, and professionally handle the member’s daily needs. Provide a variety of transaction services to members such as, deposits, withdrawals, check orders, account maintenance and the like.
- Greet and welcome members and visitors to the credit union in a professional manner. Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
- Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
- May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
- Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance. May handle more complex questions and problems for other Member Service Representatives.
- Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
- Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, lines of credit advances, and any other requests received from members.
- Conduct assessment interviews on credit union services and programs with each new credit union member to properly align with products to meet their needs. Make clear recommendations after thoroughly investigating their goals. Actively cross-sell products to new and existing members.
- Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
- Provide information alternative products to members wishing to deposit funds or transact other types of business with the credit union.
- Research accounts for deposit, withdrawal, and loan-payment discrepancies.
- Assist members in balancing their accounts. Utilizing a budget worksheet and other tools when applicable.
- Schedule and run a monthly 3A+ meeting with the branch manager.
- Resolved customer complaints effectively, ensuring positive experiences for clients.
- Improved customer satisfaction ratings by listening to complaints and finding appropriate solutions to problems.
- Trained service department staff to drive performance.
Supplies
Empty Spaces Vacation Rentals
Moab
06.2021 - 05.2022
- Ensure that linen closets are stocked with enough supplies for two guest stays
- Stock supply closets with the proper amount of amenities for guests
- Strip dirty laundry as needed and separate it into bags for delivery to laundry attendants
- Keep the supply van fully stocked according to daily needs
- Order items as necessary
- Assist housekeepers and managers with tasks as needed
Housekeeper
Empty Spaces Vacation Rentals
Moab
09.2020 - 06.2021
- Thoroughly clean condos with guest satisfaction in mind
- Ensure proper amount of linens and other guest items are stocked for use
- Follow strict cleanliness guidelines to prevent the spread of COVID-19
Lunch Service
Moab Charter School
Moab
04.2019 - 03.2020
- Prepare cafeteria for lunch service
- Follow proper food handling techniques in compliance with Utah food standards
- Serve food to students as per required nutritional standards
- Document amounts of foods consumed
- Input service data into state website
- Verify qualifications for free and reduced lunch students
Retail Clerk
Moab Brewery
Moab
07.2019 - 01.2020
- Keep retail items stocked
- Promote items to increase sales
- Assist Gelato and Packaging clerks when necessary
- Follow alcohol sales laws in compliance with state and federal law
- Count cash drawer at end of shift; compensate for any shortages
Child Care
Moab Recreation and Aquatic Center
Moab
09.2016 - 04.2019
- Adhered to all local state laws pertaining to child care facilities.
- Helped with light housekeeping duties related to child care, such as tidying up play areas and washing dishes.
- Developed child care policies and procedures for the organization.
- Maintained child care and safety until released to parent or guardian.
- Maintained records of attendance, progress reports, incident reports, and other documents related to child care services.
- Communicated effectively with other staff members regarding any issues or concerns related to child care services provided.
- Discussed policies and procedures of child care center with parents.
- Planned and implemented age-appropriate activities for children in a child care setting.
- Maintained a safe environment for children at all times by adhering to established standards of care.
- Encouraged positive behavior among the children under my care.
Courtesy Clerk, Floral Clerk, Cashier, Service Counter Clerk
City Market
Moab
06.2012 - 09.2015
- Assist customers in locating products around the store
- Bag customer orders in timely and organized fashion
- Provide customers with friendly service to ensure return shopping
- Take phone orders accurately and with attention to detail
- Complete Western Union money transfers
- Cash various checks
- Use bill pay system
- Properly handle various sums of money in accordance with policies
Education
A.A.S. - Culinary Arts
California Culinary Academy
San Francisco, CA08.2008
Some College (No Degree) -
Cerro Coso Community College
Ridgecrest, CASkills
- Customer service
- Time management
- Effective communication
- Problem solving
- Meeting coordination
- Verbal and written communication
- Calendar management
- Attention to detail
- Administrative duties
- Task prioritization
- Fast learner
Certification
Certified Notary Public
References
References available upon request.
Timeline
Senior Assistant Caseworker
Utah DCFS
01.2025 - Current
Executive Director
Arches New Hope Pregnancy Center
05.2024 - 12.2024
MSR/Service Manager
Desert Rivers Credit Union
05.2022 - 04.2024
Supplies
Empty Spaces Vacation Rentals
06.2021 - 05.2022
Housekeeper
Empty Spaces Vacation Rentals
09.2020 - 06.2021
Retail Clerk
Moab Brewery
07.2019 - 01.2020
Lunch Service
Moab Charter School
04.2019 - 03.2020
Child Care
Moab Recreation and Aquatic Center
09.2016 - 04.2019
Courtesy Clerk, Floral Clerk, Cashier, Service Counter Clerk
City Market
06.2012 - 09.2015
A.A.S. - Culinary Arts
California Culinary Academy
Some College (No Degree) -
Cerro Coso Community College