Experienced with managing intake processes and client relations. Utilizes organizational and interpersonal skills to ensure seamless client onboarding. Knowledge of effective data management and client support strategies.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Intake Specialist
Valley Opportunity Council
11.2022 - Current
Answered phone calls and provided new clients with required paperwork to initiate service.
Completed intake assessment forms and filed clients' application.
Supported office staff and operational requirements with administrative tasks.
Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
Maintained accurate, up-to-date client records for reliable reference and communications.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Manager's Assistant
Macdonald's, PDI FOODS
09.2021 - 04.2023
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Supervised day-to-day operations to meet performance, quality and service expectations.
Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Teacher's Aide
Minis & Winnie's Daycare
01.2016 - 04.2017
Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives.
Maintained safety and security by overseeing students in recess environments.
Worked well in a team setting, providing support and guidance.
Strengthened communication skills through regular interactions with others.
Copied, organized and distributed classroom assignments or other paperwork.
Excellent communication skills, both verbal and written.
Completed daily reports on attendance and disciplinary performance.